A detailed history of Ballentine Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Ballentine Partners, LLC holds 20,365 shares of IUSV stock, worth $1.94 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,365
Holding current value
$1.94 Million
% of portfolio
0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$91.94 - $100.02 $1.87 Million - $2.04 Million
20,365 New
20,365 $1.89 Million
Q2 2024

Aug 06, 2024

BUY
$85.39 - $90.42 $3.41 Million - $3.62 Million
39,983 New
39,983 $3.52 Million

Others Institutions Holding IUSV

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
Track This Portfolio

Track Ballentine Partners, LLC Portfolio

Follow Ballentine Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ballentine Partners, LLC with notifications on news.