Wealthstream Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History
Wealthstream Advisors, Inc.
- $255 Million
- Q1 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 3,938 shares of IUSV stock, worth $357,137. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,938
Previous 3,938
-0.0%
Holding current value
$357,137
Previous $332,000
7.23%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
671Shares Held
149MCall Options Held
7.1KPut Options Held
200-
Bank Of America Corp Charlotte, NC60MShares$5.44 Billion0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.3MShares$1.12 Billion0.61% of portfolio
-
Morgan Stanley New York, NY8.12MShares$737 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$418 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.24MShares$385 Million8.13% of portfolio