Safeguard Financial, LLC Ishares Core S&P U.S. Value Et Transaction History
Safeguard Financial, LLC
- $458 Million
- Q4 2024
A detailed history of Safeguard Financial, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Safeguard Financial, LLC holds 4,597 shares of IUSV stock, worth $442,783. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,597
Previous 4,597
-0.0%
Holding current value
$442,783
Previous $438,000
2.97%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IUSV
# of Institutions
771Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.9 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.33 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$891 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$448 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$425 Million0.14% of portfolio