A detailed history of Regimen Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Regimen Wealth, LLC holds 6,574 shares of IUSV stock, worth $611,513. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,574
Previous 6,534 0.61%
Holding current value
$611,513
Previous $576 Million 9.01%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Nov 13, 2024

BUY
$87.56 - $95.49 $3,502 - $3,819
40 Added 0.61%
6,574 $628 Million
Q2 2024

Aug 14, 2024

SELL
$85.39 - $90.42 $17,931 - $18,988
-210 Reduced 3.11%
6,534 $576 Million
Q1 2024

May 14, 2024

BUY
$82.87 - $90.44 $2,734 - $2,984
33 Added 0.49%
6,744 $610 Million
Q4 2023

Feb 13, 2024

BUY
$71.48 - $84.61 $479,702 - $567,817
6,711 New
6,711 $566 Million

Others Institutions Holding IUSV

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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