A detailed history of Optimum Investment Advisors transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Optimum Investment Advisors holds 2,600 shares of IUSV stock, worth $244,374. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,600
Previous 2,600 -0.0%
Holding current value
$244,374
Previous $229,000 8.3%
% of portfolio
0.11%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 03, 2023

SELL
$72.65 - $78.26 $29,060 - $31,304
-400 Reduced 13.33%
2,600 $203,000
Q3 2020

Oct 06, 2020

SELL
$51.46 - $57.08 $200,694 - $222,612
-3,900 Reduced 56.52%
3,000 $163,000
Q3 2018

Oct 05, 2018

BUY
$53.63 - $57.68 $128,712 - $138,432
2,400 Added 53.33%
6,900 $389,000
Q2 2017

Aug 14, 2017

BUY
N/A
4,500
4,500 $229,000

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 Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors 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 Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.