Peak Retirement Planning, Inc. Ishares Core S&P U.S. Value Et Transaction History

Peak Retirement Planning, Inc.

  • $355 Billion
  • Q3 2025

A detailed history of Peak Retirement Planning, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 4,672 shares of IUSV stock, worth $473,367. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,672
Previous 3,826 22.11%
Holding current value
$473,367
Previous $362 Million 28.98%
% of portfolio
0.13%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$94.17 - $99.95 $79,667 - $84,557
846 Added 22.11%
4,672 $467 Million
Q2 2025

Nov 04, 2025
BUY
$81.46 - $94.63 $1,466 - $1,703
18 Added 0.47%
3,826 $362 Million
Q1 2025

Nov 04, 2025
BUY
$90.0 - $96.32 $34,020 - $36,408
378 Added 11.02%
3,808 $351 Million
Q4 2024

Feb 20, 2025
BUY
$91.94 - $100.02 $315,354 - $343,068
3,430 New
3,430 $318 Million

Others Institutions Holding IUSV

# of Institutions
834
Shares Held
192M
Call Options Held
0
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
Track This Portfolio

Track Peak Retirement Planning, Inc. Portfolio

Follow Peak Retirement Planning, Inc. 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 Peak Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Retirement Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email