A detailed history of Adviser Investments LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Adviser Investments LLC holds 21,015 shares of IUSV stock, worth $2.05 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,015
Previous 21,176 0.76%
Holding current value
$2.05 Million
Previous $1.92 Million 3.29%
% of portfolio
0.02%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$85.39 - $90.42 $13,747 - $14,557
-161 Reduced 0.76%
21,015 $1.85 Million
Q1 2024

Apr 29, 2024

SELL
$82.87 - $90.44 $44,584 - $48,656
-538 Reduced 2.48%
21,176 $1.92 Million
Q4 2023

Feb 01, 2024

BUY
$71.48 - $84.61 $1,143 - $1,353
16 Added 0.07%
21,714 $1.83 Million
Q3 2023

Oct 11, 2023

SELL
$74.38 - $81.04 $501,172 - $546,047
-6,738 Reduced 23.7%
21,698 $1.62 Million
Q2 2023

Aug 04, 2023

SELL
$72.65 - $78.26 $191,578 - $206,371
-2,637 Reduced 8.49%
28,436 $2.23 Million
Q1 2023

Apr 25, 2023

BUY
$70.21 - $77.86 $189,075 - $209,676
2,693 Added 9.49%
31,073 $2.29 Million
Q4 2022

Jan 19, 2023

BUY
$63.23 - $73.93 $1.79 Million - $2.1 Million
28,380 New
28,380 $0

Others Institutions Holding IUSV

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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