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

Angeles Wealth Management, LLC

$1.16 Billion
Q3 2024

A detailed history of Angeles Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 2,151 shares of IUSV stock, worth $214,433. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,151

Previous 2,151 -0.0%

Holding current value

$214,433

Previous $189,000 8.47%

% of portfolio

0.02%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	SELL	$85.39 - $90.42 $325,165 - $344,319	-3,808 Reduced 63.9%	2,151 $189,000
Q4 2023 Feb 13, 2024	BUY	$71.48 - $84.61 $284,990 - $337,340	3,987 Added 202.18%	5,959 $502,000
Q1 2023 May 11, 2023	SELL	$70.21 - $77.86 $49,146 - $54,502	-700 Reduced 26.2%	1,972 $145,000
Q1 2022 May 16, 2022	BUY	$71.81 - $77.49 $191,876 - $207,053	2,672 New	2,672 $203,000

Others Institutions Holding IUSV

# of Institutions

729

Shares Held

163M

Call Options Held

2.8K

Put Options Held

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

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