Baron Silver Stevens Financial Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Baron Silver Stevens Financial Advisors, LLC

$517 Million
Q1 2024

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 2,344 shares of IUSV stock, worth $205,826. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,344

Holding current value

$205,826

% of portfolio

0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$82.87 - $90.44 $194,247 - $211,991	2,344 New	2,344 $211,000
Q3 2023 Oct 31, 2023	SELL	$74.38 - $81.04 $24,322 - $26,500	-327 Reduced 9.66%	3,057 $228,000
Q4 2022 Jan 30, 2023	SELL	$68.46 - $73.93 $106,592 - $115,109	-1,557 Reduced 31.51%	3,384 $239,000
Q3 2022 Nov 02, 2022	BUY	$64.77 - $73.64 $100,846 - $114,657	1,557 Added 46.01%	4,941 $212,000
Q1 2022 May 03, 2022	BUY	$71.81 - $77.49 $243,005 - $262,226	3,384 New	3,384 $256,000

Others Institutions Holding IUSV

# of Institutions

667

Shares Held

148M

Call Options Held

7.1K

Put Options Held

5.95K

View Full List

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

Ticker IUSV
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Baron Silver Stevens Financial Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History