Lauterbach Financial Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Lauterbach Financial Advisors, LLC
- $153 Million
- Q1 2025
A detailed history of Lauterbach Financial Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 2,619 shares of IUSV stock, worth $243,174. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,619
Previous 2,651
1.21%
Holding current value
$243,174
Previous $245,000
1.63%
% of portfolio
0.16%
Previous 0.16%
Shares
13 transactions
Others Institutions Holding IUSV
# of Institutions
802Shares Held
180MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.7 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.34 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.18MShares$852 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$444 Million5.75% of portfolio
-
Jones Financial Companies Lllp4.61MShares$428 Million0.14% of portfolio