Jgp Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History
Jgp Wealth Management, LLC
- $886 Million
- Q3 2025
A detailed history of Jgp Wealth Management, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 2,769 shares of VLUE stock, worth $347,011. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,769
Previous 2,769
-0.0%
Holding current value
$347,011
Previous $313,000
10.54%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding VLUE
# of Institutions
480Shares Held
50.4MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO21.6MShares$2.7 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.66MShares$585 Million28.79% of portfolio
-
Matson Money. Inc.2.6MShares$326 Million10.27% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$220 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.52MShares$190 Million0.0% of portfolio