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

Daymark Wealth Partners, LLC

$2.79 Billion
Q3 2025

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 2,744 shares of IUSV stock, worth $271,848. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,744

Previous 2,759 0.54%

Holding current value

$271,848

Previous $261,000 4.98%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$94.17 - $99.95 $1,412 - $1,499	-15 Reduced 0.54%	2,744 $274,000
Q2 2025 Aug 04, 2025	SELL	$81.46 - $94.63 $69,322 - $80,530	-851 Reduced 23.57%	2,759 $261,000
Q1 2025 Apr 14, 2025	BUY	$90.0 - $96.32 $67,680 - $72,432	752 Added 26.31%	3,610 $330,000
Q4 2024 Jan 17, 2025	SELL	$91.94 - $100.02 $3,401 - $3,700	-37 Reduced 1.28%	2,858 $264,000
Q3 2024 Oct 08, 2024	SELL	$87.56 - $95.49 $612 - $668	-7 Reduced 0.24%	2,895 $276,000
Q2 2024 Aug 14, 2024	BUY	$85.39 - $90.42 $2,732 - $2,893	32 Added 1.11%	2,902 $255,000
Q1 2024 Apr 10, 2024	SELL	$82.87 - $90.44 $3,729 - $4,069	-45 Reduced 1.54%	2,870 $259,000
Q4 2023 Jan 09, 2024	BUY	$71.48 - $84.61 $208,364 - $246,638	2,915 New	2,915 $245,000

Others Institutions Holding IUSV

# of Institutions

825

Shares Held

183M

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