Morton Brown Family Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 790 shares of IUSV stock, worth $78,115. This represents 0.03% of its overall portfolio holdings.

Number of Shares
790
Previous 790 -0.0%
Holding current value
$78,115
Previous $69,000 8.7%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 26, 2024
SELL
$71.48 - $84.61 $47,105 - $55,757
-659 Reduced 45.48%
790 $66,000
Q4 2021

Feb 11, 2022
BUY
$71.13 - $76.45 $103,067 - $110,776
1,449 New
1,449 $111,000

Others Institutions Holding IUSV

# of Institutions
726
Shares Held
163M
Call Options Held
2.8K
Put Options Held
2K
View Full List

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

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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