Householder Group Estate & Retirement Specialist, LLC Ishares Core S&P U.S. Value Et Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 1,380 shares of IUSV stock, worth $136,454. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,380

Previous 1,365 1.1%

Holding current value

$136,454

Previous $120,000 9.17%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$87.56 - $95.49 $1,313 - $1,432	15 Added 1.1%	1,380 $131,000
Q2 2024 Jul 17, 2024	BUY	$85.39 - $90.42 $6,831 - $7,233	80 Added 6.23%	1,365 $120,000
Q1 2024 May 03, 2024	SELL	$82.87 - $90.44 $2,734 - $2,984	-33 Reduced 2.5%	1,285 $116,000
Q4 2023 Jan 23, 2024	SELL	$71.48 - $84.61 $14,867 - $17,598	-208 Reduced 13.63%	1,318 $111,000
Q3 2023 Oct 10, 2023	BUY	$74.38 - $81.04 $74,454 - $81,121	1,001 Added 190.67%	1,526 $113,000
Q1 2023 Apr 13, 2023	BUY	$70.21 - $77.86 $36,860 - $40,876	525 New	525 $39,000
Q3 2022 Oct 11, 2022	BUY	$62.61 - $73.64 $32,306 - $37,998	516 New	516 $32,000

Others Institutions Holding IUSV

# of Institutions

726

Shares Held

163M

Call Options Held

2.8K

Put Options Held

View Full List

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

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Householder Group Estate & Retirement Specialist, LLC Ishares Core S&P U.S. Value Et Transaction History