Iht Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History
Iht Wealth Management, LLC
- $2.62 Billion
- Q2 2024
A detailed history of Iht Wealth Management, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Iht Wealth Management, LLC holds 3,948 shares of VLUE stock, worth $431,042. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,948
Previous 5,028
21.48%
Holding current value
$431,042
Previous $544,000
25.0%
% of portfolio
0.02%
Previous 0.02%
Shares
17 transactions
Others Institutions Holding VLUE
# of Institutions
440Shares Held
53.8MCall Options Held
4KPut Options Held
0-
Northwestern Mutual Wealth Management CO18.9MShares$2.06 Billion1.93% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.49MShares$490 Million28.76% of portfolio
-
Matson Money. Inc.3.7MShares$404 Million12.73% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.53MShares$277 Million0.66% of portfolio
-
Envestnet Asset Management Inc2.52MShares$275 Million0.09% of portfolio