Marshall & Sterling Wealth Advisors Inc. Ishares Core S&P U.S. Value Et Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 284 shares of IUSV stock, worth $27,039. This represents 0.02% of its overall portfolio holdings.
Number of Shares
284Holding current value
$27,039% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
801Shares Held
179MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.87 Billion0.55% of portfolio
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Lpl Financial LLC Fort Mill, SC14.4MShares$1.37 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.18MShares$874 Million0.06% of portfolio
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Envestnet Asset Management Inc5.25MShares$500 Million0.15% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.86MShares$462 Million5.53% of portfolio