West Financial Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
West Financial Advisors, LLC
- $602 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
814Shares Held
183MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.37 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.5 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.02MShares$893 Million0.06% of portfolio
-
Jones Financial Companies Lllp5.7MShares$565 Million0.41% of portfolio
-
Envestnet Asset Management Inc5.25MShares$520 Million0.15% of portfolio