Evermay Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History

Evermay Wealth Management LLC

$866 Million
Q3 2025

A detailed history of Evermay Wealth Management LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Evermay Wealth Management LLC holds 10,690 shares of IUSV stock, worth $1.08 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

10,690

Previous 11,691 8.56%

Holding current value

$1.08 Million

Previous $1.11 Million 3.44%

% of portfolio

0.12%

Previous 0.14%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$94.17 - $99.95 $94,264 - $100,049	-1,001 Reduced 8.56%	10,690 $1.07 Million
Q2 2025 Jul 29, 2025	SELL	$81.46 - $94.63 $92,457 - $107,405	-1,135 Reduced 8.85%	11,691 $1.11 Million
Q1 2025 May 07, 2025	SELL	$90.0 - $96.32 $13,500 - $14,447	-150 Reduced 1.16%	12,826 $1.18 Million
Q4 2024 Jan 23, 2025	SELL	$91.94 - $100.02 $1,011 - $1,100	-11 Reduced 0.08%	12,976 $1.2 Million
Q3 2024 Oct 25, 2024	SELL	$87.56 - $95.49 $37,213 - $40,583	-425 Reduced 3.17%	12,987 $1.24 Million

Q2 2024 Aug 01, 2024	SELL	$85.39 - $90.42 $32,021 - $33,907	-375 Reduced 2.72%	13,412 $1.18 Million
Q1 2024 May 13, 2024	SELL	$82.87 - $90.44 $662 - $723	-8 Reduced 0.06%	13,787 $1.25 Million
Q4 2023 Feb 09, 2024	BUY	$71.48 - $84.61 $85,490 - $101,193	1,196 Added 9.49%	13,795 $1.16 Million
Q2 2023 Aug 10, 2023	BUY	$72.65 - $78.26 $19,978 - $21,521	275 Added 2.23%	12,599 $985,000
Q1 2023 May 15, 2023	BUY	$70.21 - $77.86 $213,929 - $237,239	3,047 Added 32.84%	12,324 $909,000
Q4 2022 Jan 19, 2023	BUY	$63.23 - $73.93 $561,292 - $656,276	8,877 Added 2219.25%	9,277 $0
Q3 2022 Nov 14, 2022	BUY	$62.61 - $73.64 $25,044 - $29,456	400 New	400 $25,000

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

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Evermay Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History