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

Peninsula Wealth, LLC

  • $581 Million
  • Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Peninsula Wealth, LLC holds 12,476 shares of IUSV stock, worth $1.26 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
12,476
Previous 10,443 19.47%
Holding current value
$1.26 Million
Previous $997,000 15.85%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Feb 13, 2025
BUY
$91.94 - $100.02 $186,914 - $203,340
2,033 Added 19.47%
12,476 $1.16 Million
Q3 2024

Nov 14, 2024
SELL
$87.56 - $95.49 $10,945 - $11,936
-125 Reduced 1.18%
10,443 $997,000
Q2 2024

Aug 13, 2024
BUY
$85.39 - $90.42 $696,782 - $737,827
8,160 Added 338.87%
10,568 $931,000
Q1 2024

May 30, 2024
BUY
$82.87 - $90.44 $199,550 - $217,779
2,408 New
2,408 $217,000

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
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