Strategies Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Strategies Wealth Advisors, LLC

$819 Billion
Q1 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 170,097 shares of IUSV stock, worth $15.7 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

170,097

Previous 166,758 2.0%

Holding current value

$15.7 Million

Previous $15.8 Billion 0.69%

% of portfolio

1.92%

Previous 1.97%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$90.0 - $96.32 $300,510 - $321,612	3,339 Added 2.0%	170,097 $15.7 Billion
Q4 2024 Feb 13, 2025	SELL	$91.94 - $100.02 $265,798 - $289,157	-2,891 Reduced 1.7%	166,758 $15.8 Billion
Q3 2024 Oct 07, 2024	SELL	$87.56 - $95.49 $193,770 - $211,319	-2,213 Reduced 1.29%	169,649 $16.2 Billion
Q2 2024 Jul 29, 2024	SELL	$85.39 - $90.42 $234,139 - $247,931	-2,742 Reduced 1.57%	171,862 $15.1 Billion
Q1 2024 Apr 22, 2024	SELL	$82.87 - $90.44 $571,305 - $623,493	-6,894 Reduced 3.8%	174,604 $15.8 Billion
Q4 2023 Jan 22, 2024	SELL	$71.48 - $84.61 $484,348 - $573,317	-6,776 Reduced 3.6%	181,498 $15.3 Billion
Q3 2023 Oct 10, 2023	BUY	$74.38 - $81.04 $29,305 - $31,929	394 Added 0.21%	188,274 $14 Billion
Q2 2023 Jul 12, 2023	SELL	$72.65 - $78.26 $613,093 - $660,436	-8,439 Reduced 4.3%	187,880 $14.7 Billion
Q1 2023 Jun 27, 2023	BUY	$70.21 - $77.86 $144,773 - $160,547	2,062 Added 1.06%	196,319 $14.5 Billion
Q4 2022 Jun 27, 2023	BUY	$63.23 - $73.93 $4.07 Million - $4.76 Million	64,434 Added 49.63%	194,257 $13.7 Billion
Q2 2022 Jun 27, 2023	BUY	$64.88 - $77.18 $424,509 - $504,988	6,543 Added 5.31%	129,823 $8.68 Billion
Q1 2022 Jun 27, 2023	SELL	$71.81 - $77.49 $160,495 - $173,190	-2,235 Reduced 1.78%	123,280 $9.35 Billion
Q4 2021 Jun 26, 2023	BUY	$71.13 - $76.45 $8.93 Million - $9.6 Million	125,515 New	125,515 $9.58 Billion

Others Institutions Holding IUSV

# of Institutions

802

Shares Held

180M

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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Strategies Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History