Financial Perspectives, Inc Ishares Core S&P U.S. Value Et Transaction History

Financial Perspectives, Inc

$288 Billion
Q3 2024

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 1,733 shares of IUSV stock, worth $171,359. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,733

Previous 1,722 0.64%

Holding current value

$171,359

Previous $152 Million 9.01%

% of portfolio

0.06%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$87.56 - $95.49 $963 - $1,050	11 Added 0.64%	1,733 $165 Million
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

# of Institutions

726

Shares Held

163M

Call Options Held

2.8K

Put Options Held

View Full List

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Financial Perspectives, Inc Ishares Core S&P U.S. Value Et Transaction History