R. W. Roge & Company, Inc. Ishares Core S&P U.S. Value Et Transaction History
R. W. Roge & Company, Inc.
- $185 Million
- Q4 2024
A detailed history of R. W. Roge & Company, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, R. W. Roge & Company, Inc. holds 8,929 shares of IUSV stock, worth $839,683. This represents 0.45% of its overall portfolio holdings.
Number of Shares
8,929
Previous 9,115
2.04%
Holding current value
$839,683
Previous $870,000
5.06%
% of portfolio
0.45%
Previous 0.46%
Shares
6 transactions
Others Institutions Holding IUSV
# of Institutions
775Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.73 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.3 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$870 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$438 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$415 Million0.14% of portfolio