Marshall & Sterling Wealth Advisors Inc. Ishares Core S&P U.S. Value Et Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 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 $28,505. This represents 0.02% of its overall portfolio holdings.
Number of Shares
284
Previous 284
-0.0%
Holding current value
$28,505
Previous $26.2 Million
2.54%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
830Shares Held
184MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.47 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.52 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.02MShares$905 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.13MShares$615 Million0.42% of portfolio
-
Envestnet Asset Management Inc5.81MShares$583 Million0.18% of portfolio