Valpey Financial Services, LLC Ishares Core S&P U.S. Value Et Transaction History
Valpey Financial Services, LLC
- $153 Billion
- Q3 2025
A detailed history of Valpey Financial Services, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Valpey Financial Services, LLC holds 29,153 shares of IUSV stock, worth $2.95 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
29,153
Previous 30,174
3.38%
Holding current value
$2.95 Million
Previous $2.86 Billion
2.05%
% of portfolio
1.91%
Previous 1.97%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
834Shares Held
192MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC80.2MShares$8.13 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.8MShares$1.6 Billion0.49% of portfolio
-
Morgan Stanley New York, NY9.08MShares$920 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.13MShares$621 Million0.42% of portfolio
-
Envestnet Asset Management Inc5.81MShares$589 Million0.18% of portfolio