Monument Capital Management Ishares Core S&P U.S. Value Et Transaction History

Monument Capital Management

$340 Million
Q1 2024

A detailed history of Monument Capital Management transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Monument Capital Management holds 36,916 shares of IUSV stock, worth $3.24 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

36,916

Previous 106,225 65.25%

Holding current value

$3.24 Million

Previous $8.96 Million 62.73%

% of portfolio

0.98%

Previous 2.9%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$82.87 - $90.44 $5.74 Million - $6.27 Million	-69,309 Reduced 65.25%	36,916 $3.34 Million
Q4 2023 Feb 01, 2024	SELL	$71.48 - $84.61 $4.48 Million - $5.3 Million	-62,655 Reduced 37.1%	106,225 $8.96 Million
Q3 2023 Oct 25, 2023	BUY	$74.38 - $81.04 $3.91 Million - $4.26 Million	52,599 Added 45.23%	168,880 $12.6 Million
Q2 2023 Jul 18, 2023	BUY	$72.65 - $78.26 $8.45 Million - $9.1 Million	116,281 New	116,281 $9.1 Million

Others Institutions Holding IUSV

# of Institutions

669

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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Monument Capital Management Ishares Core S&P U.S. Value Et Transaction History