Aptus Capital Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Aptus Capital Advisors, LLC

  • $12.7 Billion
  • Q3 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 1,659 shares of IUSV stock, worth $168,089. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,659
Previous 1,745 4.93%
Holding current value
$168,089
Previous $165,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
$94.17 - $99.95 $8,098 - $8,595
-86 Reduced 4.93%
1,659 $165,000
Q2 2025

Aug 11, 2025
SELL
$81.46 - $94.63 $50,668 - $58,859
-622 Reduced 26.28%
1,745 $165,000
Q1 2025

May 13, 2025
BUY
$90.0 - $96.32 $61,740 - $66,075
686 Added 40.81%
2,367 $218,000
Q4 2024

Feb 14, 2025
BUY
$91.94 - $100.02 $117,131 - $127,425
1,274 Added 313.02%
1,681 $155,000
Q3 2024

Nov 05, 2024
BUY
$87.56 - $95.49 $2,189 - $2,387
25 Added 6.54%
407 $38,000
Q2 2024

Jul 31, 2024
BUY
$85.39 - $90.42 $4,269 - $4,521
50 Added 15.06%
382 $33,000
Q1 2024

May 15, 2024
SELL
$82.87 - $90.44 $36,877 - $40,245
-445 Reduced 57.27%
332 $30,000
Q3 2023

Nov 08, 2023
BUY
$74.38 - $81.04 $42,694 - $46,516
574 Added 282.76%
777 $57,000
Q2 2023

Aug 11, 2023
BUY
$72.65 - $78.26 $11,406 - $12,286
157 Added 341.3%
203 $15,000
Q1 2023

May 09, 2023
SELL
$70.21 - $77.86 $206,066 - $228,519
-2,935 Reduced 98.46%
46 $3,000
Q4 2022

Feb 13, 2023
SELL
$63.23 - $73.93 $15,681 - $18,334
-248 Reduced 7.68%
2,981 $210,000
Q3 2022

Nov 02, 2022
BUY
$62.61 - $73.64 $57,851 - $68,043
924 Added 40.09%
3,229 $202,000
Q2 2022

Jul 29, 2022
BUY
$64.88 - $77.18 $23,875 - $28,402
368 Added 19.0%
2,305 $154,000
Q1 2022

May 04, 2022
BUY
$71.81 - $77.49 $139,095 - $150,098
1,937 New
1,937 $147,000

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
Track This Portfolio

Track Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email