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 9,352 shares of IUSV stock, worth $924,725. This represents 0.31% of its overall portfolio holdings.

Number of Shares
9,352
Previous 8,686 7.67%
Holding current value
$924,725
Previous $766 Million 16.66%
% of portfolio
0.31%
Previous 0.31%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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