My Purposeful Wealth Corp. Ishares Core S&P U.S. Value Et Transaction History
My Purposeful Wealth Corp.
- $221 Billion
- Q4 2024
A detailed history of My Purposeful Wealth Corp. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 74,784 shares of IUSV stock, worth $6.59 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
74,784
Previous 74,238
0.74%
Holding current value
$6.59 Million
Previous $7.09 Billion
2.32%
% of portfolio
3.14%
Previous 3.39%
Shares
9 transactions
Others Institutions Holding IUSV
# of Institutions
786Shares Held
177MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.31 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.22 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$816 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$421 Million5.75% of portfolio
-
Envestnet Asset Management Inc4.41MShares$389 Million0.14% of portfolio