Us Advisors Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Us Advisors Wealth Management, LLC

$284 Million
Q2 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 65,459 shares of IUSV stock, worth $6.22 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares

65,459

Previous 69,765 6.17%

Holding current value

$6.22 Million

Previous $6.29 Million 8.26%

% of portfolio

2.03%

Previous 2.37%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$85.39 - $90.42 $367,689 - $389,348	-4,306 Reduced 6.17%	65,459 $5.77 Million
Q1 2024 May 02, 2024	SELL	$82.87 - $90.44 $363,882 - $397,122	-4,391 Reduced 5.92%	69,765 $6.29 Million
Q4 2023 Feb 12, 2024	SELL	$71.48 - $84.61 $1.23 Million - $1.46 Million	-17,232 Reduced 18.86%	74,156 $6.25 Million
Q3 2023 Nov 09, 2023	BUY	$74.38 - $81.04 $677,006 - $737,626	9,102 Added 11.06%	91,388 $6.82 Million
Q2 2023 Aug 01, 2023	SELL	$72.65 - $78.26 $1.14 Million - $1.23 Million	-15,698 Reduced 16.02%	82,286 $6.46 Million
Q1 2023 Apr 13, 2023	SELL	$70.21 - $77.86 $353,015 - $391,480	-5,028 Reduced 4.88%	97,984 $7.23 Million
Q4 2022 Feb 10, 2023	BUY	$63.23 - $73.93 $173,756 - $203,159	2,748 Added 2.74%	103,012 $7.28 Million
Q3 2022 Nov 14, 2022	BUY	$62.61 - $73.64 $164,914 - $193,967	2,634 Added 2.7%	100,264 $6.28 Million
Q2 2022 Aug 12, 2022	SELL	$64.88 - $77.18 $938,813 - $1.12 Million	-14,470 Reduced 12.91%	97,630 $6.53 Million
Q1 2022 Jun 08, 2022	SELL	$71.81 - $77.49 $682,123 - $736,077	-9,499 Reduced 7.81%	112,100 $8.51 Million
Q4 2021 Feb 14, 2022	BUY	$71.13 - $76.45 $316,457 - $340,126	4,449 Added 3.8%	121,599 $9.28 Million
Q3 2021 Nov 03, 2021	BUY	$69.93 - $74.13 $971,327 - $1.03 Million	13,890 Added 13.45%	117,150 $8.3 Million
Q2 2021 Aug 09, 2021	BUY	$69.41 - $73.87 $7.17 Million - $7.63 Million	103,260 New	103,260 $7.43 Million

Others Institutions Holding IUSV

# of Institutions

686

Shares Held

157M

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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Us Advisors Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History