Pb Mares Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History

Pb Mares Wealth Management LLC

$474 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$71.81 - $77.49 $302,248 - $326,155	-4,209 Closed	0 $0
Q4 2021 Feb 02, 2022	SELL	$71.13 - $76.45 $93,535 - $100,531	-1,315 Reduced 23.81%	4,209 $321,000
Q3 2021 Nov 02, 2021	SELL	$69.93 - $74.13 $11,538 - $12,231	-165 Reduced 2.9%	5,524 $392,000
Q2 2021 Jul 13, 2021	SELL	$69.41 - $73.87 $35,399 - $37,673	-510 Reduced 8.23%	5,689 $409,000
Q1 2021 Apr 15, 2021	SELL	$61.28 - $69.6 $24,205 - $27,491	-395 Reduced 5.99%	6,199 $427,000
Q4 2020 Jan 25, 2021	BUY	$53.17 - $62.19 $108,466 - $126,867	2,040 Added 44.8%	6,594 $410,000
Q3 2020 Oct 21, 2020	BUY	$51.46 - $57.08 $234,348 - $259,942	4,554 New	4,554 $247,000
Q2 2020 Jul 14, 2020	SELL	$44.04 - $57.88 $202,539 - $266,190	-4,599 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$39.87 - $63.83 $183,362 - $293,554	4,599 New	4,599 $212,000

Others Institutions Holding IUSV

# of Institutions

730

Shares Held

163M

Call Options Held

2.8K

Put Options Held

2K

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