Talisman Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 9,257 shares of IUSV stock, worth $855,439. This represents 0.95% of its overall portfolio holdings.
Number of Shares
9,257
Previous 9,123
1.47%
Holding current value
$855,439
Previous $825,000
1.21%
% of portfolio
0.95%
Previous 1.04%
Shares
7 transactions
Others Institutions Holding IUSV
# of Institutions
686Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$5.85 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.2 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$793 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$426 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$395 Million7.67% of portfolio