Grey Fox Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Grey Fox Wealth Advisors, LLC

$365 Billion
Q4 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 9,518 shares of IUSV stock, worth $907,922. This represents 0.24% of its overall portfolio holdings.

Number of Shares

9,518

Previous 10,182 6.52%

Holding current value

$907,922

Previous $972 Million 9.37%

% of portfolio

0.24%

Previous 0.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$91.94 - $100.02 $61,048 - $66,413	-664 Reduced 6.52%	9,518 $881 Million
Q3 2024 Oct 22, 2024	BUY	$87.56 - $95.49 $659,151 - $718,848	7,528 Added 283.65%	10,182 $972 Million
Q2 2024 Jul 30, 2024	BUY	$85.39 - $90.42 $1,024 - $1,085	12 Added 0.45%	2,654 $234 Million
Q1 2024 Apr 11, 2024	SELL	$82.87 - $90.44 $20,137 - $21,976	-243 Reduced 8.42%	2,642 $239 Million
Q4 2023 Jan 17, 2024	SELL	$71.48 - $84.61 $9.66 Million - $11.4 Million	-135,094 Reduced 97.91%	2,885 $243 Million
Q3 2023 Oct 24, 2023	BUY	$74.38 - $81.04 $10 Million - $10.9 Million	134,985 Added 4508.52%	137,979 $10.4 Billion
Q2 2023 Aug 03, 2023	BUY	$72.65 - $78.26 $799 - $860	11 Added 0.37%	2,994 $234 Million
Q1 2023 May 09, 2023	BUY	$70.21 - $77.86 $982 - $1,090	14 Added 0.47%	2,983 $220 Million
Q4 2022 Feb 14, 2023	BUY	$63.23 - $73.93 $187,729 - $219,498	2,969 New	2,969 $210 Million

Others Institutions Holding IUSV

# of Institutions

769

Shares Held

173M

Call Options Held

2.9K

Put Options Held

View Full List

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

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Grey Fox Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grey Fox Wealth Advisors, LLC with notifications on news.

Account

Grey Fox Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History