A detailed history of Barrett & Company, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Barrett & Company, Inc. holds 123 shares of IUSV stock, worth $12,462. This represents 0.0% of its overall portfolio holdings.

Number of Shares
123
Previous 93 32.26%
Holding current value
$12,462
Previous $9.3 Million 35.69%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026

BUY
$98.0 - $102.56 $2,940 - $3,076
30 Added 32.26%
123 $12.6 Million
Q3 2025

Oct 31, 2025

BUY
$94.17 - $99.95 $2,354 - $2,498
25 Added 36.76%
93 $9.3 Million
Q1 2025

Apr 21, 2025

BUY
$90.0 - $96.32 $2,250 - $2,408
25 Added 58.14%
68 $6.28 Million
Q1 2023

May 11, 2023

BUY
$70.21 - $77.86 $3,019 - $3,347
43 New
43 $3.17 Million

Others Institutions Holding IUSV

About ISHARES CORE S&P U.S. VALUE ET


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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