A detailed history of Endurance Wealth Management, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Endurance Wealth Management, Inc. holds 23,578 shares of IUSV stock, worth $2.28 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
23,578
Previous 23,578 -0.0%
Holding current value
$2.28 Million
Previous $1.74 Million 6.03%
% of portfolio
0.25%
Previous 0.25%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 02, 2023

BUY
$70.21 - $77.86 $7,020 - $7,786
100 Added 0.43%
23,578 $1.74 Million
Q4 2022

Feb 01, 2023

BUY
$63.23 - $73.93 $4,552 - $5,322
72 Added 0.31%
23,478 $1.66 Million
Q3 2022

Oct 21, 2022

BUY
$62.61 - $73.64 $3,443 - $4,050
55 Added 0.24%
23,406 $1.47 Million
Q2 2022

Jul 20, 2022

SELL
$64.88 - $77.18 $12,976 - $15,436
-200 Reduced 0.85%
23,351 $1.56 Million
Q1 2022

Apr 20, 2022

SELL
$71.81 - $77.49 $4.64 Million - $5.01 Million
-64,646 Reduced 73.3%
23,551 $1.79 Million
Q4 2021

Jan 19, 2022

SELL
$71.13 - $76.45 $637,680 - $685,374
-8,965 Reduced 9.23%
88,197 $6.74 Million
Q3 2021

Oct 28, 2021

BUY
$69.93 - $74.13 $66,853 - $70,868
956 Added 0.99%
97,162 $6.89 Million
Q2 2021

Aug 04, 2021

BUY
$69.41 - $73.87 $22,905 - $24,377
330 Added 0.34%
96,206 $6.92 Million
Q1 2021

May 05, 2021

BUY
$61.28 - $69.6 $1.02 Million - $1.16 Million
16,600 Added 20.94%
95,876 $6.61 Million
Q4 2020

Jan 15, 2021

BUY
$53.17 - $62.19 $15,951 - $18,657
300 Added 0.38%
79,276 $4.93 Million
Q2 2020

Jul 14, 2020

SELL
$44.04 - $57.88 $118,247 - $155,407
-2,685 Reduced 3.29%
78,976 $4.13 Million
Q1 2020

May 11, 2020

BUY
$39.87 - $63.83 $59,804 - $95,745
1,500 Added 1.87%
81,661 $3.77 Million
Q4 2019

Jan 14, 2020

BUY
$55.95 - $63.08 $545,512 - $615,030
9,750 Added 13.85%
80,161 $5.05 Million
Q2 2019

Jul 30, 2019

BUY
$52.68 - $57.18 $248,913 - $270,175
4,725 Added 7.19%
70,411 $3.99 Million
Q1 2019

May 01, 2019

BUY
$48.21 - $55.66 $424,778 - $490,420
8,811 Added 15.49%
65,686 $3.6 Million
Q4 2018

Jan 14, 2019

BUY
$46.36 - $56.72 $2.64 Million - $3.23 Million
56,875 New
56,875 $2.79 Million

Others Institutions Holding IUSV

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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