High Mark Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History
High Mark Wealth Management LLC
- $165 Million
- Q2 2024
A detailed history of High Mark Wealth Management LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, High Mark Wealth Management LLC holds 80,012 shares of IUSV stock, worth $7.47 Million. This represents 4.27% of its overall portfolio holdings.
Number of Shares
80,012
Previous 80,946
1.15%
Holding current value
$7.47 Million
Previous $7.32 Million
3.67%
% of portfolio
4.27%
Previous 4.56%
Shares
19 transactions
Others Institutions Holding IUSV
# of Institutions
686Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$5.91 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.21 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$801 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$430 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$399 Million7.67% of portfolio