Simplicity Wealth,Llc Ishares Core S&P U.S. Value Et Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Simplicity Wealth,Llc holds 6,136 shares of IUSV stock, worth $607,893. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,136
Previous 4,926
24.56%
Holding current value
$607,893
Previous $466,000
31.55%
% of portfolio
0.04%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
825Shares Held
183MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.37 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.5 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.02MShares$893 Million0.06% of portfolio
-
Jones Financial Companies Lllp5.7MShares$565 Million0.41% of portfolio
-
Envestnet Asset Management Inc5.25MShares$520 Million0.15% of portfolio