Summit Wealth & Retirement Planning, Inc. Ishares Core S&P U.S. Value Et Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $281 Million
  • Q2 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 2,345 shares of IUSV stock, worth $218,882. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,345
Previous 2,345 -0.0%
Holding current value
$218,882
Previous $212,000 2.83%
% of portfolio
0.07%
Previous 0.08%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$82.87 - $90.44 $194,330 - $212,081
2,345 New
2,345 $212,000

Others Institutions Holding IUSV

# of Institutions
686
Shares Held
157M
Call Options Held
0
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
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