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 $341,530. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,509
Previous 3,509 -0.0%
Holding current value
$341,530
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
713
Shares Held
158M
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
Track This Portfolio

Track Encompass Wealth Advisors, LLC Portfolio

Follow Encompass Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email