Lauterbach Financial Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Lauterbach Financial Advisors, LLC

$145 Million
Q1 2024

A detailed history of Lauterbach Financial Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 2,991 shares of IUSV stock, worth $264,942. This represents 0.19% of its overall portfolio holdings.

Number of Shares

2,991

Previous 3,024 1.09%

Holding current value

$264,942

Previous $255,000 5.88%

% of portfolio

0.19%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$82.87 - $90.44 $2,734 - $2,984	-33 Reduced 1.09%	2,991 $270,000
Q4 2023 Jan 18, 2024	BUY	$71.48 - $84.61 $10,793 - $12,776	151 Added 5.26%	3,024 $255,000
Q3 2023 Oct 30, 2023	SELL	$74.38 - $81.04 $5,132 - $5,591	-69 Reduced 2.35%	2,873 $214,000
Q2 2023 Aug 02, 2023	SELL	$72.65 - $78.26 $9,226 - $9,939	-127 Reduced 4.14%	2,942 $230,000
Q1 2023 May 01, 2023	SELL	$70.21 - $77.86 $1,123 - $1,245	-16 Reduced 0.52%	3,069 $226,000

Q4 2022 Jan 26, 2023	BUY	$68.46 - $73.93 $211,199 - $228,074	3,085 New	3,085 $0
Q2 2022 Jul 29, 2022	BUY	$64.88 - $77.18 $15,246 - $18,137	235 Added 8.11%	3,133 $210,000
Q1 2022 May 11, 2022	SELL	$71.81 - $77.49 $12,853 - $13,870	-179 Reduced 5.82%	2,898 $220,000
Q4 2021 Feb 08, 2022	BUY	$71.13 - $76.45 $218,867 - $235,236	3,077 New	3,077 $235,000

Others Institutions Holding IUSV

# of Institutions

671

Shares Held

148M

Call Options Held

7.1K

Put Options Held

5.95K

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

Ticker IUSV
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Lauterbach Financial Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History