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

Sovereign Financial Group, Inc.

  • $426 Million
  • Q4 2024

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 15,462 shares of IUSV stock, worth $1.47 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
15,462
Previous 15,312 0.98%
Holding current value
$1.47 Million
Previous $1.46 Million 2.05%
% of portfolio
0.34%
Previous 0.35%

Shares

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

Jan 14, 2025
BUY
$91.94 - $100.02 $13,791 - $15,003
150 Added 0.98%
15,462 $1.43 Million
Q3 2024

Oct 08, 2024
SELL
$87.56 - $95.49 $23,290 - $25,400
-266 Reduced 1.71%
15,312 $1.46 Million
Q2 2024

Jul 15, 2024
SELL
$85.39 - $90.42 $17,590 - $18,626
-206 Reduced 1.31%
15,578 $1.37 Million
Q1 2024

Apr 15, 2024
BUY
$82.87 - $90.44 $17,651 - $19,263
213 Added 1.37%
15,784 $1.43 Million
Q4 2023

Feb 06, 2024
BUY
$71.48 - $84.61 $336,742 - $398,597
4,711 Added 43.38%
15,571 $1.31 Million
Q3 2023

Nov 03, 2023
SELL
$74.38 - $81.04 $78,024 - $85,010
-1,049 Reduced 8.81%
10,860 $810,000
Q2 2023

Jul 31, 2023
SELL
$72.65 - $78.26 $166,731 - $179,606
-2,295 Reduced 16.16%
11,909 $931,000
Q1 2023

May 04, 2023
SELL
$70.21 - $77.86 $471,249 - $522,596
-6,712 Reduced 32.09%
14,204 $1.05 Million
Q4 2022

Feb 13, 2023
SELL
$63.23 - $73.93 $143,848 - $168,190
-2,275 Reduced 9.81%
20,916 $1.48 Million
Q3 2022

Nov 14, 2022
SELL
$62.61 - $73.64 $72,940 - $85,790
-1,165 Reduced 4.78%
23,191 $1.45 Million
Q2 2022

Aug 15, 2022
SELL
$64.88 - $77.18 $25,043 - $29,791
-386 Reduced 1.56%
24,356 $1.63 Million
Q1 2022

May 16, 2022
SELL
$71.81 - $77.49 $301,458 - $325,303
-4,198 Reduced 14.51%
24,742 $1.88 Million
Q4 2021

Feb 15, 2022
SELL
$71.13 - $76.45 $133,795 - $143,802
-1,881 Reduced 6.1%
28,940 $2.21 Million
Q3 2021

Nov 12, 2021
SELL
$69.93 - $74.13 $201,468 - $213,568
-2,881 Reduced 8.55%
30,821 $2.19 Million
Q1 2021

May 17, 2021
SELL
$61.28 - $69.6 $119,312 - $135,511
-1,947 Reduced 5.46%
33,702 $2.32 Million
Q4 2020

Feb 16, 2021
BUY
$53.17 - $62.19 $1.9 Million - $2.22 Million
35,649 New
35,649 $2.22 Million

Others Institutions Holding IUSV

# of Institutions
734
Shares Held
163M
Call Options Held
2.8K
Put Options Held
2K
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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