New Edge Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, New Edge Wealth, LLC holds 3,945 shares of IUSV stock, worth $372,210. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,945
Previous 11,357 65.26%
Holding current value
$372,210
Previous $1.08 Million 66.33%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 04, 2025
SELL
$91.94 - $100.02 $681,459 - $741,348
-7,412 Reduced 65.26%
3,945 $365,000
Q3 2024

Nov 12, 2024
BUY
$87.56 - $95.49 $994,418 - $1.08 Million
11,357 New
11,357 $1.08 Million
Q4 2023

Jan 29, 2024
BUY
$71.48 - $84.61 $142 - $169
2 Added 0.07%
2,794 $235,000
Q3 2023

Nov 08, 2023
BUY
$74.38 - $81.04 $11,157 - $12,156
150 Added 5.68%
2,792 $208,000
Q2 2023

Aug 09, 2023
BUY
$72.65 - $78.26 $191,941 - $206,762
2,642 New
2,642 $206,000

Others Institutions Holding IUSV

# of Institutions
747
Shares Held
168M
Call Options Held
2.9K
Put Options Held
0
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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