Sheets Smith Wealth Management Ishares Core S&P U.S. Value Et Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
A detailed history of Sheets Smith Wealth Management transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Sheets Smith Wealth Management holds 3,948 shares of IUSV stock, worth $368,506. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,948
Previous 3,942
0.15%
Holding current value
$368,506
Previous $356,000
2.53%
% of portfolio
0.04%
Previous 0.04%
Shares
21 transactions
Others Institutions Holding IUSV
# of Institutions
686Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$5.91 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.21 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$801 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$430 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$399 Million7.67% of portfolio