Kwb Wealth Ishares Core S&P U.S. Value Et Call Options Transaction History
Kwb Wealth
- $882 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
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
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Lpl Financial LLC Fort Mill, SC15.2MShares$1.5 Billion0.51% of portfolio
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Morgan Stanley New York, NY9.02MShares$893 Million0.06% of portfolio
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Jones Financial Companies Lllp5.7MShares$565 Million0.41% of portfolio
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Envestnet Asset Management Inc5.25MShares$520 Million0.15% of portfolio