Valpey Financial Services, LLC Ishares Core S&P U.S. Value Et Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 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 30,174 shares of IUSV stock, worth $2.9 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
30,174Holding current value
$2.9 Million% of portfolio
1.97%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
811Shares Held
183MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.95 Billion0.55% of portfolio
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Lpl Financial LLC Fort Mill, SC15.2MShares$1.46 Billion0.51% of portfolio
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Morgan Stanley New York, NY9.18MShares$884 Million0.06% of portfolio
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Jones Financial Companies Lllp5.7MShares$548 Million0.41% of portfolio
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Envestnet Asset Management Inc5.25MShares$506 Million0.15% of portfolio