Kwb Wealth Ishares Core S&P U.S. Value Et Transaction History
Kwb Wealth
- $882 Million
- Q3 2025
A detailed history of Kwb Wealth transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Kwb Wealth holds 2,608 shares of IUSV stock, worth $258,374. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,608
Previous 2,178
19.74%
Holding current value
$258,374
Previous $206,000
26.21%
% of portfolio
0.03%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding IUSV
# of Institutions
814Shares Held
183MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.37 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.5 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.02MShares$893 Million0.06% of portfolio
-
Jones Financial Companies Lllp5.7MShares$565 Million0.41% of portfolio
-
Envestnet Asset Management Inc5.25MShares$520 Million0.15% of portfolio