Robinson Smith Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History

Robinson Smith Wealth Advisors LLC

$118 Billion
Q3 2024

A detailed history of Robinson Smith Wealth Advisors LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 97,281 shares of IUSV stock, worth $9.28 Million. This represents 7.9% of its overall portfolio holdings.

Number of Shares

97,281

Previous 100,989 3.67%

Holding current value

$9.28 Million

Previous $8.9 Billion 4.37%

% of portfolio

7.9%

Previous 7.84%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$87.56 - $95.49 $324,672 - $354,076	-3,708 Reduced 3.67%	97,281 $9.29 Billion
Q2 2024 Jul 30, 2024	BUY	$85.39 - $90.42 $91,367 - $96,749	1,070 Added 1.07%	100,989 $8.9 Billion
Q1 2024 Apr 25, 2024	SELL	$82.87 - $90.44 $93,974 - $102,558	-1,134 Reduced 1.12%	99,919 $9.04 Billion
Q4 2023 Feb 12, 2024	BUY	$71.48 - $84.61 $7.22 Million - $8.55 Million	101,053 New	101,053 $8.52 Billion

Others Institutions Holding IUSV

# of Institutions

738

Shares Held

165M

Call Options Held

2.9K

Put Options Held

View Full List

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

Ticker IUSV
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Robinson Smith Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History