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

Forefront Wealth Partners, LLC

$147 Billion
Q1 2025

A detailed history of Forefront Wealth Partners, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 49,383 shares of IUSV stock, worth $4.65 Million. This represents 3.1% of its overall portfolio holdings.

Number of Shares

49,383

Previous 50,069 1.37%

Holding current value

$4.65 Million

Previous $4.64 Billion 1.69%

% of portfolio

3.1%

Previous 3.45%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	SELL	$90.0 - $96.32 $61,740 - $66,075	-686 Reduced 1.37%	49,383 $4.56 Billion
Q4 2024 May 14, 2025	BUY	$91.94 - $100.02 $4.6 Million - $5.01 Million	50,069 New	50,069 $4.64 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
Sector ETFs
Industry ETFs

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