Hilltop Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Hilltop Wealth Advisors, LLC

$192 Million
Q3 2025

A detailed history of Hilltop Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 40,551 shares of IUSV stock, worth $4.11 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

40,551

Previous 37,626 7.77%

Holding current value

$4.11 Million

Previous $3.56 Million 13.85%

% of portfolio

2.11%

Previous 2.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$94.17 - $99.95 $275,447 - $292,353	2,925 Added 7.77%	40,551 $4.05 Million
Q2 2025 Jul 11, 2025	BUY	$81.46 - $94.63 $192,815 - $223,989	2,367 Added 6.71%	37,626 $3.56 Million
Q1 2025 Apr 16, 2025	BUY	$90.0 - $96.32 $107,550 - $115,102	1,195 Added 3.51%	35,259 $3.25 Million
Q4 2024 Jan 08, 2025	BUY	$91.94 - $100.02 $43,303 - $47,109	471 Added 1.4%	34,064 $3.16 Million
Q3 2024 Oct 09, 2024	SELL	$87.56 - $95.49 $51,222 - $55,861	-585 Reduced 1.71%	33,593 $3.21 Million

Q2 2024 Jul 03, 2024	BUY	$85.39 - $90.42 $1,537 - $1,627	18 Added 0.05%	34,178 $3.01 Million
Q1 2024 Apr 05, 2024	BUY	$82.87 - $90.44 $46,821 - $51,098	565 Added 1.68%	34,160 $3.09 Million
Q4 2023 Jan 17, 2024	BUY	$71.48 - $84.61 $181,201 - $214,486	2,535 Added 8.16%	33,595 $2.83 Million
Q3 2023 Oct 16, 2023	BUY	$74.38 - $81.04 $169,363 - $184,528	2,277 Added 7.91%	31,060 $2.32 Million
Q2 2023 Jul 19, 2023	BUY	$72.65 - $78.26 $227,467 - $245,032	3,131 Added 12.21%	28,783 $2.25 Million
Q1 2023 Apr 19, 2023	BUY	$70.21 - $77.86 $408,551 - $453,067	5,819 Added 29.34%	25,652 $1.89 Million
Q4 2022 Feb 02, 2023	BUY	$63.23 - $73.93 $381,782 - $446,389	6,038 Added 43.77%	19,833 $1.4 Million
Q3 2022 Nov 10, 2022	BUY	$62.61 - $73.64 $616,958 - $725,648	9,854 Added 250.04%	13,795 $864,000
Q2 2022 Jul 15, 2022	BUY	$64.88 - $77.18 $255,692 - $304,166	3,941 New	3,941 $264,000

Others Institutions Holding IUSV

# of Institutions

834

Shares Held

192M

Call Options Held

Put Options Held

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 Hilltop Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hilltop Wealth Advisors, LLC with notifications on news.

Account

Hilltop Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History