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 $1.19 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

12,476

Previous 10,443 19.47%

Holding current value

$1.19 Million

Previous $997,000 15.85%

% of portfolio

0.2%

Previous 0.18%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

772

Shares Held

174M

Call Options Held

2.9K

Put Options Held

View Full List

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

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