Wfa Of San Diego, LLC Ishares Core S&P U.S. Value Et Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
A detailed history of Wfa Of San Diego, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 600 shares of IUSV stock, worth $55,428. This represents 0.05% of its overall portfolio holdings.
Number of Shares
600
Previous 600
-0.0%
Holding current value
$55,428
Previous $52,000
9.62%
% of portfolio
0.05%
Previous 0.05%
Shares
3 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