Great Valley Advisor Group, Inc. Ishares Core S&P U.S. Value Et Transaction History

Great Valley Advisor Group, Inc.

$4.47 Billion
Q3 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 33,485 shares of IUSV stock, worth $3.39 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

33,485

Previous 33,290 0.59%

Holding current value

$3.39 Million

Previous $3.15 Million 6.22%

% of portfolio

0.07%

Previous 0.08%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$94.17 - $99.95 $18,363 - $19,490	195 Added 0.59%	33,485 $3.35 Million
Q2 2025 Aug 14, 2025	BUY	$81.46 - $94.63 $676,362 - $785,712	8,303 Added 33.23%	33,290 $3.15 Million
Q1 2025 May 08, 2025	BUY	$90.0 - $96.32 $484,470 - $518,490	5,383 Added 27.46%	24,987 $2.31 Million
Q4 2024 Feb 24, 2025	SELL	$91.94 - $100.02 $122,280 - $133,026	-1,330 Reduced 6.35%	19,604 $1.82 Million
Q3 2024 Nov 12, 2024	BUY	$87.56 - $95.49 $827,004 - $901,903	9,445 Added 82.21%	20,934 $2 Million

Q2 2024 Jul 16, 2024	BUY	$85.39 - $90.42 $390,317 - $413,309	4,571 Added 66.07%	11,489 $1.01 Million
Q1 2024 May 03, 2024	SELL	$82.87 - $90.44 $203,280 - $221,849	-2,453 Reduced 26.18%	6,918 $625,000
Q4 2023 Feb 05, 2024	SELL	$71.48 - $84.61 $10,507 - $12,437	-147 Reduced 1.54%	9,371 $790,000
Q3 2023 Nov 06, 2023	SELL	$74.38 - $81.04 $22,314 - $24,312	-300 Reduced 3.06%	9,518 $710,000
Q2 2023 Aug 10, 2023	SELL	$72.65 - $78.26 $24,119 - $25,982	-332 Reduced 3.27%	9,818 $768,000
Q1 2023 May 02, 2023	BUY	$70.21 - $77.86 $1,053 - $1,167	15 Added 0.15%	10,150 $748,000
Q4 2022 Jan 31, 2023	SELL	$63.23 - $73.93 $8,030 - $9,389	-127 Reduced 1.24%	10,135 $715,000
Q3 2022 Oct 21, 2022	BUY	$62.61 - $73.64 $28,174 - $33,138	450 Added 4.59%	10,262 $643,000
Q1 2022 Apr 20, 2022	BUY	$71.81 - $77.49 $24,846 - $26,811	346 Added 3.66%	9,812 $744,000
Q4 2021 Feb 10, 2022	SELL	$71.13 - $76.45 $3,983 - $4,281	-56 Reduced 0.59%	9,466 $723,000
Q3 2021 Oct 14, 2021	BUY	$69.93 - $74.13 $103,985 - $110,231	1,487 Added 18.51%	9,522 $675,000
Q2 2021 Jul 27, 2021	BUY	$69.41 - $73.87 $299,226 - $318,453	4,311 Added 115.76%	8,035 $578,000
Q1 2021 Apr 20, 2021	BUY	$61.28 - $69.6 $24,083 - $27,352	393 Added 11.8%	3,724 $257,000
Q4 2020 Jan 29, 2021	BUY	$53.17 - $62.19 $177,109 - $207,154	3,331 New	3,331 $207,000

Others Institutions Holding IUSV

# of Institutions

834

Shares Held

192M

Call Options Held

Put Options Held

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Great Valley Advisor Group, Inc. Ishares Core S&P U.S. Value Et Transaction History