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

Boyd Wealth Management, LLC

$197 Million
Q3 2024

A detailed history of Boyd Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 10,084 shares of IUSV stock, worth $953,744. This represents 0.49% of its overall portfolio holdings.

Number of Shares

10,084

Previous 8,878 13.58%

Holding current value

$953,744

Previous $782,000 23.02%

% of portfolio

0.49%

Previous 0.43%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$87.56 - $95.49 $105,597 - $115,160	1,206 Added 13.58%	10,084 $962,000
Q2 2024 Jul 24, 2024	BUY	$85.39 - $90.42 $69,592 - $73,692	815 Added 10.11%	8,878 $782,000
Q1 2024 Apr 24, 2024	SELL	$82.87 - $90.44 $28,175 - $30,749	-340 Reduced 4.05%	8,063 $729,000
Q4 2023 Jan 31, 2024	BUY	$71.48 - $84.61 $96,712 - $114,477	1,353 Added 19.19%	8,403 $708,000
Q3 2023 Oct 25, 2023	SELL	$74.38 - $81.04 $124,214 - $135,336	-1,670 Reduced 19.15%	7,050 $526,000
Q2 2023 Jul 20, 2023	SELL	$72.65 - $78.26 $62,115 - $66,912	-855 Reduced 8.93%	8,720 $682,000
Q1 2023 Apr 20, 2023	BUY	$70.21 - $77.86 $121,603 - $134,853	1,732 Added 22.08%	9,575 $706,000
Q4 2022 Jan 20, 2023	BUY	$63.23 - $73.93 $165,156 - $193,105	2,612 Added 49.93%	7,843 $0
Q3 2022 Oct 17, 2022	SELL	$62.61 - $73.64 $24,730 - $29,087	-395 Reduced 7.02%	5,231 $327,000
Q2 2022 Aug 03, 2022	BUY	$64.88 - $77.18 $365,014 - $434,214	5,626 New	5,626 $376,000

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

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