Peninsula Wealth, LLC Ishares Tr Edge Msci Intl Valu Transaction History

Peninsula Wealth, LLC

  • $558 Million
  • Q3 2024

A detailed history of Peninsula Wealth, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Peninsula Wealth, LLC holds 295,036 shares of IVLU stock, worth $8.31 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
295,036
Previous 270,845 8.93%
Holding current value
$8.31 Million
Previous $7.43 Million 17.24%
% of portfolio
1.56%
Previous 1.44%

Shares

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

Nov 14, 2024
BUY
$26.43 - $29.86 $639,368 - $722,343
24,191 Added 8.93%
295,036 $8.71 Million
Q2 2024

Aug 13, 2024
BUY
$27.14 - $29.24 $324,024 - $349,096
11,939 Added 4.61%
270,845 $7.43 Million
Q1 2024

May 30, 2024
BUY
$25.93 - $28.27 $6.71 Million - $7.32 Million
258,906 New
258,906 $7.31 Million
Q4 2023

Feb 14, 2024
BUY
$23.94 - $26.72 $2.48 Million - $2.77 Million
103,696 Added 631.14%
120,126 $3.18 Million
Q3 2023

Nov 13, 2023
BUY
$24.89 - $26.5 $408,942 - $435,395
16,430 New
16,430 $416,000

Others Institutions Holding IVLU

# of Institutions
271
Shares Held
55M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EDGE MSCI INTL VALU

IVLU Quotes by TradingView
  • Ticker IVLU
  • Sector ETFs
  • Industry ETFs
More about IVLU
Track This Portfolio

Track Peninsula Wealth, LLC Portfolio

Follow Peninsula 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 Peninsula Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peninsula Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email