Merriman Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
A detailed history of Merriman Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 2,181 shares of IUSV stock, worth $213,738. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,181
Previous 3,701
41.07%
Holding current value
$213,738
Previous $353,000
42.78%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
812Shares Held
182MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.29 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.49 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.02MShares$884 Million0.06% of portfolio
-
Jones Financial Companies Lllp5.7MShares$558 Million0.41% of portfolio
-
Envestnet Asset Management Inc5.25MShares$515 Million0.15% of portfolio