Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Core S&P U.S. Value Et Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.53 Billion
Q1 2025

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$91.94 - $100.02 $5,516 - $6,001	60 Added 4.98%	1,265 $117,000
Q3 2024 Nov 08, 2024	SELL	$87.56 - $95.49 $46,581 - $50,800	-532 Reduced 30.63%	1,205 $115,000
Q2 2024 Aug 13, 2024	BUY	$85.39 - $90.42 $14,943 - $15,823	175 Added 11.2%	1,737 $153,000
Q1 2024 Apr 30, 2024	BUY	$82.87 - $90.44 $45,081 - $49,199	544 Added 53.44%	1,562 $141,000
Q4 2023 Jan 30, 2024	BUY	$71.48 - $84.61 $786 - $930	11 Added 1.09%	1,018 $85,000
Q2 2023 Jul 19, 2023	BUY	$72.65 - $78.26 $290 - $313	4 Added 0.4%	1,007 $78,000
Q1 2023 May 10, 2023	SELL	$70.21 - $77.86 $5,616 - $6,228	-80 Reduced 7.39%	1,003 $74,000
Q4 2022 Feb 14, 2023	SELL	$63.23 - $73.93 $8,852 - $10,350	-140 Reduced 11.45%	1,083 $76,000
Q3 2022 Oct 26, 2022	BUY	$62.61 - $73.64 $9,704 - $11,414	155 Added 14.51%	1,223 $76,000
Q2 2022 Aug 10, 2022	SELL	$64.88 - $77.18 $3,827 - $4,553	-59 Reduced 5.24%	1,068 $71,000
Q1 2022 May 13, 2022	BUY	$71.81 - $77.49 $359 - $387	5 Added 0.45%	1,127 $85,000
Q4 2021 Feb 14, 2022	SELL	$71.13 - $76.45 $11,807 - $12,690	-166 Reduced 12.89%	1,122 $85,000
Q3 2021 Nov 02, 2021	SELL	$69.93 - $74.13 $23,146 - $24,537	-331 Reduced 20.44%	1,288 $91,000
Q2 2021 Jul 27, 2021	BUY	$69.41 - $73.87 $347 - $369	5 Added 0.31%	1,619 $116,000
Q1 2021 May 11, 2021	SELL	$61.28 - $69.6 $1,838 - $2,088	-30 Reduced 1.82%	1,614 $111,000
Q4 2020 Feb 09, 2021	SELL	$53.17 - $62.19 $15,472 - $18,097	-291 Reduced 15.04%	1,644 $102,000
Q3 2020 Oct 20, 2020	SELL	$51.46 - $57.08 $38,131 - $42,296	-741 Reduced 27.69%	1,935 $105,000
Q2 2020 Jul 02, 2020	BUY	$44.04 - $57.88 $114,459 - $150,430	2,599 Added 3375.32%	2,676 $139,000
Q4 2019 Feb 11, 2020	SELL	$55.95 - $63.08 $6,825 - $7,695	-122 Reduced 61.31%	77 $4,000
Q3 2019 Oct 09, 2019	BUY	$54.3 - $58.65 $10,805 - $11,671	199 New	199 $11,000

Others Institutions Holding IUSV

# of Institutions

782

Shares Held

175M

Call Options Held

2.9K

Put Options Held

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