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

Hilltop Wealth Advisors, LLC

$177 Million
Q1 2025

A detailed history of Hilltop Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 35,259 shares of IUSV stock, worth $3.23 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares

35,259

Previous 34,064 3.51%

Holding current value

$3.23 Million

Previous $3.16 Million 3.14%

% of portfolio

1.84%

Previous 1.6%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$90.0 - $96.32 $107,550 - $115,102	1,195 Added 3.51%	35,259 $3.25 Million
Q4 2024 Jan 08, 2025	BUY	$91.94 - $100.02 $43,303 - $47,109	471 Added 1.4%	34,064 $3.16 Million
Q3 2024 Oct 09, 2024	SELL	$87.56 - $95.49 $51,222 - $55,861	-585 Reduced 1.71%	33,593 $3.21 Million
Q2 2024 Jul 03, 2024	BUY	$85.39 - $90.42 $1,537 - $1,627	18 Added 0.05%	34,178 $3.01 Million
Q1 2024 Apr 05, 2024	BUY	$82.87 - $90.44 $46,821 - $51,098	565 Added 1.68%	34,160 $3.09 Million
Q4 2023 Jan 17, 2024	BUY	$71.48 - $84.61 $181,201 - $214,486	2,535 Added 8.16%	33,595 $2.83 Million
Q3 2023 Oct 16, 2023	BUY	$74.38 - $81.04 $169,363 - $184,528	2,277 Added 7.91%	31,060 $2.32 Million
Q2 2023 Jul 19, 2023	BUY	$72.65 - $78.26 $227,467 - $245,032	3,131 Added 12.21%	28,783 $2.25 Million
Q1 2023 Apr 19, 2023	BUY	$70.21 - $77.86 $408,551 - $453,067	5,819 Added 29.34%	25,652 $1.89 Million
Q4 2022 Feb 02, 2023	BUY	$63.23 - $73.93 $381,782 - $446,389	6,038 Added 43.77%	19,833 $1.4 Million
Q3 2022 Nov 10, 2022	BUY	$62.61 - $73.64 $616,958 - $725,648	9,854 Added 250.04%	13,795 $864,000
Q2 2022 Jul 15, 2022	BUY	$64.88 - $77.18 $255,692 - $304,166	3,941 New	3,941 $264,000

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