Kingsview Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 3,899 shares of IUSV stock, worth $388,691. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,899

Previous 3,350 16.39%

Holding current value

$388,691

Previous $295,000 26.1%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$87.56 - $95.49 $48,070 - $52,424	549 Added 16.39%	3,899 $372,000
Q2 2024 Aug 14, 2024	BUY	$85.39 - $90.42 $11,015 - $11,664	129 Added 4.0%	3,350 $295,000
Q1 2024 May 09, 2024	SELL	$82.87 - $90.44 $29,335 - $32,015	-354 Reduced 9.9%	3,221 $291,000
Q4 2023 Feb 08, 2024	SELL	$71.48 - $84.61 $13,009 - $15,399	-182 Reduced 4.84%	3,575 $301,000
Q3 2023 Nov 07, 2023	BUY	$74.38 - $81.04 $279,445 - $304,467	3,757 New	3,757 $280,000
Q4 2022 Feb 13, 2023	BUY	$63.23 - $73.93 $188,362 - $220,237	2,979 New	2,979 $210,000

Others Institutions Holding IUSV

# of Institutions

729

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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Kingsview Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History