Elevate Wealth Advisory, Inc Ishares Core S&P U.S. Value Et Transaction History

Elevate Wealth Advisory, Inc

$141 Billion
Q1 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 11,446 shares of IUSV stock, worth $1.06 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

11,446

Previous 11,440 0.05%

Holding current value

$1.06 Million

Previous $1.06 Billion 0.27%

% of portfolio

0.75%

Previous 0.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$90.0 - $96.32 $540 - $577	6 Added 0.05%	11,446 $1.06 Billion
Q4 2024 Feb 11, 2025	SELL	$91.94 - $100.02 $75,023 - $81,616	-816 Reduced 6.66%	11,440 $1.06 Billion
Q3 2024 Nov 13, 2024	SELL	$87.56 - $95.49 $50,171 - $54,715	-573 Reduced 4.47%	12,256 $1.17 Billion
Q2 2024 Aug 12, 2024	SELL	$85.39 - $90.42 $63,444 - $67,182	-743 Reduced 5.47%	12,829 $1.13 Billion
Q1 2024 May 02, 2024	SELL	$82.87 - $90.44 $582,410 - $635,612	-7,028 Reduced 34.12%	13,572 $1.23 Billion
Q4 2023 Feb 14, 2024	BUY	$71.48 - $84.61 $1.47 Million - $1.74 Million	20,600 New	20,600 $1.74 Billion

Others Institutions Holding IUSV

# of Institutions

802

Shares Held

180M

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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Elevate Wealth Advisory, Inc Ishares Core S&P U.S. Value Et Transaction History