Investment Advisory Group, LLC Ishares Core S&P U.S. Value Et Transaction History

Investment Advisory Group, LLC

$320 Million
Q2 2025

A detailed history of Investment Advisory Group, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Investment Advisory Group, LLC holds 4,688 shares of IUSV stock, worth $451,266. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,688

Previous 4,688 -0.0%

Holding current value

$451,266

Previous $428,000 3.5%

% of portfolio

0.14%

Previous 0.15%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$90.0 - $96.32 $53,550 - $57,310	595 Added 14.54%	4,688 $428,000
Q3 2024 Oct 15, 2024	SELL	$87.56 - $95.49 $51,397 - $56,052	-587 Reduced 12.54%	4,093 $390,000
Q4 2023 Jan 30, 2024	BUY	$71.48 - $84.61 $8,720 - $10,322	122 Added 2.68%	4,680 $394,000
Q4 2021 Feb 11, 2022	BUY	$71.13 - $76.45 $324,210 - $348,459	4,558 New	4,558 $344,000

Others Institutions Holding IUSV

# of Institutions

810

Shares Held

185M

Call Options Held

Put Options Held

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

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Investment Advisory Group, LLC Ishares Core S&P U.S. Value Et Transaction History