Adviser Investments LLC Ishares Core S&P U.S. Value Et Transaction History

Adviser Investments LLC

$8.64 Billion
Q3 2025

A detailed history of Adviser Investments LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Adviser Investments LLC holds 21,904 shares of IUSV stock, worth $2.22 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,904

Previous 22,060 0.71%

Holding current value

$2.22 Million

Previous $2.09 Million 4.89%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$94.17 - $99.95 $14,690 - $15,592	-156 Reduced 0.71%	21,904 $2.19 Million
Q2 2025 Aug 06, 2025	BUY	$81.46 - $94.63 $286,006 - $332,245	3,511 Added 18.93%	22,060 $2.09 Million
Q1 2025 May 13, 2025	SELL	$90.0 - $96.32 $210,330 - $225,099	-2,337 Reduced 11.19%	18,549 $1.71 Million
Q4 2024 Feb 12, 2025	BUY	$91.94 - $100.02 $31,627 - $34,406	344 Added 1.67%	20,886 $1.93 Million
Q3 2024 Nov 08, 2024	SELL	$87.56 - $95.49 $41,415 - $45,166	-473 Reduced 2.25%	20,542 $1.96 Million

Q2 2024 Aug 12, 2024	SELL	$85.39 - $90.42 $13,747 - $14,557	-161 Reduced 0.76%	21,015 $1.85 Million
Q1 2024 Apr 29, 2024	SELL	$82.87 - $90.44 $44,584 - $48,656	-538 Reduced 2.48%	21,176 $1.92 Million
Q4 2023 Feb 01, 2024	BUY	$71.48 - $84.61 $1,143 - $1,353	16 Added 0.07%	21,714 $1.83 Million
Q3 2023 Oct 11, 2023	SELL	$74.38 - $81.04 $501,172 - $546,047	-6,738 Reduced 23.7%	21,698 $1.62 Million
Q2 2023 Aug 04, 2023	SELL	$72.65 - $78.26 $191,578 - $206,371	-2,637 Reduced 8.49%	28,436 $2.23 Million
Q1 2023 Apr 25, 2023	BUY	$70.21 - $77.86 $189,075 - $209,676	2,693 Added 9.49%	31,073 $2.29 Million
Q4 2022 Jan 19, 2023	BUY	$63.23 - $73.93 $1.79 Million - $2.1 Million	28,380 New	28,380 $0

Others Institutions Holding IUSV

# of Institutions

833

Shares Held

192M

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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Adviser Investments LLC Ishares Core S&P U.S. Value Et Transaction History