Regimen Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History
Regimen Wealth, LLC
- $290 Billion
- Q2 2024
A detailed history of Regimen Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Regimen Wealth, LLC holds 6,534 shares of IUSV stock, worth $620,599. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,534
Previous 6,744
3.11%
Holding current value
$620,599
Previous $610 Million
5.58%
% of portfolio
0.2%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding IUSV
# of Institutions
687Shares 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