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

Aprio Wealth Management, LLC

$1.27 Billion
Q4 2025

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 7,809 shares of IUSV stock, worth $791,207. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,809

Previous 9,970 21.68%

Holding current value

$791,207

Previous $996,000 20.58%

% of portfolio

0.06%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	SELL	$98.0 - $102.56 $211,778 - $221,632	-2,161 Reduced 21.68%	7,809 $791,000
Q3 2025 Nov 12, 2025	SELL	$94.17 - $99.95 $70,627 - $74,962	-750 Reduced 7.0%	9,970 $996,000
Q2 2025 Aug 14, 2025	SELL	$81.46 - $94.63 $179,700 - $208,753	-2,206 Reduced 17.07%	10,720 $1.01 Million
Q1 2025 May 15, 2025	BUY	$90.0 - $96.32 $1.16 Million - $1.25 Million	12,926 New	12,926 $1.19 Million
Q1 2020 Apr 16, 2020	SELL	$39.87 - $63.83 $1.05 Million - $1.68 Million	-26,386 Closed	0 $0

Q4 2019 Feb 14, 2020	BUY	$55.95 - $63.08 $1.48 Million - $1.66 Million	26,386 New	26,386 $1.66 Million

Others Institutions Holding IUSV

# of Institutions

844

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