A detailed history of Avion Wealth transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Avion Wealth holds 1,499 shares of IUSV stock, worth $141,430. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,499
Previous 1,669 10.19%
Holding current value
$141,430
Previous $159,000 13.21%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

SELL
$91.94 - $100.02 $15,629 - $17,003
-170 Reduced 10.19%
1,499 $138,000
Q3 2022

Oct 31, 2022

BUY
$62.61 - $73.64 $40,446 - $47,571
646 Added 63.15%
1,669 $104,000
Q2 2022

Aug 11, 2022

BUY
$64.88 - $77.18 $66,372 - $78,955
1,023 New
1,023 $68,000

Others Institutions Holding IUSV

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
Track This Portfolio

Track Avion Wealth Portfolio

Follow Avion Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.