United Capital Financial Advisers, LLC Ishares Core S&P U.S. Value Et Transaction History

United Capital Financial Advisers, LLC

$12.1 Billion
Q2 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 113,848 shares of IUSV stock, worth $11 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

113,848

Previous 115,447 1.39%

Holding current value

$11 Million

Previous $10.7 Million 1.12%

% of portfolio

0.09%

Previous 0.09%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$81.46 - $94.63 $130,254 - $151,313	-1,599 Reduced 1.39%	113,848 $10.8 Million
Q1 2025 May 13, 2025	SELL	$90.0 - $96.32 $499,500 - $534,576	-5,550 Reduced 4.59%	115,447 $10.7 Million
Q4 2024 Feb 13, 2025	SELL	$91.94 - $100.02 $105,179 - $114,422	-1,144 Reduced 0.94%	120,997 $11.2 Million
Q3 2024 Nov 12, 2024	SELL	$87.56 - $95.49 $210,494 - $229,557	-2,404 Reduced 1.93%	122,141 $11.7 Million
Q2 2024 Aug 14, 2024	SELL	$85.39 - $90.42 $1.13 Million - $1.2 Million	-13,221 Reduced 9.6%	124,545 $11 Million
Q1 2024 May 15, 2024	SELL	$82.87 - $90.44 $397,361 - $433,659	-4,795 Reduced 3.36%	137,766 $12.5 Million
Q4 2023 Feb 14, 2024	SELL	$71.48 - $84.61 $4.1 Million - $4.86 Million	-57,388 Reduced 28.7%	142,561 $12 Million
Q3 2023 Nov 14, 2023	SELL	$74.38 - $81.04 $771,543 - $840,627	-10,373 Reduced 4.93%	199,949 $14.9 Million
Q2 2023 Aug 14, 2023	SELL	$72.65 - $78.26 $2.21 Million - $2.38 Million	-30,352 Reduced 12.61%	210,322 $16.5 Million
Q1 2023 Aug 14, 2023	BUY	$70.21 - $77.86 $2.13 Million - $2.36 Million	30,352 Added 14.43%	240,674 $17.8 Million
Q1 2023 May 15, 2023	SELL	$70.21 - $77.86 $2.15 Million - $2.38 Million	-30,560 Reduced 11.27%	240,674 $17.8 Million
Q4 2022 Feb 14, 2023	SELL	$63.23 - $73.93 $1.45 Million - $1.7 Million	-22,985 Reduced 7.81%	271,234 $19.2 Million
Q3 2022 Nov 14, 2022	SELL	$62.61 - $73.64 $1.6 Million - $1.88 Million	-25,531 Reduced 7.98%	294,219 $18.4 Million
Q2 2022 Aug 11, 2022	SELL	$64.88 - $77.18 $1.24 Million - $1.48 Million	-19,176 Reduced 5.66%	319,750 $21.4 Million
Q1 2022 May 16, 2022	SELL	$71.81 - $77.49 $1.41 Million - $1.52 Million	-19,574 Reduced 5.46%	338,926 $25.7 Million
Q4 2021 Feb 14, 2022	SELL	$71.13 - $76.45 $426,637 - $458,547	-5,998 Reduced 1.65%	358,500 $27.4 Million
Q3 2021 Nov 15, 2021	SELL	$69.93 - $74.13 $1.01 Million - $1.07 Million	-14,429 Reduced 3.81%	364,498 $25.8 Million
Q2 2021 Aug 13, 2021	SELL	$69.41 - $73.87 $1.43 Million - $1.52 Million	-20,548 Reduced 5.14%	378,927 $27.3 Million
Q1 2021 May 14, 2021	SELL	$61.28 - $69.6 $163,249 - $185,414	-2,664 Reduced 0.66%	399,475 $27.5 Million
Q4 2020 Feb 17, 2021	BUY	$53.17 - $62.19 $168,017 - $196,520	3,160 Added 0.79%	402,139 $25 Million
Q3 2020 Nov 13, 2020	BUY	$51.46 - $57.08 $1.5 Million - $1.67 Million	29,240 Added 7.91%	398,979 $21.7 Million
Q2 2020 Aug 13, 2020	BUY	$44.04 - $57.88 $1.69 Million - $2.22 Million	38,327 Added 11.56%	369,739 $19.3 Million
Q1 2020 May 15, 2020	BUY	$39.87 - $63.83 $1.17 Million - $1.87 Million	29,258 Added 9.68%	331,412 $15.3 Million
Q4 2019 Feb 14, 2020	BUY	$55.95 - $63.08 $1.64 Million - $1.85 Million	29,294 Added 10.74%	302,154 $19 Million
Q3 2019 Nov 14, 2019	BUY	$54.3 - $58.65 $2.91 Million - $3.14 Million	53,603 Added 24.45%	272,860 $15.8 Million
Q2 2019 Aug 13, 2019	BUY	$52.68 - $57.18 $4.27 Million - $4.64 Million	81,085 Added 58.68%	219,257 $12.4 Million
Q1 2019 May 14, 2019	BUY	$48.21 - $55.66 $5.33 Million - $6.16 Million	110,642 Added 401.9%	138,172 $7.58 Million
Q4 2018 Feb 14, 2019	BUY	$46.36 - $56.72 $1.28 Million - $1.56 Million	27,530 New	27,530 $1.35 Million

Others Institutions Holding IUSV

# of Institutions

811

Shares Held

183M

Call Options Held

Put Options Held

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United Capital Financial Advisers, LLC Ishares Core S&P U.S. Value Et Transaction History