Dynamic Advisor Solutions LLC Ishares Core S&P U.S. Value Et Transaction History

Dynamic Advisor Solutions LLC

$2.96 Billion
Q4 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 95,917 shares of IUSV stock, worth $9.72 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

95,917

Previous 109,096 12.08%

Holding current value

$9.72 Million

Previous $10.9 Million 10.88%

% of portfolio

0.33%

Previous 0.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$98.0 - $102.56 $1.29 Million - $1.35 Million	-13,179 Reduced 12.08%	95,917 $9.72 Million
Q3 2025 Oct 09, 2025	BUY	$94.17 - $99.95 $431,863 - $458,370	4,586 Added 4.39%	109,096 $10.9 Million
Q2 2025 Jul 09, 2025	BUY	$81.46 - $94.63 $267,270 - $310,481	3,281 Added 3.24%	104,510 $9.89 Million
Q1 2025 Apr 16, 2025	BUY	$90.0 - $96.32 $265,050 - $283,662	2,945 Added 3.0%	101,229 $9.34 Million
Q4 2024 Jan 21, 2025	SELL	$91.94 - $100.02 $75,942 - $82,616	-826 Reduced 0.83%	98,284 $9.1 Million

Q3 2024 Oct 07, 2024	BUY	$87.56 - $95.49 $112,251 - $122,418	1,282 Added 1.31%	99,110 $9.46 Million
Q2 2024 Jul 15, 2024	BUY	$85.39 - $90.42 $502,690 - $532,302	5,887 Added 6.4%	97,828 $8.62 Million
Q1 2024 Apr 12, 2024	SELL	$82.87 - $90.44 $57,014 - $62,222	-688 Reduced 0.74%	91,941 $8.32 Million
Q4 2023 Jan 10, 2024	BUY	$71.48 - $84.61 $90,779 - $107,454	1,270 Added 1.39%	92,629 $7.81 Million
Q3 2023 Oct 10, 2023	BUY	$74.38 - $81.04 $144,817 - $157,784	1,947 Added 2.18%	91,359 $6.82 Million
Q2 2023 Aug 03, 2023	BUY	$72.65 - $78.26 $2.62 Million - $2.82 Million	36,019 Added 67.46%	89,412 $7 Million
Q1 2023 Apr 10, 2023	BUY	$70.21 - $77.86 $2.5 Million - $2.78 Million	35,669 Added 201.25%	53,393 $3.94 Million
Q4 2022 Jan 12, 2023	BUY	$63.23 - $73.93 $881,362 - $1.03 Million	13,939 Added 368.27%	17,724 $0
Q3 2022 Oct 20, 2022	BUY	$62.61 - $73.64 $236,978 - $278,727	3,785 New	3,785 $237,000

Others Institutions Holding IUSV

# of Institutions

835

Shares Held

192M

Call Options Held

Put Options Held

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Dynamic Advisor Solutions LLC Ishares Core S&P U.S. Value Et Transaction History