Morton Brown Family Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History
Morton Brown Family Wealth, LLC
- $242 Million
- Q1 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 790 shares of IUSV stock, worth $72,537. This represents 0.03% of its overall portfolio holdings.
Number of Shares
790
Previous 790
-0.0%
Holding current value
$72,537
Previous $66,000
7.58%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
671Shares Held
148MCall Options Held
7.1KPut Options Held
200-
Bank Of America Corp Charlotte, NC60MShares$5.51 Billion0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.3MShares$1.13 Billion0.61% of portfolio
-
Morgan Stanley New York, NY8.12MShares$746 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$423 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.24MShares$390 Million8.13% of portfolio