Robinson Smith Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History
Robinson Smith Wealth Advisors LLC
- $118 Billion
- Q4 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 100,396 shares of IUSV stock, worth $9.45 Million. This represents 7.88% of its overall portfolio holdings.
Number of Shares
100,396
Previous 97,281
3.2%
Holding current value
$9.45 Million
Previous $9.29 Billion
0.07%
% of portfolio
7.88%
Previous 7.9%
Shares
5 transactions
Others Institutions Holding IUSV
# of Institutions
776Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.74 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.3 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$871 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