Merit Financial Group, LLC Ishares Core S&P U.S. Value Et Transaction History
Merit Financial Group, LLC
- $6.49 Billion
- Q1 2025
A detailed history of Merit Financial Group, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Merit Financial Group, LLC holds 2,409,463 shares of IUSV stock, worth $218 Million. This represents 3.4% of its overall portfolio holdings.
Number of Shares
2,409,463
Previous 1,803,053
33.63%
Holding current value
$218 Million
Previous $167 Million
31.89%
% of portfolio
3.4%
Previous 3.04%
Shares
8 transactions
Others Institutions Holding IUSV
# of Institutions
802Shares Held
180MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.52 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.3 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.18MShares$830 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$432 Million5.75% of portfolio
-
Jones Financial Companies Lllp4.61MShares$417 Million0.14% of portfolio