Litman Gregory Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History
Litman Gregory Wealth Management LLC
- $1.27 Billion
- Q2 2025
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 13,298 shares of IUSV stock, worth $1.34 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
13,298
Previous 13,298
-0.0%
Holding current value
$1.34 Million
Previous $1.23 Million
2.53%
% of portfolio
0.1%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding IUSV
# of Institutions
811Shares Held
182MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.49 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.53 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.02MShares$907 Million0.06% of portfolio
-
Jones Financial Companies Lllp5.7MShares$573 Million0.41% of portfolio
-
Envestnet Asset Management Inc5.25MShares$529 Million0.15% of portfolio