Sweeney & Michel, LLC Ishares Core S&P U.S. Value Et Transaction History

Sweeney & Michel, LLC

$282 Billion
Q2 2025

A detailed history of Sweeney & Michel, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Sweeney & Michel, LLC holds 4,891 shares of IUSV stock, worth $484,551. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,891

Previous 4,868 0.47%

Holding current value

$484,551

Previous $397 Million 18.43%

% of portfolio

0.17%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$81.46 - $94.63 $1,873 - $2,176	23 Added 0.47%	4,891 $470 Million
Q1 2025 Apr 09, 2025	SELL	$90.0 - $96.32 $7,020 - $7,512	-78 Reduced 1.58%	4,868 $397 Million
Q3 2024 Oct 21, 2024	BUY	$87.56 - $95.49 $11,120 - $12,127	127 Added 2.64%	4,946 $481 Million
Q2 2024 Jul 10, 2024	BUY	$85.39 - $90.42 $1,963 - $2,079	23 Added 0.48%	4,819 $423 Million
Q1 2024 May 15, 2024	BUY	$82.87 - $90.44 $3,894 - $4,250	47 Added 0.99%	4,796 $429 Million
Q3 2023 Nov 09, 2023	BUY	$74.38 - $81.04 $13,165 - $14,344	177 Added 3.87%	4,749 $361 Million
Q2 2023 Aug 09, 2023	BUY	$72.65 - $78.26 $1,235 - $1,330	17 Added 0.37%	4,572 $365 Million
Q1 2023 Jun 07, 2023	BUY	$70.21 - $77.86 $319,806 - $354,652	4,555 New	4,555 $345 Million

Others Institutions Holding IUSV

# of Institutions

825

Shares Held

183M

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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Sweeney & Michel, LLC Ishares Core S&P U.S. Value Et Transaction History