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

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 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 2,287 shares of IUSV stock, worth $212,736. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,287

Previous 2,996 23.66%

Holding current value

$212,736

Previous $264,000 17.42%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$87.56 - $95.49 $62,080 - $67,702	-709 Reduced 23.66%	2,287 $218,000
Q2 2024 Jul 18, 2024	BUY	$85.39 - $90.42 $55,674 - $58,953	652 Added 27.82%	2,996 $264,000
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	$63.23 - $73.93 $98,449 - $115,109	-1,557 Reduced 31.51%	3,384 $239,000
Q3 2022 Nov 02, 2022	BUY	$62.61 - $73.64 $97,483 - $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

728

Shares Held

163M

Call Options Held

2.8K

Put Options Held

View Full List

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

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