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

Alliance Wealth Advisors, LLC

$189 Million
Q4 2024

A detailed history of Alliance Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 3,357 shares of IUSV stock, worth $319,821. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,357

Previous 3,442 2.47%

Holding current value

$319,821

Previous $328,000 5.49%

% of portfolio

0.16%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$91.94 - $100.02 $7,814 - $8,501	-85 Reduced 2.47%	3,357 $310,000
Q3 2024 Oct 16, 2024	BUY	$87.56 - $95.49 $437 - $477	5 Added 0.15%	3,442 $328,000
Q2 2024 Jul 17, 2024	BUY	$85.39 - $90.42 $256 - $271	3 Added 0.09%	3,437 $302,000
Q1 2024 Apr 16, 2024	BUY	$82.87 - $90.44 $331 - $361	4 Added 0.12%	3,434 $310,000
Q4 2023 Jan 10, 2024	BUY	$71.48 - $84.61 $4,217 - $4,991	59 Added 1.75%	3,430 $289,000
Q2 2023 Jul 24, 2023	BUY	$72.65 - $78.26 $217 - $234	3 Added 0.09%	3,371 $263,000
Q1 2023 Apr 06, 2023	SELL	$70.21 - $77.86 $9,899 - $10,978	-141 Reduced 4.02%	3,368 $248,000
Q4 2022 Jan 23, 2023	BUY	$63.23 - $73.93 $221,874 - $259,420	3,509 New	3,509 $0

Others Institutions Holding IUSV

# of Institutions

772

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

More about IUSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alliance Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alliance Wealth Advisors, LLC with notifications on news.

Account

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