Optima Capital LLC Ishares Core S&P U.S. Value Et Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Optima Capital LLC holds 193 shares of IUSV stock, worth $19,554. This represents 0.01% of its overall portfolio holdings.

Number of Shares

193

Holding current value

$19,554

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$98.0 - $102.56 $18,914 - $19,794	193 New	193 $19.8 Million

Others Institutions Holding IUSV

# of Institutions

840

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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