Hoxton Planning & Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Hoxton Planning & Management, LLC
- $256 Million
- Q3 2024
A detailed history of Hoxton Planning & Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 6,708 shares of IUSV stock, worth $631,088. This represents 0.25% of its overall portfolio holdings.
Number of Shares
6,708
Previous 6,839
1.92%
Holding current value
$631,088
Previous $602,000
6.31%
% of portfolio
0.25%
Previous 0.28%
Shares
8 transactions
Others Institutions Holding IUSV
# of Institutions
776Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.74 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.3 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$871 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$438 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$415 Million0.14% of portfolio