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

Elevate Wealth Advisory, Inc

  • $123 Billion
  • Q2 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 12,829 shares of IUSV stock, worth $1.22 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
12,829
Previous 13,572 5.47%
Holding current value
$1.22 Million
Previous $1.23 Billion 7.89%
% of portfolio
0.92%
Previous 1.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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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