Dougherty Wealth Advisers LLC Ishares Core S&P U.S. Value Et Transaction History

Dougherty Wealth Advisers LLC

  • $114 Million
  • Q2 2024

A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 441 shares of IUSV stock, worth $41,864. This represents 0.03% of its overall portfolio holdings.

Number of Shares
441
Previous 498 11.45%
Holding current value
$41,864
Previous $45,000 15.56%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jul 11, 2024
SELL
$85.39 - $90.42 $4,867 - $5,153
-57 Reduced 11.45%
441 $38,000
Q3 2022

Oct 13, 2022
BUY
$62.61 - $73.64 $31,179 - $36,672
498 New
498 $31,000

Others Institutions Holding IUSV

# of Institutions
687
Shares Held
157M
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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