Able Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History

Able Wealth Management LLC

$152 Billion
Q4 2024

A detailed history of Able Wealth Management LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Able Wealth Management LLC holds 61,663 shares of IUSV stock, worth $5.88 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares

61,663

Previous 58,966 4.57%

Holding current value

$5.88 Million

Previous $5.63 Billion 1.4%

% of portfolio

3.75%

Previous 4.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$91.94 - $100.02 $247,962 - $269,753	2,697 Added 4.57%	61,663 $5.71 Billion
Q3 2024 Nov 01, 2024	BUY	$87.56 - $95.49 $108,749 - $118,598	1,242 Added 2.15%	58,966 $5.63 Billion
Q2 2024 Nov 01, 2024	BUY	$85.39 - $90.42 $73,947 - $78,303	866 Added 1.52%	57,724 $5.09 Billion
Q1 2024 Nov 01, 2024	BUY	$82.87 - $90.44 $93,891 - $102,468	1,133 Added 2.03%	56,858 $5.14 Billion
Q4 2023 Feb 20, 2024	BUY	$71.48 - $84.61 $3.98 Million - $4.71 Million	55,725 New	55,725 $4.7 Billion

Others Institutions Holding IUSV

# of Institutions

740

Shares Held

166M

Call Options Held

2.9K

Put Options Held

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

Ticker IUSV
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Able Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History