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

Centricity Wealth Management, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Centricity Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 25,398 shares of IUSV stock, worth $2.25 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
25,398
Previous 25,061 1.34%
Holding current value
$2.25 Million
Previous $2.32 Billion 1.02%
% of portfolio
2.13%
Previous 2.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$90.0 - $96.32 $30,330 - $32,459
337 Added 1.34%
25,398 $2.34 Billion
Q4 2024

Feb 03, 2025
BUY
$91.94 - $100.02 $2.3 Million - $2.51 Million
25,061 New
25,061 $2.32 Billion

Others Institutions Holding IUSV

# of Institutions
786
Shares Held
177M
Call Options Held
2.9K
Put Options Held
0
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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