Unique Wealth, LLC Ishares Tr Edge Msci Intl Valu Transaction History

Unique Wealth, LLC

$480 Billion
Q4 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Unique Wealth, LLC holds 14,411 shares of IVLU stock, worth $393,564. This represents 0.08% of its overall portfolio holdings.

Number of Shares

14,411

Holding current value

$393,564

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$26.65 - $29.34 $384,053 - $422,818	14,411 New	14,411 $391 Million

Others Institutions Holding IVLU

# of Institutions

262

Shares Held

54.3M

Call Options Held

Put Options Held

Northwestern Mutual Wealth Management CO

14.8M
Shares

$403 Million
0.39% of portfolio
Mercer Global Advisors Inc Denver, CO

5.25M
Shares

$143 Million
0.34% of portfolio
Envestnet Asset Management Inc

4.91M
Shares

$134 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

3.78M
Shares

$103 Million
0.01% of portfolio
55 I, LLC Boston, MA

3.3M
Shares

$90.2 Million
1.82% of portfolio

View Full List

About ISHARES TR EDGE MSCI INTL VALU

Ticker IVLU
Sector ETFs
Industry ETFs

More about IVLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Unique Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unique Wealth, LLC with notifications on news.

Account