M Holdings Securities, Inc. Ishares Core S&P U.S. Value Et Transaction History
M Holdings Securities, Inc.
- $620 Million
- Q4 2024
A detailed history of M Holdings Securities, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, M Holdings Securities, Inc. holds 10,645 shares of IUSV stock, worth $1.03 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,645
Previous 986
979.61%
Holding current value
$1.03 Million
Previous $10.6 Million
90.74%
% of portfolio
0.16%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding IUSV
# of Institutions
771Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.9 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.33 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$891 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$448 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$425 Million0.14% of portfolio