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

Presilium Private Wealth, LLC

$434 Billion
Q3 2024

A detailed history of Presilium Private Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Presilium Private Wealth, LLC holds 35,548 shares of IUSV stock, worth $3.32 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

35,548

Previous 36,473 2.54%

Holding current value

$3.32 Million

Previous $3.21 Billion 5.6%

% of portfolio

0.78%

Previous 0.81%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	SELL	$87.56 - $95.49 $80,993 - $88,328	-925 Reduced 2.54%	35,548 $3.39 Billion
Q2 2024 Jul 15, 2024	SELL	$85.39 - $90.42 $12,039 - $12,749	-141 Reduced 0.39%	36,473 $3.21 Billion
Q1 2024 May 01, 2024	SELL	$82.87 - $90.44 $74,500 - $81,305	-899 Reduced 2.4%	36,614 $3.31 Billion
Q4 2023 Jan 10, 2024	BUY	$71.48 - $84.61 $1.63 Million - $1.93 Million	22,827 Added 155.43%	37,513 $3.16 Billion
Q3 2023 Oct 10, 2023	BUY	$74.38 - $81.04 $4,016 - $4,376	54 Added 0.37%	14,686 $1.1 Billion
Q2 2023 Jul 21, 2023	SELL	$72.65 - $78.26 $7,410 - $7,982	-102 Reduced 0.69%	14,632 $1.15 Billion
Q1 2023 Apr 20, 2023	BUY	$70.21 - $77.86 $5,967 - $6,618	85 Added 0.58%	14,734 $1.09 Billion
Q4 2022 Feb 07, 2023	BUY	$63.23 - $73.93 $926,256 - $1.08 Million	14,649 New	14,649 $1.03 Billion

Others Institutions Holding IUSV

# of Institutions

728

Shares Held

163M

Call Options Held

2.8K

Put Options Held

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

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