Wealthstream Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History
Wealthstream Advisors, Inc.
- $512 Million
- Q1 2025
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 $363,792. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,938
Previous 3,938
-0.0%
Holding current value
$363,792
Previous $364,000
0.27%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
802Shares Held
180MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.67 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.33 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.18MShares$848 Million0.06% of portfolio
-
Jones Financial Companies Lllp4.83MShares$446 Million0.4% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$442 Million5.75% of portfolio