Investment Advisory Group, LLC Ishares Core S&P U.S. Value Et Transaction History
Investment Advisory Group, LLC
- $254 Million
- Q2 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 4,680 shares of IUSV stock, worth $439,826. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,680
Previous 4,680
-0.0%
Holding current value
$439,826
Previous $423,000
2.6%
% of portfolio
0.16%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
687Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$5.95 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.22 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$806 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$433 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$401 Million7.67% of portfolio