Heck Capital Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Heck Capital Advisors, LLC

$1.29 Trillion
Q3 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 May 19, 2025	SELL	$44.04 - $57.88 $317,660 - $417,488	-7,213 Closed	0 $0
Q1 2020 May 19, 2025	SELL	$39.87 - $63.83 $46,448 - $74,361	-1,165 Reduced 13.91%	7,213 $333 Million
Q4 2019 May 19, 2025	SELL	$55.95 - $63.08 $1,902 - $2,144	-34 Reduced 0.4%	8,378 $528 Million
Q3 2019 May 19, 2025	SELL	$54.3 - $58.65 $6,244 - $6,744	-115 Reduced 1.35%	8,412 $486 Million
Q2 2019 May 19, 2025	BUY	$52.68 - $57.18 $10,114 - $10,978	192 Added 2.3%	8,527 $483 Million

Q1 2019 May 19, 2025	BUY	$48.21 - $55.66 $401,830 - $463,926	8,335 New	8,335 $457 Million
Q4 2018 May 19, 2025	SELL	$46.36 - $56.72 $22,160 - $27,112	-478 Reduced 5.38%	8,402 $412 Million
Q2 2018 May 19, 2025	BUY	$51.95 - $55.12 $17,559 - $18,630	338 Added 3.96%	8,880 $477 Million
Q1 2018 May 19, 2025	SELL	$51.81 - $58.63 $22,589 - $25,562	-436 Reduced 4.86%	8,542 $454 Million
Q4 2017 May 19, 2025	BUY	$52.55 - $55.6 $155,810 - $164,854	2,965 Added 49.31%	8,978 $497 Million
Q3 2017 May 19, 2025	SELL	$52.0 - $52.35 $2.16 Million - $2.17 Million	-41,507 Reduced 87.35%	6,013 $315 Million
Q2 2017 May 19, 2025	SELL	N/A	-107,032 Reduced 69.25%	47,520 $2.42 Billion
Q1 2017 May 19, 2025	BUY	N/A	154,552 New	154,552 $7.8 Billion
Q4 2016 May 19, 2025	BUY	N/A	125,706	125,706 $6.18 Billion

Others Institutions Holding IUSV

# of Institutions

835

Shares Held

192M

Call Options Held

0

Put Options Held

0

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