Presilium Private Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History

Presilium Private Wealth, LLC

$434 Billion
Q3 2024

A detailed history of Presilium Private Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Presilium Private Wealth, LLC holds 35,548 shares of IUSV stock, worth $3.51 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

35,548

Previous 36,473 2.54%

Holding current value

$3.51 Million

Previous $3.21 Billion 5.6%

% of portfolio

0.78%

Previous 0.81%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	SELL	$87.56 - $95.49 $80,993 - $88,328	-925 Reduced 2.54%	35,548 $3.39 Billion
Q2 2024 Jul 15, 2024	SELL	$85.39 - $90.42 $12,039 - $12,749	-141 Reduced 0.39%	36,473 $3.21 Billion
Q1 2024 May 01, 2024	SELL	$82.87 - $90.44 $74,500 - $81,305	-899 Reduced 2.4%	36,614 $3.31 Billion
Q4 2023 Jan 10, 2024	BUY	$71.48 - $84.61 $1.63 Million - $1.93 Million	22,827 Added 155.43%	37,513 $3.16 Billion
Q3 2023 Oct 10, 2023	BUY	$74.38 - $81.04 $4,016 - $4,376	54 Added 0.37%	14,686 $1.1 Billion
Q2 2023 Jul 21, 2023	SELL	$72.65 - $78.26 $7,410 - $7,982	-102 Reduced 0.69%	14,632 $1.15 Billion
Q1 2023 Apr 20, 2023	BUY	$70.21 - $77.86 $5,967 - $6,618	85 Added 0.58%	14,734 $1.09 Billion
Q4 2022 Feb 07, 2023	BUY	$63.23 - $73.93 $926,256 - $1.08 Million	14,649 New	14,649 $1.03 Billion

Others Institutions Holding IUSV

# of Institutions

726

Shares Held

163M

Call Options Held

2.8K

Put Options Held

View Full List

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

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Presilium Private Wealth, LLC with notifications on news.

Account

Presilium Private Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History