A detailed history of New Edge Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, New Edge Wealth, LLC holds 11,357 shares of IUSV stock, worth $1.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,357
Holding current value
$1.1 Million
% of portfolio
0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$87.56 - $95.49 $994,418 - $1.08 Million
11,357 New
11,357 $1.08 Million
Q4 2023

Jan 29, 2024

BUY
$71.48 - $84.61 $142 - $169
2 Added 0.07%
2,794 $235,000
Q3 2023

Nov 08, 2023

BUY
$74.38 - $81.04 $11,157 - $12,156
150 Added 5.68%
2,792 $208,000
Q2 2023

Aug 09, 2023

BUY
$72.65 - $78.26 $191,941 - $206,762
2,642 New
2,642 $206,000

Others Institutions Holding IUSV

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.