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 $50,187. This represents 0.0% of its overall portfolio holdings.

Number of Shares

519

Previous 453 14.57%

Holding current value

$50,187

Previous $39,000 25.64%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

726

Shares Held

163M

Call Options Held

2.8K

Put Options Held

View Full List

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

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