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

Forefront Wealth Partners, LLC

$397 Billion
Q3 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 38,846 shares of IUSV stock, worth $3.94 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

38,846

Previous 50,069 22.42%

Holding current value

$3.94 Million

Previous $4.64 Billion 16.25%

% of portfolio

0.98%

Previous 3.18%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$94.17 - $99.95 $1.06 Million - $1.12 Million	-11,223 Reduced 22.42%	38,846 $3.88 Billion
Q2 2025 Aug 20, 2025	BUY	$81.46 - $94.63 $55,881 - $64,916	686 Added 1.39%	50,069 $4.64 Billion
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

833

Shares Held

192M

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