Beirne Wealth Consulting Services, LLC Ishares Core S&P U.S. Value Et Transaction History

Beirne Wealth Consulting Services, LLC

$281 Billion
Q1 2025

A detailed history of Beirne Wealth Consulting Services, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Beirne Wealth Consulting Services, LLC holds 9,378 shares of IUSV stock, worth $896,818. This represents 0.31% of its overall portfolio holdings.

Number of Shares

9,378

Previous 9,709 3.41%

Holding current value

$896,818

Previous $899 Million 3.73%

% of portfolio

0.31%

Previous 0.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$90.0 - $96.32 $29,790 - $31,881	-331 Reduced 3.41%	9,378 $866 Million
Q4 2024 Jan 31, 2025	BUY	$91.94 - $100.02 $32,822 - $35,707	357 Added 3.82%	9,709 $899 Million
Q3 2024 Nov 07, 2024	BUY	$87.56 - $95.49 $58,314 - $63,596	666 Added 7.67%	9,352 $893 Million
Q2 2024 Aug 12, 2024	BUY	$85.39 - $90.42 $169,755 - $179,754	1,988 Added 29.68%	8,686 $766 Million
Q1 2024 May 13, 2024	BUY	$82.87 - $90.44 $82 - $90	1 Added 0.01%	6,698 $606 Million
Q4 2023 Feb 06, 2024	SELL	$71.48 - $84.61 $49,821 - $58,973	-697 Reduced 9.43%	6,697 $565 Million
Q1 2023 May 10, 2023	SELL	$70.21 - $77.86 $79,267 - $87,903	-1,129 Reduced 13.25%	7,394 $546 Million
Q4 2022 Feb 08, 2023	SELL	$63.23 - $73.93 $12,772 - $14,933	-202 Reduced 2.32%	8,523 $601,000
Q3 2022 Nov 07, 2022	BUY	$62.61 - $73.64 $289,508 - $340,511	4,624 Added 112.75%	8,725 $546,000
Q2 2022 Jul 13, 2022	BUY	$64.88 - $77.18 $266,072 - $316,515	4,101 New	4,101 $274,000

Others Institutions Holding IUSV

# of Institutions

802

Shares Held

180M

Call Options Held

Put Options Held

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Beirne Wealth Consulting Services, LLC Ishares Core S&P U.S. Value Et Transaction History