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

Modern Wealth Management, LLC

$2.86 Trillion
Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Modern Wealth Management, LLC holds 99,839 shares of IUSV stock, worth $9.47 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

99,839

Previous 23,503 324.79%

Holding current value

$9.47 Million

Previous $2.24 Billion 321.67%

% of portfolio

0.33%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$91.94 - $100.02 $7.02 Million - $7.64 Million	76,336 Added 324.79%	99,839 $9.46 Billion
Q3 2024 Nov 05, 2024	BUY	$87.56 - $95.49 $99,818 - $108,858	1,140 Added 5.1%	23,503 $2.24 Billion
Q2 2024 Aug 07, 2024	BUY	$85.39 - $90.42 $24,506 - $25,950	287 Added 1.3%	22,363 $1.97 Billion
Q1 2024 May 13, 2024	BUY	$82.87 - $90.44 $736,714 - $804,011	8,890 Added 67.42%	22,076 $1.97 Billion
Q4 2023 Feb 14, 2024	BUY	$71.48 - $84.61 $942,535 - $1.12 Million	13,186 New	13,186 $1.11 Billion

Others Institutions Holding IUSV

# of Institutions

757

Shares Held

166M

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