Hoxton Planning & Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Hoxton Planning & Management, LLC

  • $300 Million
  • Q3 2025

A detailed history of Hoxton Planning & Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 7,218 shares of IUSV stock, worth $715,087. This represents 0.24% of its overall portfolio holdings.

Number of Shares
7,218
Previous 15,448 53.28%
Holding current value
$715,087
Previous $1.46 Million 50.65%
% of portfolio
0.24%
Previous 0.52%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$94.17 - $99.95 $775,019 - $822,588
-8,230 Reduced 53.28%
7,218 $721,000
Q2 2025

Aug 06, 2025
BUY
$81.46 - $94.63 $6,761 - $7,854
83 Added 0.54%
15,448 $1.46 Million
Q1 2025

May 08, 2025
BUY
$90.0 - $96.32 $779,130 - $833,842
8,657 Added 129.05%
15,365 $1.42 Million
Q4 2024

Sep 08, 2025
SELL
$91.94 - $100.02 $797,579 - $867,673
-8,675 Reduced 56.16%
6,773 $627,000
Q3 2024

Oct 08, 2024
SELL
$87.56 - $95.49 $11,470 - $12,509
-131 Reduced 1.92%
6,708 $640,000
Q2 2024

Jul 18, 2024
BUY
$85.39 - $90.42 $34,156 - $36,168
400 Added 6.21%
6,839 $602,000
Q1 2024

Apr 12, 2024
SELL
$82.87 - $90.44 $2,651 - $2,894
-32 Reduced 0.49%
6,439 $582,000
Q4 2023

Jan 30, 2024
SELL
$71.48 - $84.61 $24,231 - $28,682
-339 Reduced 4.98%
6,471 $546,000
Q3 2023

Oct 26, 2023
BUY
$74.38 - $81.04 $12,123 - $13,209
163 Added 2.45%
6,810 $508,000
Q2 2023

Jul 20, 2023
SELL
$72.65 - $78.26 $46,132 - $49,695
-635 Reduced 8.72%
6,647 $520 Million
Q1 2023

May 15, 2023
SELL
$70.21 - $77.86 $113,459 - $125,821
-1,616 Reduced 18.16%
7,282 $537 Million
Q4 2022

Jan 25, 2023
BUY
$63.23 - $73.93 $562,620 - $657,829
8,898 New
8,898 $628 Million

Others Institutions Holding IUSV

# of Institutions
825
Shares Held
183M
Call Options Held
0
Put Options Held
0
View Full List

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

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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