A detailed history of Francis Financial, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Francis Financial, Inc. holds 2,519 shares of IUSV stock, worth $255,225. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,519
Previous 2,741 8.1%
Holding current value
$255,225
Previous $259,000 3.09%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

SELL
$94.17 - $99.95 $20,905 - $22,188
-222 Reduced 8.1%
2,519 $251,000
Q2 2025

Aug 08, 2025

SELL
$81.46 - $94.63 $39,182 - $45,517
-481 Reduced 14.93%
2,741 $259,000
Q1 2025

May 12, 2025

SELL
$90.0 - $96.32 $12,240 - $13,099
-136 Reduced 4.05%
3,222 $297,000
Q4 2024

Feb 14, 2025

BUY
$91.94 - $100.02 $308,734 - $335,867
3,358 New
3,358 $311,000

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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