Litman Gregory Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History
Litman Gregory Wealth Management LLC
- $1.15 Billion
- Q4 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 14,111 shares of IUSV stock, worth $1.34 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,111
Previous 15,475
8.81%
Holding current value
$1.34 Million
Previous $1.48 Million
11.51%
% of portfolio
0.11%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding IUSV
# of Institutions
736Shares Held
163MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC65.6MShares$6.25 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.27 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$822 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.75MShares$452 Million5.39% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$410 Million7.92% of portfolio