Liberty One Investment Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Liberty One Investment Management, LLC

$910 Million
Q4 2024

A detailed history of Liberty One Investment Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Liberty One Investment Management, LLC holds 15,511 shares of IUSV stock, worth $1.48 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

15,511

Previous 13,653 13.61%

Holding current value

$1.48 Million

Previous $1.3 Million 10.21%

% of portfolio

0.16%

Previous 0.13%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$91.94 - $100.02 $170,824 - $185,837	1,858 Added 13.61%	15,511 $1.44 Million
Q3 2024 Oct 31, 2024	BUY	$87.56 - $95.49 $14,009 - $15,278	160 Added 1.19%	13,653 $1.3 Million
Q2 2024 Jul 22, 2024	BUY	$85.39 - $90.42 $514,047 - $544,328	6,020 Added 80.56%	13,493 $1.19 Million
Q1 2024 Apr 30, 2024	BUY	$82.87 - $90.44 $619,287 - $675,858	7,473 New	7,473 $675,000

Others Institutions Holding IUSV

# of Institutions

734

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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Liberty One Investment Management, LLC Ishares Core S&P U.S. Value Et Transaction History