Potentia Wealth Ishares Core S&P U.S. Value Et Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Potentia Wealth holds 12,173 shares of IUSV stock, worth $1.11 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

12,173

Holding current value

$1.11 Million

% of portfolio

0.5%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$91.94 - $100.02 $1.12 Million - $1.22 Million	12,173 New	12,173 $1.13 Billion

Others Institutions Holding IUSV

# of Institutions

776

Shares Held

174M

Call Options Held

2.9K

Put Options Held

Bank Of America Corp Charlotte, NC

71.6M
Shares

$6.55 Billion
0.57% of portfolio
Lpl Financial LLC Fort Mill, SC

13.8M
Shares

$1.26 Billion
0.54% of portfolio
Morgan Stanley New York, NY

9.25M
Shares

$847 Million
0.06% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.65M
Shares

$426 Million
5.6% of portfolio
Envestnet Asset Management Inc

4.41M
Shares

$404 Million
0.14% of portfolio

View Full List

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

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

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