Sanford Advisory Services, LLC Ishares Core S&P U.S. Value Et Transaction History

Sanford Advisory Services, LLC

$420 Million
Q4 2022

A detailed history of Sanford Advisory Services, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 27,771 shares of IUSV stock, worth $2.44 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

27,771

Previous 28,612 2.94%

Holding current value

$2.44 Million

Previous $1.79 Million 9.49%

% of portfolio

0.47%

Previous 0.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	SELL	$68.46 - $73.93 $57,574 - $62,175	-841 Reduced 2.94%	27,771 $1.96 Million
Q3 2022 Nov 09, 2022	SELL	$64.77 - $73.64 $203,248 - $231,082	-3,138 Reduced 9.88%	28,612 $1.79 Million
Q2 2022 Jul 28, 2022	BUY	$64.88 - $77.18 $276,194 - $328,555	4,257 Added 15.48%	31,750 $2.12 Million
Q1 2022 Jul 28, 2022	BUY	$71.81 - $77.49 $1.34 Million - $1.44 Million	18,623 Added 209.95%	27,493 $2.09 Million
Q4 2021 Jul 28, 2022	BUY	$71.13 - $76.45 $135,929 - $146,095	1,911 Added 27.46%	8,870 $677,000

Q3 2021 Jul 28, 2022	BUY	$69.93 - $74.13 $38,181 - $40,474	546 Added 8.51%	6,959 $493,000
Q1 2021 Jul 28, 2022	BUY	$61.28 - $69.6 $87,814 - $99,736	1,433 Added 28.78%	6,413 $442,000
Q4 2020 Jul 28, 2022	BUY	$53.17 - $62.19 $264,786 - $309,706	4,980 New	4,980 $310,000

Others Institutions Holding IUSV

# of Institutions

666

Shares Held

148M

Call Options Held

7.1K

Put Options Held

5.95K

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

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Sanford Advisory Services, LLC Ishares Core S&P U.S. Value Et Transaction History