Summit Trail Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Summit Trail Advisors, LLC

  • $7.06 Billion
  • Q3 2025

A detailed history of Summit Trail Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 2,923 shares of IUSV stock, worth $296,158. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,923
Previous 2,207 32.44%
Holding current value
$296,158
Previous $208,000 40.38%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$94.17 - $99.95 $67,425 - $71,564
716 Added 32.44%
2,923 $292,000
Q2 2025

Aug 14, 2025
BUY
$81.46 - $94.63 $179,782 - $208,848
2,207 New
2,207 $208,000
Q3 2024

Nov 12, 2024
BUY
$87.56 - $95.49 $196,572 - $214,375
2,245 New
2,245 $214,000

Others Institutions Holding IUSV

# of Institutions
834
Shares Held
192M
Call Options Held
0
Put Options Held
0
View Full List

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

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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