Sc&H Financial Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History

Sc&H Financial Advisors, Inc.

$401 Million
Q2 2024

A detailed history of Sc&H Financial Advisors, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 3,397 shares of IUSV stock, worth $322,647. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,397

Previous 3,385 0.35%

Holding current value

$322,647

Previous $306,000 2.29%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	BUY	$85.39 - $90.42 $1,024 - $1,085	12 Added 0.35%	3,397 $299,000
Q1 2024 May 02, 2024	BUY	$82.87 - $90.44 $994 - $1,085	12 Added 0.36%	3,385 $306,000
Q4 2023 Feb 01, 2024	BUY	$71.48 - $84.61 $1,858 - $2,199	26 Added 0.78%	3,373 $284,000
Q2 2023 Aug 07, 2023	SELL	$72.65 - $78.26 $14,166 - $15,260	-195 Reduced 5.51%	3,347 $261,000
Q1 2023 May 12, 2023	BUY	$70.21 - $77.86 $248,683 - $275,780	3,542 New	3,542 $261,000
Q2 2022 Aug 10, 2022	SELL	$64.88 - $77.18 $171,996 - $204,604	-2,651 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$71.81 - $77.49 $190,368 - $205,425	2,651 New	2,651 $201,000

Others Institutions Holding IUSV

# of Institutions

687

Shares Held

157M

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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Sc&H Financial Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History