Theory Financial LLC Ishares Tr Edge Msci Intl Valu Transaction History
Theory Financial LLC
- $232 Million
- Q4 2024
A detailed history of Theory Financial LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Theory Financial LLC holds 8,388 shares of IVLU stock, worth $239,896. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,388
Previous 8,064
4.02%
Holding current value
$239,896
Previous $238,000
4.62%
% of portfolio
0.1%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding IVLU
# of Institutions
279Shares Held
55.8MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO14.8MShares$422 Million0.39% of portfolio
-
Mercer Global Advisors Inc Denver, CO5.25MShares$150 Million0.34% of portfolio
-
Envestnet Asset Management Inc4.91MShares$141 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY3.78MShares$108 Million0.01% of portfolio
-
55 I, LLC Boston, MA3.3MShares$94.4 Million1.82% of portfolio