Whipplewood Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Whipplewood Advisors, LLC

$169 Billion
Q1 2025

A detailed history of Whipplewood Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 74 shares of IUSV stock, worth $6,765. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$6,765

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 09, 2025	BUY	$90.0 - $96.32 $6,660 - $7,127	74 New	74 $7.66 Million

Others Institutions Holding IUSV

# of Institutions

782

Shares Held

175M

Call Options Held

2.9K

Put Options Held

Bank Of America Corp Charlotte, NC

71.6M
Shares

$6.55 Billion
0.57% of portfolio
Lpl Financial LLC Fort Mill, SC

13.8M
Shares

$1.26 Billion
0.54% of portfolio
Morgan Stanley New York, NY

9.25M
Shares

$846 Million
0.06% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.65M
Shares

$426 Million
5.6% of portfolio
Envestnet Asset Management Inc

4.41M
Shares

$403 Million
0.14% of portfolio

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
Sector ETFs
Industry ETFs

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Whipplewood Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History