Mogy Joel R Investment Counsel Inc Ishares Core S&P U.S. Value Et Transaction History
Mogy Joel R Investment Counsel Inc
- $1.67 Billion
- Q4 2024
A detailed history of Mogy Joel R Investment Counsel Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 375 shares of IUSV stock, worth $34,488. This represents 0.0% of its overall portfolio holdings.
Number of Shares
375
Previous 99
278.79%
Holding current value
$34,488
Previous $9,000
277.78%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
777Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.59 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.27 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$851 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$428 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$406 Million0.14% of portfolio