Wealthspire Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 9,282 shares of IUSV stock, worth $885,409. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,282

Previous 9,128 1.69%

Holding current value

$885,409

Previous $871,000 1.38%

% of portfolio

0.01%

Previous 0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$91.94 - $100.02 $14,158 - $15,403	154 Added 1.69%	9,282 $859,000
Q3 2024 Nov 13, 2024	BUY	$87.56 - $95.49 $547,074 - $596,621	6,248 Added 216.94%	9,128 $871,000
Q2 2024 Aug 08, 2024	BUY	$85.39 - $90.42 $51,831 - $54,884	607 Added 26.7%	2,880 $253,000
Q1 2024 May 06, 2024	BUY	$82.87 - $90.44 $188,363 - $205,570	2,273 New	2,273 $205,000

Others Institutions Holding IUSV

# of Institutions

770

Shares Held

174M

Call Options Held

2.9K

Put Options Held

View Full List

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

Ticker IUSV
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History