A detailed history of Safeguard Financial, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Safeguard Financial, LLC holds 4,597 shares of IUSV stock, worth $432,715. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,597
Previous 4,597 -0.0%
Holding current value
$432,715
Previous $405,000 8.15%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 30, 2024

BUY
$71.48 - $84.61 $328,593 - $388,952
4,597 New
4,597 $387,000
Q2 2023

Aug 07, 2023

BUY
$72.65 - $78.26 $145,082 - $156,285
1,997 New
1,997 $156,000
Q4 2022

Jan 10, 2023

BUY
$63.23 - $73.93 $235,531 - $275,389
3,725 New
3,725 $263,000

Others Institutions Holding IUSV

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
Track This Portfolio

Track Safeguard Financial, LLC Portfolio

Follow Safeguard Financial, LLC 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 Safeguard Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Financial, LLC with notifications on news.