A detailed history of Klingman & Associates, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Klingman & Associates, LLC holds 2,690 shares of IUSV stock, worth $254,743. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,690
Previous 2,690 -0.0%
Holding current value
$254,743
Previous $243,000 2.47%
% of portfolio
0.02%
Previous 0.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023

BUY
$72.65 - $78.26 $195,428 - $210,519
2,690 New
2,690 $210,000

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 Klingman & Associates, LLC Portfolio

Follow Klingman & Associates, 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 Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.