A detailed history of Summit Trail Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 2,245 shares of IUSV stock, worth $221,985. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,245
Holding current value
$221,985
% of portfolio
0.01%

Shares

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

Nov 12, 2024

BUY
$87.56 - $95.49 $196,572 - $214,375
2,245 New
2,245 $214,000

Others Institutions Holding IUSV

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
Track This Portfolio

Track Summit Trail Advisors, LLC Portfolio

Follow Summit Trail Advisors, 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 Summit Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.