Arkadios Wealth Advisors Ishares Core S&P U.S. Value Et Transaction History

Arkadios Wealth Advisors

$3.16 Billion
Q2 2025

A detailed history of Arkadios Wealth Advisors transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Arkadios Wealth Advisors holds 3,903 shares of IUSV stock, worth $390,026. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,903

Previous 3,827 1.99%

Holding current value

$390,026

Previous $353,000 4.53%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$81.46 - $94.63 $6,190 - $7,191	76 Added 1.99%	3,903 $369,000
Q1 2025 May 08, 2025	BUY	$90.0 - $96.32 $344,430 - $368,616	3,827 New	3,827 $353,000
Q4 2021 Feb 03, 2022	SELL	$71.13 - $76.45 $23,188 - $24,922	-326 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$69.93 - $74.13 $49,510 - $52,484	-708 Reduced 68.47%	326 $23,000
Q2 2021 Jul 28, 2021	BUY	$69.41 - $73.87 $13,882 - $14,774	200 Added 23.98%	1,034 $74,000
Q1 2021 Apr 26, 2021	BUY	$61.28 - $69.6 $7,721 - $8,769	126 Added 17.8%	834 $57,000
Q4 2020 Feb 09, 2021	BUY	$53.17 - $62.19 $37,644 - $44,030	708 New	708 $44,000
Q1 2020 May 14, 2020	SELL	$39.87 - $63.83 $1,395 - $2,234	-35 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$55.95 - $63.08 $1,958 - $2,207	35 New	35 $2,000

Others Institutions Holding IUSV

# of Institutions

814

Shares Held

183M

Call Options Held

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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Ishares Core S&P U.S. Value Et Transaction History