New Wave Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History

New Wave Wealth Advisors LLC

$244 Billion
Q4 2024

A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 28,290 shares of IUSV stock, worth $2.7 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

28,290

Previous 27,115 4.33%

Holding current value

$2.7 Million

Previous $2.59 Billion 1.16%

% of portfolio

1.07%

Previous 1.19%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$91.94 - $100.02 $108,029 - $117,523	1,175 Added 4.33%	28,290 $2.62 Billion
Q3 2024 Oct 23, 2024	BUY	$87.56 - $95.49 $20,489 - $22,344	234 Added 0.87%	27,115 $2.59 Billion
Q2 2024 Aug 27, 2024	BUY	$85.39 - $90.42 $2.3 Million - $2.43 Million	26,881 New	26,881 $2.37 Billion

Others Institutions Holding IUSV

# of Institutions

738

Shares Held

165M

Call Options Held

2.9K

Put Options Held

View Full List

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

Ticker IUSV
Sector ETFs
Industry ETFs

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New Wave Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History