Robertson Stephens Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Robertson Stephens Wealth Management, LLC
- $2.7 Billion
- Q3 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 82,653 shares of IUSV stock, worth $7.77 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
82,653
Previous 68,059
21.44%
Holding current value
$7.77 Million
Previous $6 Million
31.58%
% of portfolio
0.29%
Previous 0.31%
Shares
8 transactions
Others Institutions Holding IUSV
# of Institutions
728Shares Held
163MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC65.6MShares$6.16 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.25 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$812 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$462 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$405 Million7.92% of portfolio