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 4,946 shares of IUSV stock, worth $470,661. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,946
Previous 4,819 2.64%
Holding current value
$470,661
Previous $423 Million 13.6%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Oct 21, 2024

BUY
$87.56 - $95.49 $11,120 - $12,127
127 Added 2.64%
4,946 $481 Million
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

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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