Castellan Group Ishares Core S&P U.S. Value Et Transaction History

Castellan Group

$205 Million
Q4 2025

A detailed history of Castellan Group transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Castellan Group holds 29,740 shares of IUSV stock, worth $3.01 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

29,740

Holding current value

$3.01 Million

% of portfolio

1.47%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$98.0 - $102.56 $2.91 Million - $3.05 Million	29,740 New	29,740 $3.01 Million

Others Institutions Holding IUSV

# of Institutions

839

Shares Held

192M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

80.2M
Shares

$8.13 Billion
0.56% of portfolio
Lpl Financial LLC Fort Mill, SC

15.8M
Shares

$1.6 Billion
0.49% of portfolio
Morgan Stanley New York, NY

9.08M
Shares

$920 Million
0.06% of portfolio
Jones Financial Companies Lllp

6.13M
Shares

$621 Million
0.42% of portfolio
Envestnet Asset Management Inc

5.81M
Shares

$589 Million
0.18% of portfolio

View Full List

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

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Castellan Group, based on Form 13F filings with the SEC.

News

Stay updated on Castellan Group with notifications on news.

Account