Occidental Asset Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Occidental Asset Management, LLC
- $616 Million
- Q3 2024
A detailed history of Occidental Asset Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Occidental Asset Management, LLC holds 19,651 shares of IUSV stock, worth $1.94 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
19,651
Previous 9,310
111.07%
Holding current value
$1.94 Million
Previous $820,000
128.78%
% of portfolio
0.3%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding IUSV
# of Institutions
726Shares Held
163MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC65.6MShares$6.49 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.32 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$854 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$486 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$426 Million7.92% of portfolio