Ridgecrest Wealth Partners, LLC Ishares Core S&P U.S. Value Et Transaction History

Ridgecrest Wealth Partners, LLC

  • $219 Million
  • Q3 2025

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 3,150 shares of IUSV stock, worth $308,700. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,150
Previous 3,150 -0.0%
Holding current value
$308,700
Previous $298,000 5.37%
% of portfolio
0.14%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$90.0 - $96.32 $49,500 - $52,975
-550 Reduced 14.86%
3,150 $290,000
Q1 2021

May 19, 2021
BUY
$61.28 - $69.6 $226,736 - $257,519
3,700 New
3,700 $255,000

Others Institutions Holding IUSV

# of Institutions
812
Shares Held
182M
Call Options Held
3K
Put Options Held
0
View Full List

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

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

Track Ridgecrest Wealth Partners, LLC Portfolio

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

News

Stay updated on Ridgecrest Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email