Halpern Financial, Inc. Ishares Core S&P U.S. Value Et Transaction History
Halpern Financial, Inc.
- $364 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
672Shares Held
148MCall Options Held
7.1KPut Options Held
200-
Bank Of America Corp Charlotte, NC60MShares$5.42 Billion0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.3MShares$1.11 Billion0.61% of portfolio
-
Morgan Stanley New York, NY8.12MShares$734 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$416 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.24MShares$383 Million8.13% of portfolio