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 $621,699. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,136
Previous 4,926
24.56%
Holding current value
$621,699
Previous $466,000
31.55%
% of portfolio
0.04%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
834Shares Held
192MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC80.2MShares$8.13 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.8MShares$1.6 Billion0.49% of portfolio
-
Morgan Stanley New York, NY9.08MShares$920 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.13MShares$621 Million0.42% of portfolio
-
Envestnet Asset Management Inc5.81MShares$589 Million0.18% of portfolio