Wealth Shield Partners, LLC Ishares Core S&P U.S. Value Et Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 1,750 shares of IUSV stock, worth $164,482. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,750

Previous 1,750 -0.0%

Holding current value

$164,482

Previous $154,000 8.44%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 03, 2023	SELL	$72.65 - $78.26 $2,906 - $3,130	-40 Reduced 2.23%	1,750 $136,000
Q1 2023 May 08, 2023	BUY	$70.21 - $77.86 $125,675 - $139,369	1,790 New	1,790 $132,000
Q3 2021 Nov 12, 2021	SELL	$69.93 - $74.13 $1.91 Million - $2.03 Million	-27,381 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$69.41 - $73.87 $1.13 Million - $1.2 Million	16,243 Added 145.83%	27,381 $1.97 Million
Q1 2021 May 17, 2021	BUY	$61.28 - $69.6 $674 - $765	11 Added 0.1%	11,138 $767,000
Q4 2020 Feb 16, 2021	BUY	$53.17 - $62.19 $435,728 - $509,647	8,195 Added 279.5%	11,127 $692,000
Q3 2020 Oct 30, 2020	BUY	$51.46 - $57.08 $12,144 - $13,470	236 Added 8.75%	2,932 $159,000
Q2 2020 Aug 13, 2020	BUY	$44.04 - $57.88 $118,731 - $156,044	2,696 New	2,696 $141,000

Others Institutions Holding IUSV

# of Institutions

728

Shares Held

163M

Call Options Held

2.8K

Put Options Held

View Full List

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

Ticker IUSV
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Wealth Shield Partners, LLC Ishares Core S&P U.S. Value Et Transaction History