Valued Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History
Valued Wealth Advisors LLC
- $167 Billion
- Q1 2025
A detailed history of Valued Wealth Advisors LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 1,403 shares of IUSV stock, worth $124,586. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,403
Previous 337
316.32%
Holding current value
$124,586
Previous $31.2 Million
315.26%
% of portfolio
0.08%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IUSV
# of Institutions
782Shares Held
177MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.36 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.28 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$822 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$425 Million5.75% of portfolio
-
Envestnet Asset Management Inc4.6MShares$408 Million0.14% of portfolio