Halpern Financial, Inc. Ishares Core S&P U.S. Value Et Transaction History
Halpern Financial, Inc.
- $389 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
806Shares Held
182MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.95 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.46 Billion0.51% of portfolio
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Morgan Stanley New York, NY9.18MShares$884 Million0.06% of portfolio
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Envestnet Asset Management Inc5.25MShares$506 Million0.15% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.86MShares$467 Million5.53% of portfolio