New Edge Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History

New Edge Wealth, LLC

$6.58 Billion
Q3 2025

A detailed history of New Edge Wealth, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, New Edge Wealth, LLC holds 19,227 shares of IUSV stock, worth $1.95 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

19,227

Previous 16,008 20.11%

Holding current value

$1.95 Million

Previous $1.51 Million 26.88%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$94.17 - $99.95 $303,133 - $321,739	3,219 Added 20.11%	19,227 $1.92 Million
Q2 2025 Aug 11, 2025	BUY	$81.46 - $94.63 $1.01 Million - $1.18 Million	12,455 Added 350.55%	16,008 $1.51 Million
Q1 2025 May 09, 2025	SELL	$90.0 - $96.32 $35,280 - $37,757	-392 Reduced 9.94%	3,553 $327,000
Q4 2024 Feb 04, 2025	SELL	$91.94 - $100.02 $681,459 - $741,348	-7,412 Reduced 65.26%	3,945 $365,000
Q3 2024 Nov 12, 2024	BUY	$87.56 - $95.49 $994,418 - $1.08 Million	11,357 New	11,357 $1.08 Million

Q4 2023 Jan 29, 2024	BUY	$71.48 - $84.61 $142 - $169	2 Added 0.07%	2,794 $235,000
Q3 2023 Nov 08, 2023	BUY	$74.38 - $81.04 $11,157 - $12,156	150 Added 5.68%	2,792 $208,000
Q2 2023 Aug 09, 2023	BUY	$72.65 - $78.26 $191,941 - $206,762	2,642 New	2,642 $206,000

Others Institutions Holding IUSV

# of Institutions

834

Shares Held

192M

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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New Edge Wealth, LLC Ishares Core S&P U.S. Value Et Transaction History