Investment Advisory Group, LLC Ishares Core S&P U.S. Value Et Transaction History
Investment Advisory Group, LLC
- $291 Million
- Q4 2024
A detailed history of Investment Advisory Group, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Investment Advisory Group, LLC holds 4,093 shares of IUSV stock, worth $390,431. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,093
Previous 4,093
-0.0%
Holding current value
$390,431
Previous $390,000
2.82%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding IUSV
# of Institutions
770Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.83 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.32 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$883 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$444 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$421 Million0.14% of portfolio