Elevate Wealth Advisory, Inc Ishares Core S&P U.S. Value Et Transaction History

Elevate Wealth Advisory, Inc

$135 Billion
Q3 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 12,256 shares of IUSV stock, worth $1.14 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

12,256

Previous 12,829 4.47%

Holding current value

$1.14 Million

Previous $1.13 Billion 3.51%

% of portfolio

0.87%

Previous 0.92%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$87.56 - $95.49 $50,171 - $54,715	-573 Reduced 4.47%	12,256 $1.17 Billion
Q2 2024 Aug 12, 2024	SELL	$85.39 - $90.42 $63,444 - $67,182	-743 Reduced 5.47%	12,829 $1.13 Billion
Q1 2024 May 02, 2024	SELL	$82.87 - $90.44 $582,410 - $635,612	-7,028 Reduced 34.12%	13,572 $1.23 Billion
Q4 2023 Feb 14, 2024	BUY	$71.48 - $84.61 $1.47 Million - $1.74 Million	20,600 New	20,600 $1.74 Billion

Others Institutions Holding IUSV

# of Institutions

728

Shares Held

163M

Call Options Held

2.8K

Put Options Held

View Full List

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

Ticker IUSV
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Elevate Wealth Advisory, Inc Ishares Core S&P U.S. Value Et Transaction History