A detailed history of Forth Right Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 281,357 shares of IUSV stock, worth $27.8 Million. This represents 9.26% of its overall portfolio holdings.

Number of Shares
281,357
Previous 310,249 9.31%
Holding current value
$27.8 Million
Previous $27.3 Million 1.74%
% of portfolio
9.26%
Previous 10.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$87.56 - $95.49 $2.53 Million - $2.76 Million
-28,892 Reduced 9.31%
281,357 $26.9 Million
Q2 2024

Jul 12, 2024

SELL
$85.39 - $90.42 $1.27 Million - $1.35 Million
-14,912 Reduced 4.59%
310,249 $27.3 Million
Q1 2024

Apr 23, 2024

SELL
$82.87 - $90.44 $360,733 - $393,685
-4,353 Reduced 1.32%
325,161 $29.4 Million
Q4 2023

Jan 23, 2024

BUY
$71.48 - $84.61 $1.07 Million - $1.26 Million
14,938 Added 4.75%
329,514 $27.8 Million
Q3 2023

Oct 24, 2023

SELL
$74.38 - $81.04 $157,983 - $172,128
-2,124 Reduced 0.67%
314,576 $23.5 Million
Q2 2023

Jul 17, 2023

SELL
$72.65 - $78.26 $275,997 - $297,309
-3,799 Reduced 1.19%
316,700 $24.8 Million
Q1 2023

Apr 18, 2023

BUY
$70.21 - $77.86 $40,300 - $44,691
574 Added 0.18%
320,499 $23.6 Million
Q4 2022

Jan 17, 2023

BUY
$63.23 - $73.93 $959,325 - $1.12 Million
15,172 Added 4.98%
319,925 $0
Q3 2022

Oct 17, 2022

BUY
$62.61 - $73.64 $1.46 Million - $1.71 Million
23,264 Added 8.26%
304,753 $19.1 Million
Q2 2022

Jul 15, 2022

BUY
$64.88 - $77.18 $1.67 Million - $1.98 Million
25,716 Added 10.05%
281,489 $18.8 Million
Q1 2022

Apr 19, 2022

BUY
$71.81 - $77.49 $17 Million - $18.3 Million
236,367 Added 1218.01%
255,773 $19.4 Million
Q1 2022

Apr 14, 2022

SELL
$71.81 - $77.49 $13.6 Million - $14.7 Million
-189,560 Reduced 90.71%
19,406 $19.4 Million
Q4 2021

Jan 24, 2022

BUY
$71.13 - $76.45 $615,985 - $662,057
8,660 Added 4.32%
208,966 $16 Million
Q3 2021

Oct 26, 2021

BUY
$69.93 - $74.13 $617,132 - $654,197
8,825 Added 4.61%
200,306 $14.2 Million
Q2 2021

Jul 23, 2021

BUY
$69.41 - $73.87 $197,402 - $210,086
2,844 Added 1.51%
191,481 $13.8 Million
Q1 2021

Apr 26, 2021

SELL
$61.28 - $69.6 $314,060 - $356,699
-5,125 Reduced 2.64%
188,637 $13 Million
Q4 2020

Jan 29, 2021

BUY
$53.17 - $62.19 $10.3 Million - $12.1 Million
193,762 New
193,762 $12.1 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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