Grey Fox Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Grey Fox Wealth Advisors, LLC
- $491 Billion
- Q3 2025
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 10,787 shares of IUSV stock, worth $1.09 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,787
Previous 11,040
2.29%
Holding current value
$1.09 Million
Previous $1.04 Billion
3.2%
% of portfolio
0.22%
Previous 0.25%
Shares
12 transactions
Others Institutions Holding IUSV
# of Institutions
835Shares 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