Forte Asset Management LLC Ishares Core S&P U.S. Value Et Transaction History
Forte Asset Management LLC
- $192 Million
- Q2 2025
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 $533,664. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,288
Previous 5,288
-0.0%
Holding current value
$533,664
Previous $488,000
2.46%
% of portfolio
0.26%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
812Shares Held
182MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.51 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.53 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.02MShares$910 Million0.06% of portfolio
-
Jones Financial Companies Lllp5.7MShares$575 Million0.41% of portfolio
-
Envestnet Asset Management Inc5.25MShares$530 Million0.15% of portfolio