A detailed history of Financial Perspectives, Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Financial Perspectives, Inc holds 1,722 shares of IUSV stock, worth $163,555. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,722
Previous 1,692 1.77%
Holding current value
$163,555
Previous $153 Million 0.81%
% of portfolio
0.06%
Previous 0.06%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$85.39 - $90.42 $2,561 - $2,712
30 Added 1.77%
1,722 $152 Million
Q1 2024

Apr 19, 2024

BUY
$82.87 - $90.44 $5,055 - $5,516
61 Added 3.74%
1,692 $153 Million
Q4 2023

Feb 01, 2024

BUY
$71.48 - $84.61 $5,432 - $6,430
76 Added 4.89%
1,631 $138 Million
Q3 2023

Jan 09, 2024

BUY
$74.38 - $81.04 $2,752 - $2,998
37 Added 2.44%
1,555 $116 Million
Q2 2023

Jan 09, 2024

BUY
$72.65 - $78.26 $435 - $469
6 Added 0.4%
1,518 $119 Million
Q1 2023

Jan 09, 2024

BUY
$70.21 - $77.86 $491 - $545
7 Added 0.47%
1,512 $112 Million
Q4 2022

Jan 09, 2024

BUY
$63.23 - $73.93 $569 - $665
9 Added 0.6%
1,505 $106 Million
Q3 2022

Jan 09, 2024

BUY
$62.61 - $73.64 $688 - $810
11 Added 0.74%
1,496 $93.7 Million
Q2 2022

Jan 09, 2024

BUY
$64.88 - $77.18 $454 - $540
7 Added 0.47%
1,485 $99.3 Million
Q1 2022

Jan 09, 2024

BUY
$71.81 - $77.49 $2,944 - $3,177
41 Added 2.85%
1,478 $112 Million
Q4 2021

Jan 09, 2024

BUY
$71.13 - $76.45 $497 - $535
7 Added 0.49%
1,437 $110 Million
Q3 2021

Jan 09, 2024

BUY
$69.93 - $74.13 $629 - $667
9 Added 0.63%
1,430 $101 Million
Q2 2021

Jan 09, 2024

SELL
$69.41 - $73.87 $6.69 Million - $7.12 Million
-96,380 Reduced 98.55%
1,421 $102 Million
Q1 2021

Jan 09, 2024

BUY
$61.28 - $69.6 $5.91 Million - $6.71 Million
96,385 Added 6806.85%
97,801 $1.42 Million
Q4 2020

Jan 09, 2024

BUY
$53.17 - $62.19 $265 - $310
5 Added 0.35%
1,416 $88 Million
Q3 2020

Jan 09, 2024

BUY
$51.46 - $57.08 $257 - $285
5 Added 0.36%
1,411 $76.6 Million
Q2 2020

Jan 09, 2024

BUY
$44.04 - $57.88 $220 - $289
5 Added 0.36%
1,406 $73.4 Million
Q1 2020

Jan 09, 2024

BUY
$39.87 - $63.83 $478 - $765
12 Added 0.86%
1,401 $64.7 Million
Q4 2019

Jan 09, 2024

BUY
$55.95 - $63.08 $77,714 - $87,618
1,389 New
1,389 $87.5 Million

Others Institutions Holding IUSV

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc 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 Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.