A detailed history of Colonial River Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 2,610 shares of IUSV stock, worth $258,076. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,610
Holding current value
$258,076
% of portfolio
0.12%

Shares

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

Nov 04, 2024

BUY
$87.56 - $95.49 $228,531 - $249,228
2,610 New
2,610 $249,000
Q2 2023

Aug 08, 2023

SELL
$72.65 - $78.26 $14,965 - $16,121
-206 Reduced 5.14%
3,799 $297,000
Q1 2023

May 04, 2023

SELL
$70.21 - $77.86 $20,150 - $22,345
-287 Reduced 6.69%
4,005 $295,000
Q4 2022

Feb 10, 2023

BUY
$63.23 - $73.93 $4,615 - $5,396
73 Added 1.73%
4,292 $303,000
Q3 2022

Nov 14, 2022

BUY
$62.61 - $73.64 $1,314 - $1,546
21 Added 0.5%
4,219 $264,000
Q2 2022

Aug 15, 2022

SELL
$64.88 - $77.18 $13,495 - $16,053
-208 Reduced 4.72%
4,198 $281,000
Q1 2022

Apr 15, 2022

BUY
$71.81 - $77.49 $933 - $1,007
13 Added 0.3%
4,406 $334,000
Q4 2021

Feb 15, 2022

BUY
$71.13 - $76.45 $312,474 - $335,844
4,393 New
4,393 $335,000
Q3 2021

Oct 25, 2021

SELL
$69.93 - $74.13 $309,160 - $327,728
-4,421 Closed
0 $0
Q2 2021

Aug 13, 2021

SELL
$69.41 - $73.87 $2,568 - $2,733
-37 Reduced 0.83%
4,421 $318,000
Q1 2021

May 17, 2021

BUY
$61.28 - $69.6 $16,606 - $18,861
271 Added 6.47%
4,458 $307,000
Q4 2020

Feb 19, 2021

BUY
$53.17 - $62.19 $222,622 - $260,389
4,187 New
4,187 $271,000

Others Institutions Holding IUSV

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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