Tanglewood Legacy Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Tanglewood Legacy Advisors, LLC

$203 Billion
Q1 2024

A detailed history of Tanglewood Legacy Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 537,078 shares of IUSV stock, worth $47.3 Million. This represents 23.93% of its overall portfolio holdings.

Number of Shares

537,078

Previous 516,566 3.97%

Holding current value

$47.3 Million

Previous $43.6 Billion 11.5%

% of portfolio

23.93%

Previous 23.8%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	BUY	$82.87 - $90.44 $1.7 Million - $1.86 Million	20,512 Added 3.97%	537,078 $48.6 Billion
Q4 2023 Jan 22, 2024	BUY	$71.48 - $84.61 $1.43 Million - $1.7 Million	20,037 Added 4.04%	516,566 $43.6 Billion
Q3 2023 Oct 18, 2023	SELL	$74.38 - $81.04 $67,537 - $73,584	-908 Reduced 0.18%	496,529 $37.1 Billion
Q2 2023 Aug 01, 2023	BUY	$72.65 - $78.26 $202,112 - $217,719	2,782 Added 0.56%	497,437 $38.9 Billion
Q1 2023 Apr 17, 2023	BUY	$70.21 - $77.86 $182,124 - $201,968	2,594 Added 0.53%	494,655 $36.5 Billion

Q4 2022 Feb 13, 2023	BUY	$68.46 - $73.93 $33.7 Million - $36.4 Million	492,061 New	492,061 $34.8 Billion

Others Institutions Holding IUSV

# of Institutions

665

Shares Held

148M

Call Options Held

7.1K

Put Options Held

5.95K

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

Ticker IUSV
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Tanglewood Legacy Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History