Montecito Bank & Trust Ishares Msci Usa Value Factor Transaction History
Montecito Bank & Trust
- $497 Million
- Q1 2024
A detailed history of Montecito Bank & Trust transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Montecito Bank & Trust holds 10,600 shares of VLUE stock, worth $1.09 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
10,600
Previous 13,402
20.91%
Holding current value
$1.09 Million
Previous $1.36 Million
15.28%
% of portfolio
0.23%
Previous 0.29%
Shares
16 transactions
Others Institutions Holding VLUE
# of Institutions
448Shares Held
55.5MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO18.4MShares$1.9 Billion2.05% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.46MShares$460 Million33.37% of portfolio
-
Matson Money. Inc.3.92MShares$405 Million14.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.8MShares$289 Million0.86% of portfolio
-
Envestnet Asset Management Inc2.8MShares$289 Million0.12% of portfolio