Dougherty Wealth Advisers LLC Ishares Core S&P U.S. Value Et Transaction History

Dougherty Wealth Advisers LLC

$154 Million
Q3 2025

A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 338 shares of IUSV stock, worth $33,485. This represents 0.02% of its overall portfolio holdings.

Number of Shares

338

Previous 338 -0.0%

Holding current value

$33,485

Previous $31,000 6.45%

% of portfolio

0.02%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$90.0 - $96.32 $1,350 - $1,444	-15 Reduced 4.25%	338 $31,000
Q4 2024 Jan 24, 2025	SELL	$91.94 - $100.02 $1,562 - $1,700	-17 Reduced 4.59%	353 $32,000
Q3 2024 Oct 30, 2024	SELL	$87.56 - $95.49 $6,216 - $6,779	-71 Reduced 16.1%	370 $35,000
Q2 2024 Jul 11, 2024	SELL	$85.39 - $90.42 $4,867 - $5,153	-57 Reduced 11.45%	441 $38,000
Q3 2022 Oct 13, 2022	BUY	$62.61 - $73.64 $31,179 - $36,672	498 New	498 $31,000

Others Institutions Holding IUSV

# of Institutions

821

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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Dougherty Wealth Advisers LLC Ishares Core S&P U.S. Value Et Transaction History