Gradient Investments LLC Ishares Core S&P U.S. Value Et Transaction History

Gradient Investments LLC

$3.55 Billion
Q1 2024

A detailed history of Gradient Investments LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Gradient Investments LLC holds 32 shares of IUSV stock, worth $2,809. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 32 -0.0%

Holding current value

$2,809

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 27, 2023	SELL	$74.38 - $81.04 $9,595 - $10,454	-129 Reduced 80.12%	32 $2,000
Q2 2023 Jul 11, 2023	BUY	$72.65 - $78.26 $11,696 - $12,599	161 New	161 $12,000
Q4 2022 Jan 10, 2023	BUY	$68.46 - $73.93 $2,875 - $3,105	42 New	42 $0
Q4 2021 Jan 12, 2022	SELL	$71.13 - $76.45 $1,493 - $1,605	-21 Reduced 13.73%	132 $10,000
Q1 2021 Apr 21, 2021	SELL	$61.28 - $69.6 $61,770 - $70,156	-1,008 Reduced 86.82%	153 $11,000

Q1 2020 Apr 07, 2020	BUY	$39.87 - $63.83 $33,291 - $53,298	835 Added 256.13%	1,161 $54,000
Q2 2019 Jul 16, 2019	SELL	$52.68 - $57.18 $2,686 - $2,916	-51 Reduced 13.53%	326 $18,000
Q1 2019 Apr 11, 2019	SELL	$48.21 - $55.66 $8,388 - $9,684	-174 Reduced 31.58%	377 $21,000
Q4 2018 Jan 18, 2019	BUY	$46.36 - $56.72 $10,431 - $12,762	225 Added 69.02%	551 $27,000
Q3 2018 Oct 11, 2018	SELL	$53.63 - $57.68 $3,110 - $3,345	-58 Reduced 15.1%	326 $18,000
Q2 2018 Aug 09, 2018	BUY	$51.95 - $55.12 $10,961 - $11,630	211 Added 121.97%	384 $21,000
Q4 2017 Feb 07, 2018	BUY	$52.55 - $55.6 $9,091 - $9,618	173	173 $10,000

Others Institutions Holding IUSV

# of Institutions

668

Shares Held

148M

Call Options Held

7.1K

Put Options Held

5.95K

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Gradient Investments LLC Ishares Core S&P U.S. Value Et Transaction History