Joel Isaacson & Co., LLC Ishares Core S&P U.S. Value Et Transaction History

Joel Isaacson & Co., LLC

$2.18 Billion
Q4 2024

A detailed history of Joel Isaacson & Co., LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 3,554 shares of IUSV stock, worth $338,873. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,554

Previous 3,545 0.25%

Holding current value

$338,873

Previous $338,000 2.66%

% of portfolio

0.02%

Previous 0.02%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$91.94 - $100.02 $827 - $900	9 Added 0.25%	3,554 $329,000
Q1 2024 Apr 29, 2024	BUY	$82.87 - $90.44 $293,774 - $320,609	3,545 New	3,545 $320,000

Others Institutions Holding IUSV

# of Institutions

740

Shares Held

166M

Call Options Held

2.9K

Put Options Held

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

Ticker IUSV
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Joel Isaacson & Co., LLC Ishares Core S&P U.S. Value Et Transaction History