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

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Wealthsource Partners, LLC holds 8,149 shares of IUSV stock, worth $807,321. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,149

Previous 8,148 0.01%

Holding current value

$807,321

Previous $608,000 12.99%

% of portfolio

0.05%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	BUY	$71.48 - $84.61 $71 - $84	1 Added 0.01%	8,149 $687,000
Q3 2023 Nov 09, 2023	SELL	$74.38 - $81.04 $14,132 - $15,397	-190 Reduced 2.28%	8,148 $608,000
Q2 2023 Aug 14, 2023	BUY	$72.65 - $78.26 $72 - $78	1 Added 0.01%	8,338 $652,000
Q4 2022 Feb 09, 2023	SELL	$63.23 - $73.93 $81,060 - $94,778	-1,282 Reduced 13.33%	8,337 $588,000
Q2 2022 Aug 10, 2022	SELL	$64.88 - $77.18 $100,628 - $119,706	-1,551 Reduced 13.89%	9,619 $643,000
Q1 2022 May 09, 2022	BUY	$71.81 - $77.49 $802,117 - $865,563	11,170 New	11,170 $847,000

Others Institutions Holding IUSV

# of Institutions

819

Shares Held

183M

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