A detailed history of Northwest Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 13,621 shares of IUSV stock, worth $1.3 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
13,621
Previous 13,655 0.25%
Holding current value
$1.3 Million
Previous $1.23 Million 2.76%
% of portfolio
0.31%
Previous 0.34%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
$85.39 - $90.42 $2,903 - $3,074
-34 Reduced 0.25%
13,621 $1.2 Million
Q1 2024

May 13, 2024

SELL
$82.87 - $90.44 $1.18 Million - $1.29 Million
-14,228 Reduced 51.03%
13,655 $1.23 Million
Q4 2023

Feb 14, 2024

SELL
$71.48 - $84.61 $32,451 - $38,412
-454 Reduced 1.6%
27,883 $2.35 Million
Q3 2023

Nov 01, 2023

SELL
$74.38 - $81.04 $18,892 - $20,584
-254 Reduced 0.89%
28,337 $2.11 Million
Q2 2023

Aug 07, 2023

SELL
$72.65 - $78.26 $47,949 - $51,651
-660 Reduced 2.26%
28,591 $2.24 Million
Q1 2023

May 10, 2023

BUY
$70.21 - $77.86 $21,905 - $24,292
312 Added 1.08%
29,251 $2.16 Million
Q4 2022

Feb 07, 2023

SELL
$63.23 - $73.93 $245,142 - $286,626
-3,877 Reduced 11.81%
28,939 $2.04 Million
Q3 2022

Oct 27, 2022

SELL
$62.61 - $73.64 $2,942 - $3,461
-47 Reduced 0.14%
32,816 $2.06 Million
Q2 2022

Jul 26, 2022

BUY
$64.88 - $77.18 $96,865 - $115,229
1,493 Added 4.76%
32,863 $2.2 Million
Q1 2022

Apr 29, 2022

BUY
$71.81 - $77.49 $319,626 - $344,907
4,451 Added 16.53%
31,370 $2.38 Million
Q4 2021

Jan 24, 2022

SELL
$71.13 - $76.45 $426 - $458
-6 Reduced 0.02%
26,919 $2.06 Million
Q3 2021

Oct 20, 2021

BUY
$69.93 - $74.13 $26,713 - $28,317
382 Added 1.44%
26,925 $1.91 Million
Q2 2021

Aug 02, 2021

BUY
$69.41 - $73.87 $99,464 - $105,855
1,433 Added 5.71%
26,543 $1.91 Million
Q1 2021

May 10, 2021

BUY
$61.28 - $69.6 $79,296 - $90,062
1,294 Added 5.43%
25,110 $1.73 Million
Q4 2020

Jan 28, 2021

SELL
$53.17 - $62.19 $55,296 - $64,677
-1,040 Reduced 4.18%
23,816 $1.48 Million
Q3 2020

Oct 19, 2020

SELL
$51.46 - $57.08 $97,774 - $108,452
-1,900 Reduced 7.1%
24,856 $1.35 Million
Q2 2020

Jul 13, 2020

BUY
$44.04 - $57.88 $22,768 - $29,923
517 Added 1.97%
26,756 $1.4 Million
Q1 2020

Apr 29, 2020

BUY
$39.87 - $63.83 $1.05 Million - $1.67 Million
26,239 New
26,239 $1.21 Million

Others Institutions Holding IUSV

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
Track This Portfolio

Track Northwest Wealth Management, LLC Portfolio

Follow Northwest Wealth Management, LLC 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 Northwest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Wealth Management, LLC with notifications on news.