Peterson Financial Group, Inc. Ishares Core S&P U.S. Value Et Transaction History

Peterson Financial Group, Inc.

$26 Billion
Q3 2024

A detailed history of Peterson Financial Group, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Peterson Financial Group, Inc. holds 3,689 shares of IUSV stock, worth $350,049. This represents 1.36% of its overall portfolio holdings.

Number of Shares

3,689

Previous 3,678 0.3%

Holding current value

$350,049

Previous $324 Million 8.67%

% of portfolio

1.36%

Previous 1.98%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$87.56 - $95.49 $963 - $1,050	11 Added 0.3%	3,689 $352 Million
Q2 2024 Aug 12, 2024	BUY	$85.39 - $90.42 $314,064 - $332,564	3,678 New	3,678 $324 Million
Q1 2024 Aug 28, 2024	SELL	$82.87 - $90.44 $9,198 - $10,038	-111 Reduced 2.78%	3,876 $351 Million
Q4 2023 Aug 28, 2024	BUY	$71.48 - $84.61 $22,087 - $26,144	309 Added 8.4%	3,987 $336 Million
Q4 2023 Feb 12, 2024	BUY	$71.48 - $84.61 $285,419 - $337,847	3,993 New	3,993 $336,000

Others Institutions Holding IUSV

# of Institutions

757

Shares Held

166M

Call Options Held

2.9K

Put Options Held

View Full List

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

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Peterson Financial Group, Inc. Ishares Core S&P U.S. Value Et Transaction History