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

Jpl Wealth Management, LLC

$421 Billion
Q3 2025

A detailed history of Jpl Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 148 shares of IUSV stock, worth $14,995. This represents 0.0% of its overall portfolio holdings.

Number of Shares

148

Holding current value

$14,995

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$94.17 - $99.95 $13,937 - $14,792	148 New	148 $14.8 Million

Others Institutions Holding IUSV

# of Institutions

834

Shares Held

192M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

80.2M
Shares

$8.13 Billion
0.56% of portfolio
Lpl Financial LLC Fort Mill, SC

15.8M
Shares

$1.6 Billion
0.49% of portfolio
Morgan Stanley New York, NY

9.08M
Shares

$920 Million
0.06% of portfolio
Jones Financial Companies Lllp

6.13M
Shares

$621 Million
0.42% of portfolio
Envestnet Asset Management Inc

5.81M
Shares

$589 Million
0.18% of portfolio

View Full List

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

Ticker IUSV
Sector ETFs
Industry ETFs

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