Barnes Wealth Management Group, Inc Ishares Core S&P U.S. Value Et Transaction History

Barnes Wealth Management Group, Inc

$182 Billion
Q3 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 6,554 shares of IUSV stock, worth $664,051. This represents 0.36% of its overall portfolio holdings.

Number of Shares

6,554

Previous 6,520 0.52%

Holding current value

$664,051

Previous $617 Million 6.17%

% of portfolio

0.36%

Previous 0.36%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$94.17 - $99.95 $3,201 - $3,398	34 Added 0.52%	6,554 $655 Million
Q2 2025 Aug 27, 2025	SELL	$81.46 - $94.63 $16,047 - $18,642	-197 Reduced 2.93%	6,520 $617 Million
Q1 2025 May 14, 2025	BUY	$90.0 - $96.32 $18,000 - $19,264	200 Added 3.07%	6,717 $620 Million
Q4 2024 May 12, 2025	BUY	$91.94 - $100.02 $599,172 - $651,830	6,517 New	6,517 $603 Million

Others Institutions Holding IUSV

# of Institutions

834

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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Barnes Wealth Management Group, Inc Ishares Core S&P U.S. Value Et Transaction History