Independence Financial Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Independence Financial Advisors, LLC
- $263 Billion
- Q1 2025
A detailed history of Independence Financial Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Independence Financial Advisors, LLC holds 374,405 shares of IUSV stock, worth $33.2 Million. This represents 13.14% of its overall portfolio holdings.
Number of Shares
374,405Holding current value
$33.2 Million% of portfolio
13.14%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
789Shares Held
179MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.36 Billion0.57% of portfolio
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Lpl Financial LLC Fort Mill, SC14.4MShares$1.28 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.25MShares$822 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$425 Million5.75% of portfolio
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Envestnet Asset Management Inc4.6MShares$408 Million0.14% of portfolio