Peninsula Wealth, LLC Ishares Tr Edge Msci Intl Valu Transaction History
Peninsula Wealth, LLC
- $558 Million
- Q3 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Peninsula Wealth, LLC holds 295,036 shares of IVLU stock, worth $7.92 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
295,036
Previous 270,845
8.93%
Holding current value
$7.92 Million
Previous $7.43 Million
17.24%
% of portfolio
1.56%
Previous 1.44%
Shares
5 transactions
Others Institutions Holding IVLU
# of Institutions
256Shares Held
53.9MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO14.8MShares$396 Million0.39% of portfolio
-
Mercer Global Advisors Inc Denver, CO5.25MShares$141 Million0.34% of portfolio
-
Envestnet Asset Management Inc4.91MShares$132 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY3.78MShares$101 Million0.01% of portfolio
-
55 I, LLC Boston, MA3.3MShares$88.7 Million1.82% of portfolio