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

Regimen Wealth, LLC

$306 Billion
Q4 2024

A detailed history of Regimen Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Regimen Wealth, LLC holds 6,613 shares of IUSV stock, worth $605,023. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,613

Previous 6,574 0.59%

Holding current value

$605,023

Previous $628 Million 2.46%

% of portfolio

0.2%

Previous 0.2%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$91.94 - $100.02 $3,585 - $3,900	39 Added 0.59%	6,613 $612 Million
Q3 2024 Nov 13, 2024	BUY	$87.56 - $95.49 $3,502 - $3,819	40 Added 0.61%	6,574 $628 Million
Q2 2024 Aug 14, 2024	SELL	$85.39 - $90.42 $17,931 - $18,988	-210 Reduced 3.11%	6,534 $576 Million
Q1 2024 May 14, 2024	BUY	$82.87 - $90.44 $2,734 - $2,984	33 Added 0.49%	6,744 $610 Million
Q4 2023 Feb 13, 2024	BUY	$71.48 - $84.61 $479,702 - $567,817	6,711 New	6,711 $566 Million

Others Institutions Holding IUSV

# of Institutions

776

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