Bogart Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Bogart Wealth, LLC holds 519 shares of IUSV stock, worth $48,277. This represents 0.0% of its overall portfolio holdings.

Number of Shares
519
Previous 453 14.57%
Holding current value
$48,277
Previous $39,000 25.64%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$87.56 - $95.49 $5,778 - $6,302
66 Added 14.57%
519 $49,000
Q2 2024

Jul 31, 2024
BUY
$85.39 - $90.42 $38,681 - $40,960
453 New
453 $39,000
Q1 2023

Apr 21, 2023
BUY
$70.21 - $77.86 $421 - $467
6 Added 7.89%
82 $6,000
Q4 2022

Feb 06, 2023
BUY
$63.23 - $73.93 $505 - $591
8 Added 11.76%
76 $5,000
Q3 2022

Nov 03, 2022
BUY
$62.61 - $73.64 $438 - $515
7 Added 11.48%
68 $4,000
Q2 2022

Jul 22, 2022
BUY
$64.88 - $77.18 $3,957 - $4,707
61 New
61 $4,000

Others Institutions Holding IUSV

# of Institutions
728
Shares Held
163M
Call Options Held
2.8K
Put Options Held
2K
View Full List

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

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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