Heritage Wealth Management, Inc./Texas Ishares Core S&P U.S. Value Et Transaction History

Heritage Wealth Management, Inc./Texas

  • $227 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 3,214 shares of IUSV stock, worth $325,642. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,214
Previous 3,226 0.37%
Holding current value
$325,642
Previous $305 Million 5.23%
% of portfolio
0.14%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$94.17 - $99.95 $1,130 - $1,199
-12 Reduced 0.37%
3,214 $321 Million
Q2 2025

Aug 01, 2025
BUY
$81.46 - $94.63 $262,789 - $305,276
3,226 New
3,226 $305 Million

Others Institutions Holding IUSV

# of Institutions
835
Shares Held
192M
Call Options Held
0
Put Options Held
0
View Full List

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

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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