Curated Wealth Partners LLC Ishares Core S&P U.S. Value Et Transaction History

Curated Wealth Partners LLC

  • $769 Million
  • Q3 2024

A detailed history of Curated Wealth Partners LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Curated Wealth Partners LLC holds 2,900 shares of IUSV stock, worth $289,101. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,900
Previous 2,900 -0.0%
Holding current value
$289,101
Previous $255,000 8.24%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$85.39 - $90.42 $247,631 - $262,218
2,900 New
2,900 $255,000
Q3 2023

Oct 23, 2023
SELL
$74.38 - $81.04 $74,380 - $81,040
-1,000 Reduced 14.81%
5,750 $429,000
Q3 2022

Oct 13, 2022
SELL
$62.61 - $73.64 $9,391 - $11,046
-150 Reduced 2.17%
6,750 $423,000
Q2 2022

Jul 27, 2022
BUY
$64.88 - $77.18 $204,372 - $243,117
3,150 Added 84.0%
6,900 $462,000
Q2 2021

Aug 11, 2021
BUY
$69.41 - $73.87 $260,287 - $277,012
3,750 New
3,750 $270,000

Others Institutions Holding IUSV

# of Institutions
729
Shares Held
163M
Call Options Held
2.8K
Put Options Held
2K
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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