Sfg Wealth Management, Llc. Ishares Core S&P U.S. Value Et Transaction History

Sfg Wealth Management, Llc.

$165 Million
Q2 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 4,318 shares of IUSV stock, worth $415,132. This represents 0.25% of its overall portfolio holdings.

Number of Shares

4,318

Previous 4,339 0.48%

Holding current value

$415,132

Previous $400,000 2.0%

% of portfolio

0.25%

Previous 0.21%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$81.46 - $94.63 $1,710 - $1,987	-21 Reduced 0.48%	4,318 $408,000
Q1 2025 Apr 23, 2025	BUY	$90.0 - $96.32 $180 - $192	2 Added 0.05%	4,339 $400,000
Q4 2024 Jan 16, 2025	BUY	$91.94 - $100.02 $12,228 - $13,302	133 Added 3.16%	4,337 $401,000
Q3 2024 Oct 31, 2024	BUY	$87.56 - $95.49 $262 - $286	3 Added 0.07%	4,204 $401,000
Q2 2024 Jul 19, 2024	SELL	$85.39 - $90.42 $4,952 - $5,244	-58 Reduced 1.36%	4,201 $370,000
Q1 2024 Apr 26, 2024	SELL	$82.87 - $90.44 $22,209 - $24,237	-268 Reduced 5.92%	4,259 $385,000
Q4 2023 Jan 19, 2024	BUY	$71.48 - $84.61 $37,884 - $44,843	530 Added 13.26%	4,527 $381,000
Q2 2023 Jul 14, 2023	BUY	$72.65 - $78.26 $23,901 - $25,747	329 Added 8.97%	3,997 $312,000
Q1 2023 Apr 11, 2023	SELL	$70.21 - $77.86 $9,267 - $10,277	-132 Reduced 3.47%	3,668 $270,000
Q4 2022 Jan 31, 2023	BUY	$63.23 - $73.93 $9,231 - $10,793	146 Added 4.0%	3,800 $268,000
Q3 2022 Oct 12, 2022	SELL	$62.61 - $73.64 $46,394 - $54,567	-741 Reduced 16.86%	3,654 $229,000
Q2 2022 Jul 13, 2022	BUY	$64.88 - $77.18 $27,249 - $32,415	420 Added 10.57%	4,395 $294,000
Q1 2022 Apr 22, 2022	BUY	$71.81 - $77.49 $1,364 - $1,472	19 Added 0.48%	3,975 $302,000
Q4 2021 Feb 14, 2022	BUY	$71.13 - $76.45 $281,390 - $302,436	3,956 New	3,956 $302,000

Others Institutions Holding IUSV

# of Institutions

802

Shares Held

178M

Call Options Held

Put Options Held

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Sfg Wealth Management, Llc. Ishares Core S&P U.S. Value Et Transaction History