Sage Mountain Advisors LLC Ishares Core S&P U.S. Value Et Transaction History

Sage Mountain Advisors LLC

$1.7 Billion
Q3 2025

A detailed history of Sage Mountain Advisors LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 627 shares of IUSV stock, worth $62,116. This represents 0.0% of its overall portfolio holdings.

Number of Shares

627

Previous 635 1.26%

Holding current value

$62,116

Previous $60,000 3.33%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$94.17 - $99.95 $753 - $799	-8 Reduced 1.26%	627 $62,000
Q2 2025 Jul 31, 2025	SELL	$81.46 - $94.63 $1,873 - $2,176	-23 Reduced 3.5%	635 $60,000
Q1 2025 May 02, 2025	BUY	$90.0 - $96.32 $8,820 - $9,439	98 Added 17.5%	658 $60,000
Q2 2022 Aug 25, 2022	SELL	$64.88 - $77.18 $12,976 - $15,436	-200 Reduced 26.32%	560 $37,000
Q2 2022 Aug 01, 2022	BUY	$64.88 - $77.18 $12,976 - $15,436	200 Added 35.71%	760 $51,000
Q1 2022 Aug 25, 2022	SELL	$71.81 - $77.49 $20,896 - $22,549	-291 Reduced 34.2%	560 $42,000
Q3 2021 Nov 01, 2021	BUY	$69.93 - $74.13 $6,363 - $6,745	91 Added 11.97%	851 $60,000
Q2 2021 Jul 22, 2021	BUY	$69.41 - $73.87 $11,036 - $11,745	159 Added 26.46%	760 $55,000
Q1 2021 May 10, 2021	BUY	$61.28 - $69.6 $36,829 - $41,829	601 New	601 $41,000

Others Institutions Holding IUSV

# of Institutions

825

Shares Held

183M

Call Options Held

Put Options Held

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

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Sage Mountain Advisors LLC Ishares Core S&P U.S. Value Et Transaction History