J.W. Cole Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 6,158 shares of IUSV stock, worth $613,891. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,158
Previous 6,479
4.95%
Holding current value
$613,891
Previous $570,000
3.16%
% of portfolio
0.03%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding IUSV
# of Institutions
729Shares Held
163MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC65.6MShares$6.54 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.33 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$861 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$490 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$430 Million7.92% of portfolio