Investment Advisory Group, LLC Ishares Core S&P U.S. Value Et Transaction History

Investment Advisory Group, LLC

$282 Million
Q3 2024

A detailed history of Investment Advisory Group, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Investment Advisory Group, LLC holds 4,093 shares of IUSV stock, worth $398,371. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,093

Previous 4,680 12.54%

Holding current value

$398,371

Previous $412,000 5.34%

% of portfolio

0.14%

Previous 0.16%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$87.56 - $95.49 $51,397 - $56,052	-587 Reduced 12.54%	4,093 $390,000
Q4 2023 Jan 30, 2024	BUY	$71.48 - $84.61 $8,720 - $10,322	122 Added 2.68%	4,680 $394,000
Q4 2021 Feb 11, 2022	BUY	$71.13 - $76.45 $324,210 - $348,459	4,558 New	4,558 $344,000

Others Institutions Holding IUSV

# of Institutions

713

Shares Held

158M

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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Investment Advisory Group, LLC Ishares Core S&P U.S. Value Et Transaction History