Francis Financial, Inc. Ishares Core S&P U.S. Value Et Transaction History

Francis Financial, Inc.

$402 Million
Q4 2024

A detailed history of Francis Financial, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Francis Financial, Inc. holds 3,358 shares of IUSV stock, worth $323,442. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,358

Holding current value

$323,442

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$91.94 - $100.02 $308,734 - $335,867	3,358 New	3,358 $311,000

Others Institutions Holding IUSV

# of Institutions

771

Shares Held

174M

Call Options Held

2.9K

Put Options Held

Bank Of America Corp Charlotte, NC

71.6M
Shares

$6.9 Billion
0.57% of portfolio
Lpl Financial LLC Fort Mill, SC

13.8M
Shares

$1.33 Billion
0.54% of portfolio
Morgan Stanley New York, NY

9.25M
Shares

$891 Million
0.06% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.65M
Shares

$448 Million
5.6% of portfolio
Envestnet Asset Management Inc

4.41M
Shares

$425 Million
0.14% of portfolio

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About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Francis Financial, Inc. Ishares Core S&P U.S. Value Et Transaction History