One Charles Private Wealth Services, LLC Ishares Core S&P U.S. Value Et Transaction History

One Charles Private Wealth Services, LLC

  • $282 Million
  • Q4 2024

A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 9,897 shares of IUSV stock, worth $910,227. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,897
Previous 10,027 1.3%
Holding current value
$910,227
Previous $957,000 4.28%
% of portfolio
0.32%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$91.94 - $100.02 $11,952 - $13,002
-130 Reduced 1.3%
9,897 $916,000
Q2 2024

Aug 14, 2024
SELL
$85.39 - $90.42 $9,649 - $10,217
-113 Reduced 1.11%
10,027 $883,000
Q4 2023

Feb 06, 2024
BUY
$71.48 - $84.61 $724,807 - $857,945
10,140 New
10,140 $855,000

Others Institutions Holding IUSV

# of Institutions
777
Shares Held
174M
Call Options Held
2.9K
Put Options Held
0
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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