Townsend & Associates, Inc Ishares Core S&P U.S. Value Et Transaction History
Townsend & Associates, Inc
- $917 Million
- Q4 2024
A detailed history of Townsend & Associates, Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Townsend & Associates, Inc holds 446,118 shares of IUSV stock, worth $42 Million. This represents 4.5% of its overall portfolio holdings.
Number of Shares
446,118
Previous 448,982
0.64%
Holding current value
$42 Million
Previous $42.9 Million
3.62%
% of portfolio
4.5%
Previous 4.36%
Shares
18 transactions
Others Institutions Holding IUSV
# of Institutions
776Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.74 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.3 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$871 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$438 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$415 Million0.14% of portfolio