Windward Private Wealth Management Inc. Ishares Core S&P U.S. Value Et Transaction History
Windward Private Wealth Management Inc.
- $247 Million
- Q2 2024
A detailed history of Windward Private Wealth Management Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 35,253 shares of IUSV stock, worth $3.29 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
35,253
Previous 36,857
4.35%
Holding current value
$3.29 Million
Previous $3.33 Million
6.81%
% of portfolio
1.26%
Previous 1.36%
Shares
15 transactions
Others Institutions Holding IUSV
# of Institutions
686Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$5.91 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.21 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$801 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$430 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$399 Million7.67% of portfolio