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

Mfa Wealth Advisors, LLC

$402 Million
Q1 2025

A detailed history of Mfa Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Mfa Wealth Advisors, LLC holds 142,654 shares of IUSV stock, worth $13.2 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares

142,654

Previous 138,499 3.0%

Holding current value

$13.2 Million

Previous $12.8 Million 2.62%

% of portfolio

3.28%

Previous 3.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$90.0 - $96.32 $373,950 - $400,209	4,155 Added 3.0%	142,654 $13.2 Million
Q4 2024 Jan 28, 2025	BUY	$91.94 - $100.02 $1.02 Million - $1.11 Million	11,066 Added 8.68%	138,499 $12.8 Million
Q3 2024 Oct 22, 2024	SELL	$87.56 - $95.49 $833,921 - $909,446	-9,524 Reduced 6.95%	127,433 $12.2 Million
Q2 2024 Jul 22, 2024	SELL	$85.39 - $90.42 $111,775 - $118,359	-1,309 Reduced 0.95%	136,957 $12.1 Million
Q1 2024 Apr 24, 2024	SELL	$82.87 - $90.44 $45,909 - $50,103	-554 Reduced 0.4%	138,266 $12.5 Million
Q4 2023 Feb 14, 2024	BUY	$71.48 - $84.61 $292,353 - $346,054	4,090 Added 3.04%	138,820 $11.7 Million
Q3 2023 Nov 13, 2023	BUY	$74.38 - $81.04 $54,818 - $59,726	737 Added 0.55%	134,730 $10.1 Million
Q2 2023 Aug 10, 2023	BUY	$72.65 - $78.26 $258,706 - $278,683	3,561 Added 2.73%	133,993 $10.5 Million
Q1 2023 May 15, 2023	BUY	$70.21 - $77.86 $9.16 Million - $10.2 Million	130,432 New	130,432 $9.62 Million

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