Jamison Private Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History
Jamison Private Wealth Management, Inc.
- $789 Billion
- Q3 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 5,971 shares of IUSV stock, worth $599,309. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,971
Previous 5,943
0.47%
Holding current value
$599,309
Previous $562 Million
6.12%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
830Shares Held
184MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.47 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.52 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.02MShares$905 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.13MShares$615 Million0.42% of portfolio
-
Envestnet Asset Management Inc5.81MShares$583 Million0.18% of portfolio