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

Bogart Wealth, LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Bogart Wealth, LLC holds 519 shares of IUSV stock, worth $52,585. This represents 0.0% of its overall portfolio holdings.

Number of Shares
519
Previous 519 -0.0%
Holding current value
$52,585
Previous $49,000 4.08%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$87.56 - $95.49 $5,778 - $6,302
66 Added 14.57%
519 $49,000
Q2 2024

Jul 31, 2024
BUY
$85.39 - $90.42 $38,681 - $40,960
453 New
453 $39,000
Q1 2023

Apr 21, 2023
BUY
$70.21 - $77.86 $421 - $467
6 Added 7.89%
82 $6,000
Q4 2022

Feb 06, 2023
BUY
$63.23 - $73.93 $505 - $591
8 Added 11.76%
76 $5,000
Q3 2022

Nov 03, 2022
BUY
$62.61 - $73.64 $438 - $515
7 Added 11.48%
68 $4,000
Q2 2022

Jul 22, 2022
BUY
$64.88 - $77.18 $3,957 - $4,707
61 New
61 $4,000

Others Institutions Holding IUSV

# of Institutions
834
Shares Held
192M
Call Options Held
0
Put Options Held
0
View Full List

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

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, 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 Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email