Encompass Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024

A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 3,509 shares of IUSV stock, worth $329,810. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,509
Previous 3,509 -0.0%
Holding current value
$329,810
Previous $309,000 8.41%
% of portfolio
0.12%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 28, 2022
BUY
$62.61 - $73.64 $219,698 - $258,402
3,509 New
3,509 $220,000
Q4 2020

Mar 09, 2021
SELL
$53.17 - $62.19 $207,841 - $243,100
-3,909 Closed
0 $0
Q4 2020

Mar 09, 2021
BUY
$53.17 - $62.19 $207,841 - $243,100
3,909 New
3,909 $243,000

Others Institutions Holding IUSV

# of Institutions
728
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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