Valley Forge Investment Consultants Inc Adv Ishares Core S&P U.S. Value Et Transaction History
Valley Forge Investment Consultants Inc Adv
- $280 Million
- Q1 2025
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 24,725 shares of IUSV stock, worth $2.38 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
24,725
Previous 24,627
0.4%
Holding current value
$2.38 Million
Previous $2.28 Million
-0.0%
% of portfolio
0.82%
Previous 0.79%
Shares
18 transactions
Others Institutions Holding IUSV
# of Institutions
800Shares Held
181MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.95 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.46 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.18MShares$884 Million0.06% of portfolio
-
Envestnet Asset Management Inc5.25MShares$506 Million0.15% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.86MShares$467 Million5.53% of portfolio