Wharton Business Group, LLC Ishares Msci Usa Value Factor Transaction History
Wharton Business Group, LLC
- $2.23 Billion
- Q3 2024
A detailed history of Wharton Business Group, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Wharton Business Group, LLC holds 1,290,421 shares of VLUE stock, worth $142 Million. This represents 6.32% of its overall portfolio holdings.
Number of Shares
1,290,421
Previous 1,116,091
15.62%
Holding current value
$142 Million
Previous $115 Million
21.86%
% of portfolio
6.32%
Previous 5.96%
Shares
25 transactions
Others Institutions Holding VLUE
# of Institutions
448Shares Held
52.3MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO19.5MShares$2.14 Billion1.89% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.51MShares$496 Million28.72% of portfolio
-
Matson Money. Inc.3.46MShares$381 Million13.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.82MShares$200 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.78MShares$196 Million0.42% of portfolio