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

Tanglewood Legacy Advisors, LLC

$244 Billion
Q2 2025

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 625,593 shares of IUSV stock, worth $60.2 Million. This represents 24.29% of its overall portfolio holdings.

Number of Shares

625,593

Previous 609,152 2.7%

Holding current value

$60.2 Million

Previous $56.2 Billion 5.3%

% of portfolio

24.29%

Previous 24.64%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$81.46 - $94.63 $1.34 Million - $1.56 Million	16,441 Added 2.7%	625,593 $59.2 Billion
Q1 2025 Apr 22, 2025	BUY	$90.0 - $96.32 $2.97 Million - $3.18 Million	33,036 Added 5.73%	609,152 $56.2 Billion
Q4 2024 Jan 30, 2025	BUY	$91.94 - $100.02 $1.88 Million - $2.04 Million	20,441 Added 3.68%	576,116 $53.3 Billion
Q3 2024 Oct 15, 2024	BUY	$87.56 - $95.49 $87,034 - $94,917	994 Added 0.18%	555,675 $53.1 Billion
Q2 2024 Jul 17, 2024	BUY	$85.39 - $90.42 $1.5 Million - $1.59 Million	17,603 Added 3.28%	554,681 $48.9 Billion
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	$63.23 - $73.93 $31.1 Million - $36.4 Million	492,061 New	492,061 $34.8 Billion

Others Institutions Holding IUSV

# of Institutions

806

Shares Held

182M

Call Options Held

Put Options Held

View Full List

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

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tanglewood Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tanglewood Legacy Advisors, LLC with notifications on news.

Account

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