Jamison Private Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History
Jamison Private Wealth Management, Inc.
- $697 Billion
- Q2 2025
A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 5,943 shares of IUSV stock, worth $577,659. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,943Holding current value
$577,659% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
802Shares Held
177MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$7.02 Billion0.55% of portfolio
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Lpl Financial LLC Fort Mill, SC14.4MShares$1.4 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.18MShares$892 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.86MShares$472 Million5.53% of portfolio
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Jones Financial Companies Lllp4.83MShares$470 Million0.4% of portfolio