Southern Capital Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Southern Capital Advisors, LLC
- $164 Million
- Q1 2024
A detailed history of Southern Capital Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Southern Capital Advisors, LLC holds 251,258 shares of IUSV stock, worth $22.4 Million. This represents 13.87% of its overall portfolio holdings.
Number of Shares
251,258
Previous 257,071
2.26%
Holding current value
$22.4 Million
Previous $21.7 Million
4.82%
% of portfolio
13.87%
Previous 15.47%
Shares
10 transactions
Others Institutions Holding IUSV
# of Institutions
665Shares Held
148MCall Options Held
7.1KPut Options Held
5.95K-
Bank Of America Corp Charlotte, NC60MShares$5.35 Billion0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.3MShares$1.1 Billion0.61% of portfolio
-
Morgan Stanley New York, NY8.12MShares$725 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.64MShares$414 Million5.99% of portfolio
-
Signaturefd, LLC Atlanta, GA4.24MShares$378 Million8.13% of portfolio