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iShares S&P 500 Value ETF
237.79
USD
+0.34
0.14%
At close
Updated
Aug 26, 1:00 PM EDT
Pre-market
After hours
1 day
0.14%
5 days
0.24%
1 month
2.32%
3 months
4.35%
6 months
7.14%
Year to date
11.76%
1 year
17.3%
5 years
57.98%
10 years
148.81%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 526 |
SFPM
526
Sensible Financial Planning & Management
Waltham,
Massachusetts
| – | -$150K | -1,582 | Closed |
|
| 527 |
IWMPD
527
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$56K | -585 | Closed |
|
| 528 |
SAM
528
Shamrock Asset Management
Dallas,
Texas
| – | -$40K | -418 | Closed |
|
| 529 |
HR
529
Howe & Rusling
Rochester,
New York
| – | -$36K | -383 | Closed |
|
| 530 |
GWS
530
Glassman Wealth Services
Vienna,
Virginia
| – | -$26K | -275 | Closed |
|
| 531 |
S
531
SignatureFD
Atlanta,
Georgia
| – | -$8K | -89 | Closed |
|
| 532 |
VCM
532
Vigilant Capital Management
Portland,
Maine
| – | -$2K | -26 | Closed |
|