Grey Fox Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Grey Fox Wealth Advisors, LLC

$375 Billion
Q1 2025

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 8,891 shares of IUSV stock, worth $789,520. This represents 0.22% of its overall portfolio holdings.

Number of Shares

8,891

Previous 9,518 6.59%

Holding current value

$789,520

Previous $881 Million 6.89%

% of portfolio

0.22%

Previous 0.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$90.0 - $96.32 $56,430 - $60,392	-627 Reduced 6.59%	8,891 $821 Million
Q4 2024 Feb 11, 2025	SELL	$91.94 - $100.02 $61,048 - $66,413	-664 Reduced 6.52%	9,518 $881 Million
Q3 2024 Oct 22, 2024	BUY	$87.56 - $95.49 $659,151 - $718,848	7,528 Added 283.65%	10,182 $972 Million
Q2 2024 Jul 30, 2024	BUY	$85.39 - $90.42 $1,024 - $1,085	12 Added 0.45%	2,654 $234 Million
Q1 2024 Apr 11, 2024	SELL	$82.87 - $90.44 $20,137 - $21,976	-243 Reduced 8.42%	2,642 $239 Million
Q4 2023 Jan 17, 2024	SELL	$71.48 - $84.61 $9.66 Million - $11.4 Million	-135,094 Reduced 97.91%	2,885 $243 Million
Q3 2023 Oct 24, 2023	BUY	$74.38 - $81.04 $10 Million - $10.9 Million	134,985 Added 4508.52%	137,979 $10.4 Billion
Q2 2023 Aug 03, 2023	BUY	$72.65 - $78.26 $799 - $860	11 Added 0.37%	2,994 $234 Million
Q1 2023 May 09, 2023	BUY	$70.21 - $77.86 $982 - $1,090	14 Added 0.47%	2,983 $220 Million
Q4 2022 Feb 14, 2023	BUY	$63.23 - $73.93 $187,729 - $219,498	2,969 New	2,969 $210 Million

Others Institutions Holding IUSV

# of Institutions

783

Shares Held

177M

Call Options Held

2.9K

Put Options Held

View Full List

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

Ticker IUSV
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Grey Fox Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History