Financial Consulate, Inc Ishares Core S&P U.S. Value Et Transaction History

Financial Consulate, Inc

$678 Million
Q3 2025

A detailed history of Financial Consulate, Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Financial Consulate, Inc holds 818 shares of IUSV stock, worth $81,039. This represents 0.01% of its overall portfolio holdings.

Number of Shares

818

Holding current value

$81,039

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$94.17 - $99.95 $77,031 - $81,759	818 New	818 $81,000

Others Institutions Holding IUSV

# of Institutions

826

Shares Held

183M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

74.4M
Shares

$7.37 Billion
0.53% of portfolio
Lpl Financial LLC Fort Mill, SC

15.2M
Shares

$1.5 Billion
0.51% of portfolio
Morgan Stanley New York, NY

9.02M
Shares

$893 Million
0.06% of portfolio
Jones Financial Companies Lllp

6.13M
Shares

$607 Million
0.42% of portfolio
Envestnet Asset Management Inc

5.25M
Shares

$520 Million
0.15% of portfolio

View Full List

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

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Financial Consulate, Inc Ishares Core S&P U.S. Value Et Transaction History