New Wave Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History

New Wave Wealth Advisors LLC

$235 Billion
Q2 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 26,689 shares of IUSV stock, worth $2.57 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

26,689

Previous 25,923 2.95%

Holding current value

$2.57 Million

Previous $2.39 Billion 5.57%

% of portfolio

1.07%

Previous 1.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$81.46 - $94.63 $62,398 - $72,486	766 Added 2.95%	26,689 $2.53 Billion
Q1 2025 Apr 25, 2025	SELL	$90.0 - $96.32 $213,030 - $227,989	-2,367 Reduced 8.37%	25,923 $2.39 Billion
Q4 2024 Jan 23, 2025	BUY	$91.94 - $100.02 $108,029 - $117,523	1,175 Added 4.33%	28,290 $2.62 Billion
Q3 2024 Oct 23, 2024	BUY	$87.56 - $95.49 $20,489 - $22,344	234 Added 0.87%	27,115 $2.59 Billion
Q2 2024 Aug 27, 2024	BUY	$85.39 - $90.42 $2.3 Million - $2.43 Million	26,881 New	26,881 $2.37 Billion

Others Institutions Holding IUSV

# of Institutions

802

Shares Held

178M

Call Options Held

Put Options Held

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

Ticker IUSV
Sector ETFs
Industry ETFs

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New Wave Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History