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

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,940 shares of IUSV stock, worth $703,160. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,940
Previous 7,082 2.01%
Holding current value
$703,160
Previous $670 Million 3.5%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 23, 2025
SELL
$94.17 - $99.95 $13,372 - $14,192
-142 Reduced 2.01%
6,940 $694 Million
Q2 2025

Jul 23, 2025
BUY
$81.46 - $94.63 $162,920 - $189,260
2,000 Added 39.35%
7,082 $670 Million
Q1 2025

Jul 25, 2025
SELL
$90.0 - $96.32 $180,000 - $192,640
-2,000 Reduced 28.24%
5,082 $469 Million
Q1 2025

Apr 21, 2025
SELL
$90.0 - $96.32 $356,130 - $381,138
-3,957 Reduced 43.78%
5,082 $469 Million
Q4 2024

Jan 22, 2025
BUY
$91.94 - $100.02 $831,045 - $904,080
9,039 New
9,039 $837 Million

Others Institutions Holding IUSV

# of Institutions
834
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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