Tobias Financial Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History
Tobias Financial Advisors, Inc.
- $569 Million
- Q2 2025
A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 32,038 shares of IUSV stock, worth $3.22 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
32,038Holding current value
$3.22 Million% of portfolio
0.53%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
811Shares Held
182MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.49 Billion0.53% of portfolio
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Lpl Financial LLC Fort Mill, SC15.2MShares$1.53 Billion0.51% of portfolio
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Morgan Stanley New York, NY9.02MShares$907 Million0.06% of portfolio
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Jones Financial Companies Lllp5.7MShares$573 Million0.41% of portfolio
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Envestnet Asset Management Inc5.25MShares$529 Million0.15% of portfolio