Financial Planning & Information Services, Inc. Ishares Core S&P U.S. Value Et Transaction History
Financial Planning & Information Services, Inc.
- $725 Million
- Q3 2024
A detailed history of Financial Planning & Information Services, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 44,245 shares of IUSV stock, worth $4.26 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
44,245
Previous 44,118
0.29%
Holding current value
$4.26 Million
Previous $3.89 Million
8.64%
% of portfolio
0.58%
Previous 0.59%
Shares
43 transactions
Others Institutions Holding IUSV
# of Institutions
800Shares Held
179MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.95 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.39 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.18MShares$884 Million0.06% of portfolio
-
Envestnet Asset Management Inc5.25MShares$506 Million0.15% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.86MShares$467 Million5.53% of portfolio