Lloyd Advisory Services, Llc. Ishares Core S&P U.S. Value Et Transaction History
Lloyd Advisory Services, Llc.
- $110 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
802Shares Held
180MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.8 Billion0.55% of portfolio
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Lpl Financial LLC Fort Mill, SC14.4MShares$1.36 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.18MShares$865 Million0.06% of portfolio
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Jones Financial Companies Lllp4.83MShares$455 Million0.4% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$450 Million5.75% of portfolio