Northwest Financial Advisors Ishares Core S&P U.S. Value Et Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Northwest Financial Advisors holds 5,824 shares of IUSV stock, worth $553,163. This represents 0.35% of its overall portfolio holdings.
Number of Shares
5,824
Previous 5,841
0.29%
Holding current value
$553,163
Previous $528 Million
2.84%
% of portfolio
0.35%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
686Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$6.01 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.23 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$815 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$437 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$406 Million7.67% of portfolio