My Purposeful Wealth Corp. Ishares Core S&P U.S. Value Et Transaction History
My Purposeful Wealth Corp.
- $213 Billion
- Q1 2025
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 52,477 shares of IUSV stock, worth $4.85 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
52,477
Previous 74,784
29.83%
Holding current value
$4.85 Million
Previous $6.92 Billion
30.06%
% of portfolio
2.28%
Previous 3.14%
Shares
10 transactions
Others Institutions Holding IUSV
# of Institutions
802Shares Held
180MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.67 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.33 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.18MShares$848 Million0.06% of portfolio
-
Jones Financial Companies Lllp4.83MShares$446 Million0.4% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$442 Million5.75% of portfolio