Independence Financial Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Independence Financial Advisors, LLC

$364 Billion
Q4 2025

A detailed history of Independence Financial Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Independence Financial Advisors, LLC holds 118,715 shares of IUSV stock, worth $12 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares

118,715

Previous 119,689 0.81%

Holding current value

$12 Million

Previous $12 Billion 1.76%

% of portfolio

3.35%

Previous 3.64%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	SELL	$98.0 - $102.56 $95,452 - $99,893	-974 Reduced 0.81%	118,715 $12.2 Billion
Q3 2025 Oct 24, 2025	SELL	$94.17 - $99.95 $586,302 - $622,288	-6,226 Reduced 4.94%	119,689 $12 Billion
Q2 2025 Aug 08, 2025	SELL	$81.46 - $94.63 $20.2 Million - $23.5 Million	-248,490 Reduced 66.37%	125,915 $11.9 Billion
Q1 2025 May 08, 2025	BUY	$90.0 - $96.32 $33.7 Million - $36.1 Million	374,405 New	374,405 $34.6 Billion

Others Institutions Holding IUSV

# of Institutions

838

Shares Held

192M

Call Options Held

Put Options Held

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

Ticker IUSV
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Independence Financial Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History