Mc Glone Suttner Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History

Mc Glone Suttner Wealth Management, Inc.

$599 Billion
Q4 2024

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 580,423 shares of IUSV stock, worth $55.3 Million. This represents 8.97% of its overall portfolio holdings.

Number of Shares

580,423

Previous 442,728 31.1%

Holding current value

$55.3 Million

Previous $42.3 Billion 27.12%

% of portfolio

8.97%

Previous 8.79%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$91.94 - $100.02 $12.7 Million - $13.8 Million	137,695 Added 31.1%	580,423 $53.7 Billion
Q3 2024 Oct 10, 2024	SELL	$87.56 - $95.49 $8.53 Million - $9.3 Million	-97,408 Reduced 18.03%	442,728 $42.3 Billion
Q2 2024 Jul 18, 2024	SELL	$85.39 - $90.42 $298,011 - $315,565	-3,490 Reduced 0.64%	540,136 $45.5 Billion
Q1 2024 Apr 18, 2024	BUY	$82.87 - $90.44 $289,216 - $315,635	3,490 Added 0.65%	543,626 $49.2 Billion
Q4 2023 Jan 18, 2024	BUY	$71.48 - $84.61 $449,251 - $531,773	6,285 Added 1.18%	540,136 $45.5 Billion
Q3 2023 Oct 19, 2023	BUY	$74.38 - $81.04 $1.92 Million - $2.09 Million	25,787 Added 5.08%	533,851 $39.8 Billion
Q2 2023 Jul 25, 2023	BUY	$72.65 - $78.26 $2.89 Million - $3.11 Million	39,753 Added 8.49%	508,064 $39.8 Billion
Q1 2023 Apr 20, 2023	BUY	$70.21 - $77.86 $6.83 Million - $7.58 Million	97,299 Added 26.23%	468,311 $34.6 Billion
Q4 2022 Feb 09, 2023	BUY	$63.23 - $73.93 $23.5 Million - $27.4 Million	371,012 New	371,012 $26.2 Billion

Others Institutions Holding IUSV

# of Institutions

772

Shares Held

174M

Call Options Held

2.9K

Put Options Held

View Full List

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

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Glone Suttner Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Glone Suttner Wealth Management, Inc. with notifications on news.

Account

Mc Glone Suttner Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History