Forte Asset Management LLC Ishares Core S&P U.S. Value Et Transaction History
Forte Asset Management LLC
- $165 Million
- Q1 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 $471,742. This represents 0.29% of its overall portfolio holdings.
Number of Shares
5,288
Previous 5,288
-0.0%
Holding current value
$471,742
Previous $445,000
7.42%
% of portfolio
0.29%
Previous 0.3%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
665Shares Held
148MCall Options Held
7.1KPut Options Held
5.95K-
Bank Of America Corp Charlotte, NC60MShares$5.35 Billion0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.3MShares$1.1 Billion0.61% of portfolio
-
Morgan Stanley New York, NY8.12MShares$725 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.64MShares$414 Million5.99% of portfolio
-
Signaturefd, LLC Atlanta, GA4.24MShares$378 Million8.13% of portfolio