Mc Glone Suttner Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History

Mc Glone Suttner Wealth Management, Inc.

$609 Billion
Q1 2025

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 594,098 shares of IUSV stock, worth $54.9 Million. This represents 9.0% of its overall portfolio holdings.

Number of Shares

594,098

Previous 580,423 2.36%

Holding current value

$54.9 Million

Previous $53.7 Billion 2.02%

% of portfolio

9.0%

Previous 8.97%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$90.0 - $96.32 $1.23 Million - $1.32 Million	13,675 Added 2.36%	594,098 $54.8 Billion
Q4 2024 Jan 17, 2025	BUY	$91.94 - $100.02 $12.7 Million - $13.8 Million	137,695 Added 31.1%	580,423 $53.7 Billion
Q3 2024 Oct 10, 2024	SELL	$87.56 - $95.49 $8.53 Million - $9.3 Million	-97,408 Reduced 18.03%	442,728 $42.3 Billion
Q2 2024 Jul 18, 2024	SELL	$85.39 - $90.42 $298,011 - $315,565	-3,490 Reduced 0.64%	540,136 $45.5 Billion
Q1 2024 Apr 18, 2024	BUY	$82.87 - $90.44 $289,216 - $315,635	3,490 Added 0.65%	543,626 $49.2 Billion
Q4 2023 Jan 18, 2024	BUY	$71.48 - $84.61 $449,251 - $531,773	6,285 Added 1.18%	540,136 $45.5 Billion
Q3 2023 Oct 19, 2023	BUY	$74.38 - $81.04 $1.92 Million - $2.09 Million	25,787 Added 5.08%	533,851 $39.8 Billion
Q2 2023 Jul 25, 2023	BUY	$72.65 - $78.26 $2.89 Million - $3.11 Million	39,753 Added 8.49%	508,064 $39.8 Billion
Q1 2023 Apr 20, 2023	BUY	$70.21 - $77.86 $6.83 Million - $7.58 Million	97,299 Added 26.23%	468,311 $34.6 Billion
Q4 2022 Feb 09, 2023	BUY	$63.23 - $73.93 $23.5 Million - $27.4 Million	371,012 New	371,012 $26.2 Billion

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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Mc Glone Suttner Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History