Modern Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Modern Wealth Management, LLC holds 117,290 shares of IUSV stock, worth $11.6 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
117,290
Previous 99,495 17.89%
Holding current value
$11.6 Million
Previous $9.18 Million 20.88%
% of portfolio
0.29%
Previous 0.3%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$81.46 - $94.63 $1.45 Million - $1.68 Million
17,795 Added 17.89%
117,290 $11.1 Million
Q1 2025

May 15, 2025
SELL
$90.0 - $96.32 $30,960 - $33,134
-344 Reduced 0.34%
99,495 $9.18 Billion
Q4 2024

May 30, 2025
SELL
$91.94 - $100.02 $108,305 - $117,823
-1,178 Reduced 1.18%
98,317 $9.11 Million
Q4 2024

May 29, 2025
SELL
$91.94 - $100.02 $108,305 - $117,823
-1,178 Reduced 1.18%
98,317 $9.11 Million
Q4 2024

Feb 11, 2025
BUY
$91.94 - $100.02 $7.02 Million - $7.64 Million
76,336 Added 324.79%
99,839 $9.46 Billion
Q3 2024

May 30, 2025
SELL
$87.56 - $95.49 $6.65 Million - $7.26 Million
-75,992 Reduced 76.38%
23,503 $2.24 Million
Q3 2024

May 29, 2025
SELL
$87.56 - $95.49 $6.65 Million - $7.26 Million
-75,992 Reduced 76.38%
23,503 $2.24 Million
Q3 2024

Nov 05, 2024
BUY
$87.56 - $95.49 $99,818 - $108,858
1,140 Added 5.1%
23,503 $2.24 Billion
Q2 2024

May 29, 2025
SELL
$85.39 - $90.42 $6.59 Million - $6.97 Million
-77,132 Reduced 77.52%
22,363 $1.97 Million
Q2 2024

Aug 07, 2024
BUY
$85.39 - $90.42 $24,506 - $25,950
287 Added 1.3%
22,363 $1.97 Billion
Q1 2024

May 28, 2025
SELL
$82.87 - $90.44 $6.5 Million - $7.09 Million
-78,377 Reduced 78.77%
21,118 $1.91 Billion
Q1 2024

May 13, 2024
BUY
$82.87 - $90.44 $736,714 - $804,011
8,890 Added 67.42%
22,076 $1.97 Billion
Q4 2023

May 28, 2025
SELL
$71.48 - $84.61 $6.17 Million - $7.3 Million
-86,309 Reduced 86.75%
13,186 $1.11 Billion
Q4 2023

Feb 14, 2024
BUY
$71.48 - $84.61 $942,535 - $1.12 Million
13,186 New
13,186 $1.11 Billion

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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