Grimes & Company, Inc. Ishares Morningstar Value ETF Transaction History
Grimes & Company, Inc.
- $3.58 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding ILCV
# of Institutions
179Shares Held
9.37MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY879KShares$74.8 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC792KShares$67.3 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA703KShares$59.7 Million2.81% of portfolio
-
Matrix Trust CO700KShares$59.5 Million9.3% of portfolio
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Lpl Financial LLC Fort Mill, SC527KShares$44.8 Million0.02% of portfolio