Curio Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History

Curio Wealth, LLC

$244 Billion
Q3 2025

A detailed history of Curio Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Curio Wealth, LLC holds 1,674 shares of IUSV stock, worth $170,915. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,674

Holding current value

$170,915

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$94.17 - $99.95 $157,640 - $167,316	1,674 New	1,674 $167 Million

Others Institutions Holding IUSV

# of Institutions

840

Shares Held

185M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

74.4M
Shares

$7.6 Billion
0.53% of portfolio
Lpl Financial LLC Fort Mill, SC

15.8M
Shares

$1.62 Billion
0.49% of portfolio
Morgan Stanley New York, NY

9.02M
Shares

$921 Million
0.06% of portfolio
Jones Financial Companies Lllp

6.13M
Shares

$626 Million
0.42% of portfolio
Envestnet Asset Management Inc

5.81M
Shares

$593 Million
0.18% of portfolio

View Full List

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

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

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