Sweeney & Michel, LLC Ishares Core S&P U.S. Value Et Transaction History

Sweeney & Michel, LLC

$235 Billion
Q2 2024

A detailed history of Sweeney & Michel, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Sweeney & Michel, LLC holds 4,819 shares of IUSV stock, worth $457,708. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,819

Previous 4,796 0.48%

Holding current value

$457,708

Previous $429 Million 1.29%

% of portfolio

0.18%

Previous 0.19%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	BUY	$85.39 - $90.42 $1,963 - $2,079	23 Added 0.48%	4,819 $423 Million
Q1 2024 May 15, 2024	BUY	$82.87 - $90.44 $3,894 - $4,250	47 Added 0.99%	4,796 $429 Million
Q3 2023 Nov 09, 2023	BUY	$74.38 - $81.04 $13,165 - $14,344	177 Added 3.87%	4,749 $361 Million
Q2 2023 Aug 09, 2023	BUY	$72.65 - $78.26 $1,235 - $1,330	17 Added 0.37%	4,572 $365 Million
Q1 2023 Jun 07, 2023	BUY	$70.21 - $77.86 $319,806 - $354,652	4,555 New	4,555 $345 Million

Others Institutions Holding IUSV

# of Institutions

686

Shares Held

157M

Call Options Held

Put Options Held

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

Ticker IUSV
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Sweeney & Michel, LLC Ishares Core S&P U.S. Value Et Transaction History