Fourth Dimension Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History
Fourth Dimension Wealth, LLC
- $262 Billion
- Q3 2025
A detailed history of Fourth Dimension Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 2,111 shares of IUSV stock, worth $213,886. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,111
Previous 2,129
0.85%
Holding current value
$213,886
Previous $201 Million
4.73%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding IUSV
# of Institutions
834Shares Held
192MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC80.2MShares$8.13 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.8MShares$1.6 Billion0.49% of portfolio
-
Morgan Stanley New York, NY9.08MShares$920 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.13MShares$621 Million0.42% of portfolio
-
Envestnet Asset Management Inc5.81MShares$589 Million0.18% of portfolio