Caliber Wealth Management, LLC / Ks Ishares Core S&P U.S. Value Et Transaction History

Caliber Wealth Management, LLC / Ks

$929 Billion
Q4 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 27,913 shares of IUSV stock, worth $2.83 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

27,913

Previous 28,967 3.64%

Holding current value

$2.83 Million

Previous $2.9 Billion 1.14%

% of portfolio

0.31%

Previous 0.32%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	SELL	$98.0 - $102.56 $103,292 - $108,098	-1,054 Reduced 3.64%	27,913 $2.86 Billion
Q3 2025 Nov 05, 2025	SELL	$94.17 - $99.95 $127,882 - $135,732	-1,358 Reduced 4.48%	28,967 $2.9 Billion
Q2 2025 Jul 30, 2025	SELL	$81.46 - $94.63 $36,819 - $42,772	-452 Reduced 1.47%	30,325 $2.87 Billion
Q1 2025 May 06, 2025	BUY	$90.0 - $96.32 $2.77 Million - $2.96 Million	30,777 New	30,777 $2.84 Billion

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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Caliber Wealth Management, LLC / Ks Ishares Core S&P U.S. Value Et Transaction History