Financial Planning & Information Services, Inc. Ishares Core S&P U.S. Value Et Transaction History

Financial Planning & Information Services, Inc.

  • $725 Million
  • Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 44,245 shares of IUSV stock, worth $4.16 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
44,245
Previous 44,118 0.29%
Holding current value
$4.16 Million
Previous $3.89 Million 8.64%
% of portfolio
0.58%
Previous 0.59%

Shares

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

Nov 12, 2024
BUY
$87.56 - $95.49 $11,120 - $12,127
127 Added 0.29%
44,245 $4.22 Million
Q2 2024

Aug 13, 2024
SELL
$85.39 - $90.42 $3,500 - $3,707
-41 Reduced 0.09%
44,118 $3.89 Million
Q1 2024

May 14, 2024
SELL
$82.87 - $90.44 $178,916 - $195,259
-2,159 Reduced 4.66%
44,159 $3.99 Million
Q3 2023

Nov 14, 2023
SELL
$74.38 - $81.04 $40,388 - $44,004
-543 Reduced 1.16%
46,318 $3.46 Million
Q2 2023

Aug 11, 2023
SELL
$72.65 - $78.26 $47,949 - $51,651
-660 Reduced 1.39%
46,861 $3.67 Million
Q1 2023

May 02, 2023
SELL
$70.21 - $77.86 $727,164 - $806,396
-10,357 Reduced 17.89%
47,521 $3.51 Million
Q4 2022

Feb 13, 2023
SELL
$63.23 - $73.93 $7,650 - $8,945
-121 Reduced 0.21%
57,878 $4.09 Million
Q3 2022

Oct 25, 2022
SELL
$62.61 - $73.64 $77,573 - $91,239
-1,239 Reduced 2.09%
57,999 $3.63 Million
Q2 2022

Jul 19, 2022
SELL
$64.88 - $77.18 $56,899 - $67,686
-877 Reduced 1.46%
59,238 $3.96 Million
Q1 2022

Apr 19, 2022
SELL
$71.81 - $77.49 $238,265 - $257,111
-3,318 Reduced 5.23%
60,115 $4.56 Million
Q4 2021

Feb 02, 2022
SELL
$71.13 - $76.45 $76,891 - $82,642
-1,081 Reduced 1.68%
63,433 $4.84 Million
Q3 2021

Oct 13, 2021
SELL
$69.93 - $74.13 $174,405 - $184,880
-2,494 Reduced 3.72%
64,514 $4.57 Million
Q2 2021

Jul 29, 2021
SELL
$69.41 - $73.87 $46,227 - $49,197
-666 Reduced 0.98%
67,008 $4.82 Million
Q1 2021

Apr 20, 2021
SELL
$61.28 - $69.6 $39,832 - $45,239
-650 Reduced 0.95%
67,674 $4.66 Million
Q4 2020

Feb 08, 2021
SELL
$53.17 - $62.19 $11,112 - $12,997
-209 Reduced 0.3%
68,324 $4.25 Million
Q3 2020

May 24, 2021
SELL
$51.46 - $57.08 $12,041 - $13,356
-234 Reduced 0.34%
68,533 $3.72 Million
Q2 2020

May 24, 2021
BUY
$44.04 - $57.88 $18,232 - $23,962
414 Added 0.61%
68,767 $3.59 Million
Q1 2020

May 24, 2021
BUY
$39.87 - $63.83 $5,382 - $8,617
135 Added 0.2%
68,353 $3.16 Million
Q4 2019

May 24, 2021
SELL
$55.95 - $63.08 $53,879 - $60,746
-963 Reduced 1.39%
68,218 $4.3 Million
Q3 2019

May 24, 2021
SELL
$54.3 - $58.65 $183,208 - $197,885
-3,374 Reduced 4.65%
69,181 $4 Million
Q2 2019

May 24, 2021
SELL
$52.68 - $57.18 $245,804 - $266,801
-4,666 Reduced 6.04%
72,555 $4.11 Million
Q1 2019

May 24, 2021
SELL
$48.21 - $55.66 $6,797 - $7,848
-141 Reduced 0.18%
77,221 $4.23 Million
Q4 2018

May 24, 2021
SELL
$46.36 - $56.72 $157,763 - $193,018
-3,403 Reduced 4.21%
77,362 $3.8 Million
Q3 2018

May 24, 2021
SELL
$53.63 - $57.68 $190,171 - $204,533
-3,546 Reduced 4.21%
80,765 $4.55 Million
Q2 2018

May 24, 2021
SELL
$51.95 - $55.12 $12,468 - $13,228
-240 Reduced 0.28%
84,311 $4.53 Million
Q1 2018

May 24, 2021
SELL
$51.81 - $58.63 $52,742 - $59,685
-1,018 Reduced 1.19%
84,551 $4.49 Million
Q4 2017

May 24, 2021
SELL
$52.55 - $55.6 $59,328 - $62,772
-1,129 Reduced 1.3%
85,569 $4.74 Million
Q3 2017

May 24, 2021
SELL
$52.0 - $52.35 $138,060 - $138,989
-2,655 Reduced 2.97%
86,698 $4.54 Million
Q2 2017

May 24, 2021
SELL
N/A
-1,522 Reduced 1.67%
89,353 $4.55 Million
Q1 2017

May 24, 2021
SELL
N/A
-3,925 Reduced 4.14%
90,875 $4.59 Million
Q4 2016

May 24, 2021
SELL
N/A
-4,581 Reduced 4.61%
94,800 $4.66 Million
Q3 2016

May 24, 2021
BUY
N/A
63,119 Added 174.06%
99,381 $4.58 Million
Q2 2016

May 24, 2021
SELL
N/A
-2,772 Reduced 7.1%
36,262 $4.87 Million
Q1 2016

May 24, 2021
SELL
N/A
-2,823 Reduced 6.74%
39,034 $5.03 Million
Q4 2015

May 24, 2021
SELL
N/A
-607 Reduced 1.43%
41,857 $5.33 Million
Q3 2015

May 24, 2021
SELL
N/A
-433 Reduced 1.01%
42,464 $5.16 Million
Q2 2015

May 24, 2021
SELL
N/A
-529 Reduced 1.22%
42,897 $5.78 Million
Q1 2015

May 24, 2021
SELL
N/A
-550 Reduced 1.25%
43,426 $5.86 Million
Q4 2014

May 24, 2021
SELL
N/A
-551 Reduced 1.24%
43,976 $5.81 Million
Q3 2014

May 24, 2021
SELL
N/A
-866 Reduced 1.91%
44,527 $5.81 Million
Q2 2014

May 24, 2021
SELL
N/A
-869 Reduced 1.88%
45,393 $6.02 Million
Q1 2014

May 24, 2021
SELL
N/A
-860 Reduced 1.83%
46,262 $5.84 Million
Q4 2013

May 24, 2021
BUY
N/A
47,122
47,122 $5.82 Million

Others Institutions Holding IUSV

# of Institutions
728
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
Track This Portfolio

Track Financial Planning & Information Services, Inc. Portfolio

Follow Financial Planning & Information Services, Inc. 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 Financial Planning & Information Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Planning & Information Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email