Concord Wealth Partners Ishares Core S&P U.S. Value Et Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Concord Wealth Partners holds 492 shares of IUSV stock, worth $46,656. This represents 0.01% of its overall portfolio holdings.

Number of Shares
492
Previous 489 0.61%
Holding current value
$46,656
Previous $43,000 6.98%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024
BUY
$87.56 - $95.49 $262 - $286
3 Added 0.61%
492 $46,000
Q2 2024

Jul 31, 2024
BUY
$85.39 - $90.42 $170 - $180
2 Added 0.41%
489 $43,000
Q1 2024

Apr 30, 2024
BUY
$82.87 - $90.44 $248 - $271
3 Added 0.62%
487 $44,000
Q4 2023

Apr 30, 2024
BUY
$71.48 - $84.61 $357 - $423
5 Added 1.04%
484 $40,000
Q4 2023

Feb 05, 2024
BUY
$71.48 - $84.61 $357 - $423
5 Added 1.04%
484 $40,000
Q3 2023

Apr 30, 2024
SELL
$74.38 - $81.04 $371 - $405
-5 Reduced 1.03%
479 $35,000
Q2 2023

Aug 07, 2023
SELL
$72.65 - $78.26 $2,252 - $2,426
-31 Reduced 6.08%
479 $37,000
Q1 2023

Apr 26, 2023
BUY
$70.21 - $77.86 $140 - $155
2 Added 0.39%
510 $37,000
Q4 2022

Jan 27, 2023
BUY
$63.23 - $73.93 $32,120 - $37,556
508 New
508 $35,000
Q2 2022

Aug 04, 2022
SELL
$64.88 - $77.18 $3,308 - $3,936
-51 Reduced 9.22%
502 $34,000
Q1 2022

Apr 20, 2022
SELL
$71.81 - $77.49 $1,938 - $2,092
-27 Reduced 4.66%
553 $42,000
Q4 2021

Jan 21, 2022
BUY
$71.13 - $76.45 $38,908 - $41,818
547 Added 1657.58%
580 $44,000
Q1 2021

May 13, 2021
SELL
$61.28 - $69.6 $138,186 - $156,948
-2,255 Reduced 98.56%
33 $2,000
Q4 2020

Feb 16, 2021
BUY
$53.17 - $62.19 $121,652 - $142,290
2,288 New
2,288 $142,000

Others Institutions Holding IUSV

# of Institutions
734
Shares Held
163M
Call Options Held
2.8K
Put Options Held
2K
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
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