Forte Asset Management LLC Ishares Core S&P U.S. Value Et Transaction History
Forte Asset Management LLC
- $184 Million
- Q4 2024
A detailed history of Forte Asset Management LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Forte Asset Management LLC holds 5,288 shares of IUSV stock, worth $501,778. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,288
Previous 5,288
-0.0%
Holding current value
$501,778
Previous $504,000
2.98%
% of portfolio
0.27%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
757Shares Held
166MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC65.6MShares$6.22 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.31 Billion0.54% of portfolio
-
Morgan Stanley New York, NY8.63MShares$819 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$442 Million5.6% of portfolio
-
Jones Financial Companies Lllp4.31MShares$409 Million0.38% of portfolio