Collaborative Wealth Managment Inc. Ishares Core S&P U.S. Value Et Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 2,214 shares of IUSV stock, worth $224,322. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,214
Holding current value
$224,322
% of portfolio
0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$94.17 - $99.95 $208,492 - $221,289
2,214 New
2,214 $221,000
Q2 2022

Aug 15, 2022
SELL
$64.88 - $77.18 $174,851 - $208,000
-2,695 Reduced 44.9%
3,307 $221,000
Q4 2021

Feb 11, 2022
BUY
$71.13 - $76.45 $42,251 - $45,411
594 Added 10.98%
6,002 $458,000
Q1 2021

May 12, 2022
BUY
$61.28 - $69.6 $331,402 - $376,396
5,408 New
5,408 $410,000

Others Institutions Holding IUSV

# of Institutions
834
Shares Held
192M
Call Options Held
0
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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