Vista Private Wealth Partners. LLC Ishares Core S&P U.S. Value Et Transaction History

Vista Private Wealth Partners. LLC

  • $331 Million
  • Q3 2025

A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 32,954 shares of IUSV stock, worth $3.34 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
32,954
Previous 32,954 -0.0%
Holding current value
$3.34 Million
Previous $3.12 Million 5.61%
% of portfolio
0.99%
Previous 0.98%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$81.46 - $94.63 $37,960 - $44,097
-466 Reduced 1.39%
32,954 $3.12 Million
Q1 2025

May 06, 2025
SELL
$90.0 - $96.32 $630 - $674
-7 Reduced 0.02%
33,420 $3.08 Million
Q4 2024

Feb 03, 2025
SELL
$91.94 - $100.02 $306,803 - $333,766
-3,337 Reduced 9.08%
33,427 $3.1 Million
Q3 2024

Dec 03, 2024
SELL
$87.56 - $95.49 $119,869 - $130,725
-1,369 Reduced 3.59%
36,764 $3.51 Million
Q2 2024

Aug 05, 2024
BUY
$85.39 - $90.42 $3.26 Million - $3.45 Million
38,133 New
38,133 $3.36 Million
Q4 2023

Feb 13, 2024
BUY
$71.48 - $84.61 $25.7 Million - $30.4 Million
359,378 Added 845.38%
401,889 $33.9 Million
Q3 2023

Oct 10, 2023
SELL
$74.38 - $81.04 $104,503 - $113,861
-1,405 Reduced 3.2%
42,511 $3.17 Million
Q2 2023

Jul 17, 2023
SELL
$72.65 - $78.26 $28,987 - $31,225
-399 Reduced 0.9%
43,916 $3.44 Million
Q1 2023

May 09, 2023
SELL
$70.21 - $77.86 $531,489 - $589,400
-7,570 Reduced 14.59%
44,315 $3.27 Million
Q4 2022

Jan 12, 2023
BUY
$63.23 - $73.93 $181,343 - $212,031
2,868 Added 5.85%
51,885 $0
Q3 2022

Oct 13, 2022
BUY
$62.61 - $73.64 $184,261 - $216,722
2,943 Added 6.39%
49,017 $3.16 Million
Q2 2022

Jul 13, 2022
SELL
$64.88 - $77.18 $234,476 - $278,928
-3,614 Reduced 7.27%
46,074 $3.09 Million
Q1 2022

Apr 13, 2022
SELL
$71.81 - $77.49 $221,821 - $239,366
-3,089 Reduced 5.85%
49,688 $3.79 Million
Q4 2021

Jan 19, 2022
SELL
$71.13 - $76.45 $262,256 - $281,871
-3,687 Reduced 6.53%
52,777 $4.04 Million
Q3 2021

Oct 13, 2021
SELL
$69.93 - $74.13 $59,510 - $63,084
-851 Reduced 1.48%
56,464 $4 Million
Q2 2021

Jul 14, 2021
SELL
$69.41 - $73.87 $1.05 Million - $1.12 Million
-15,099 Reduced 20.85%
57,315 $4.14 Million
Q1 2021

Apr 14, 2021
BUY
$61.28 - $69.6 $118,515 - $134,606
1,934 Added 2.74%
72,414 $3.93 Million
Q4 2020

Jan 20, 2021
SELL
$53.17 - $62.19 $102,830 - $120,275
-1,934 Reduced 2.67%
70,480 $4.32 Million
Q3 2020

Dec 22, 2020
SELL
$51.46 - $57.08 $152,115 - $168,728
-2,956 Reduced 3.92%
72,414 $3.93 Million
Q2 2020

Jul 15, 2020
SELL
$44.04 - $57.88 $196,154 - $257,797
-4,454 Reduced 5.58%
75,370 $3.94 Million
Q1 2020

Apr 16, 2020
BUY
$39.87 - $63.83 $3.18 Million - $5.1 Million
79,824 New
79,824 $3.53 Million

Others Institutions Holding IUSV

# of Institutions
844
Shares Held
192M
Call Options Held
0
Put Options Held
0
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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