Heritage Family Offices, LLP Ishares Core S&P U.S. Value Et Transaction History
Heritage Family Offices, LLP
- $196 Billion
- Q1 2025
A detailed history of Heritage Family Offices, LLP transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Heritage Family Offices, LLP holds 2,832 shares of IUSV stock, worth $258,306. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,832
Previous 2,832
-0.0%
Holding current value
$258,306
Previous $262 Million
0.32%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
802Shares Held
180MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.59 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.32 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.18MShares$837 Million0.06% of portfolio
-
Jones Financial Companies Lllp4.83MShares$441 Million0.4% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$436 Million5.75% of portfolio