Innovative Wealth Building LLC Ishares Core S&P U.S. Value Et Transaction History
Innovative Wealth Building LLC
- $109 Billion
- Q1 2025
A detailed history of Innovative Wealth Building LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Innovative Wealth Building LLC holds 13,832 shares of IUSV stock, worth $1.22 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
13,832
Previous 13,849
0.12%
Holding current value
$1.22 Million
Previous $1.28 Billion
0.44%
% of portfolio
1.18%
Previous 1.16%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
787Shares Held
177MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.31 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.22 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$816 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$421 Million5.75% of portfolio
-
Envestnet Asset Management Inc4.41MShares$389 Million0.14% of portfolio