Iag Wealth Partners, LLC Ishares Core S&P U.S. Value Et Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 1,323 shares of IUSV stock, worth $130,818. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,323

Previous 1,087 21.71%

Holding current value

$130,818

Previous $95,000 32.63%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$87.56 - $95.49 $20,664 - $22,535	236 Added 21.71%	1,323 $126,000
Q2 2024 Jul 16, 2024	BUY	$85.39 - $90.42 $92,818 - $98,286	1,087 New	1,087 $95,000
Q3 2020 Feb 11, 2021	SELL	$51.46 - $57.08 $2,830 - $3,139	-55 Closed	0 $0
Q2 2020 Feb 11, 2021	SELL	$44.04 - $57.88 $18,628 - $24,483	-423 Reduced 88.49%	55 $3,000
Q1 2020 Feb 11, 2021	SELL	$39.87 - $63.83 $10,685 - $17,106	-268 Reduced 35.92%	478 $23,000
Q4 2019 Feb 11, 2021	BUY	$55.95 - $63.08 $41,738 - $47,057	746 New	746 $48,000

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

Ticker IUSV
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Iag Wealth Partners, LLC Ishares Core S&P U.S. Value Et Transaction History