Mark Sheptoff Financial Planning, LLC Ishares Msci Usa Value Factor Transaction History
Mark Sheptoff Financial Planning, LLC
- $180 Million
- Q2 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 38 shares of VLUE stock, worth $4,762. This represents 0.0% of its overall portfolio holdings.
Number of Shares
38
Previous 38
-0.0%
Holding current value
$4,762
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VLUE
# of Institutions
483Shares Held
50.4MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO21.6MShares$2.7 Billion1.8% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.66MShares$585 Million28.79% of portfolio
-
Matson Money. Inc.2.6MShares$326 Million10.27% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$220 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.52MShares$190 Million0.0% of portfolio