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

Dougherty Wealth Advisers LLC

  • $135 Million
  • Q1 2025

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 338 shares of IUSV stock, worth $31,224. This represents 0.02% of its overall portfolio holdings.

Number of Shares
338
Previous 353 4.25%
Holding current value
$31,224
Previous $32,000 3.13%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 25, 2025
SELL
$90.0 - $96.32 $1,350 - $1,444
-15 Reduced 4.25%
338 $31,000
Q4 2024

Jan 24, 2025
SELL
$91.94 - $100.02 $1,562 - $1,700
-17 Reduced 4.59%
353 $32,000
Q3 2024

Oct 30, 2024
SELL
$87.56 - $95.49 $6,216 - $6,779
-71 Reduced 16.1%
370 $35,000
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
802
Shares Held
180M
Call Options Held
3K
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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