A detailed history of Klingman & Associates, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Klingman & Associates, LLC holds 2,607 shares of IUSV stock, worth $240,834. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,607
Previous 2,690 3.09%
Holding current value
$240,834
Previous $256,000 5.86%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 31, 2025

SELL
$91.94 - $100.02 $7,631 - $8,301
-83 Reduced 3.09%
2,607 $241,000
Q2 2023

Jul 31, 2023

BUY
$72.65 - $78.26 $195,428 - $210,519
2,690 New
2,690 $210,000

Others Institutions Holding IUSV

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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