Retirement Group, LLC Ishares Core S&P U.S. Value Et Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

A detailed history of Retirement Group, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Retirement Group, LLC holds 28 shares of IUSV stock, worth $2,648. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 28 -0.0%

Holding current value

$2,648

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 15, 2023	BUY	$63.23 - $73.93 $1,770 - $2,070	28 New	28 $2,000
Q2 2021 Aug 17, 2021	BUY	$69.41 - $73.87 $1,943 - $2,068	28 New	28 $2,000
Q4 2020 Feb 22, 2021	SELL	$53.17 - $62.19 $108,679 - $127,116	-2,044 Closed	0 $0
Q3 2020 Sep 08, 2021	SELL	$51.46 - $57.08 $8,079 - $8,961	-157 Reduced 7.13%	2,044 $111,000
Q2 2020 Sep 08, 2021	SELL	$44.04 - $57.88 $77,774 - $102,216	-1,766 Reduced 44.52%	2,201 $115,000
Q4 2019 Aug 30, 2021	BUY	$55.95 - $63.08 $221,953 - $250,238	3,967 New	3,967 $250,000

Others Institutions Holding IUSV

# of Institutions

728

Shares Held

163M

Call Options Held

2.8K

Put Options Held

View Full List

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

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Retirement Group, LLC Ishares Core S&P U.S. Value Et Transaction History