A detailed history of Kestra Investment Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Kestra Investment Management, LLC holds 2,321,388 shares of IUSV stock, worth $225 Million. This represents 9.52% of its overall portfolio holdings.

Number of Shares
2,321,388
Previous 1,515,349 53.19%
Holding current value
$225 Million
Previous $134 Billion 65.99%
% of portfolio
9.52%
Previous 9.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$87.56 - $95.49 $70.6 Million - $77 Million
806,039 Added 53.19%
2,321,388 $222 Billion
Q2 2024

Aug 28, 2024

BUY
$85.39 - $90.42 $129 Million - $137 Million
1,515,349 New
1,515,349 $134 Billion

Others Institutions Holding IUSV

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
Track This Portfolio

Track Kestra Investment Management, LLC Portfolio

Follow Kestra Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Investment Management, LLC with notifications on news.