Peninsula Wealth, LLC Ishares Tr Edge Msci Intl Valu Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 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 500,695 shares of IVLU stock, worth $16 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
500,695
Previous 295,036
69.71%
Holding current value
$16 Million
Previous $8.71 Million
55.8%
% of portfolio
2.33%
Previous 1.56%
Shares
6 transactions
Others Institutions Holding IVLU
# of Institutions
290Shares Held
55.9MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO15.4MShares$492 Million0.39% of portfolio
-
Mercer Global Advisors Inc Denver, CO4.37MShares$140 Million0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$138 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY3.94MShares$126 Million0.01% of portfolio
-
55 I, LLC Boston, MA3.3MShares$105 Million1.82% of portfolio