United Advisor Group, LLC Ishares Core S&P U.S. Value Et Transaction History
United Advisor Group, LLC
- $476 Million
- Q4 2024
A detailed history of United Advisor Group, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, United Advisor Group, LLC holds 3,662 shares of IUSV stock, worth $332,472. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,662
Previous 2,284
60.33%
Holding current value
$332,472
Previous $218,000
55.5%
% of portfolio
0.07%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
776Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.5 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.25 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$840 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$423 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$400 Million0.14% of portfolio