J.W. Cole Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History

J.W. Cole Advisors, Inc.

  • $5.04 Billion
  • Q3 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 6,632 shares of IUSV stock, worth $671,954. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,632
Previous 6,164 7.59%
Holding current value
$671,954
Previous $583,000 13.55%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2025
BUY
$94.17 - $99.95 $44,071 - $46,776
468 Added 7.59%
6,632 $662,000
Q2 2025

Aug 12, 2025
BUY
$81.46 - $94.63 $502,119 - $583,299
6,164 New
6,164 $583,000
Q4 2024

Jan 30, 2025
SELL
$91.94 - $100.02 $196,935 - $214,242
-2,142 Reduced 34.78%
4,016 $372,000
Q3 2024

Oct 24, 2024
SELL
$87.56 - $95.49 $28,106 - $30,652
-321 Reduced 4.95%
6,158 $588,000
Q2 2024

Aug 08, 2024
SELL
$85.39 - $90.42 $109,384 - $115,828
-1,281 Reduced 16.51%
6,479 $570,000
Q1 2024

Apr 30, 2024
BUY
$82.87 - $90.44 $292,116 - $318,801
3,525 Added 83.23%
7,760 $701,000
Q4 2023

Jan 31, 2024
BUY
$71.48 - $84.61 $33,309 - $39,428
466 Added 12.36%
4,235 $357,000
Q2 2023

Jul 27, 2023
BUY
$72.65 - $78.26 $1,162 - $1,252
16 Added 0.43%
3,769 $294,000
Q1 2023

May 03, 2023
SELL
$70.21 - $77.86 $23,169 - $25,693
-330 Reduced 8.08%
3,753 $276,000
Q4 2022

Feb 14, 2023
SELL
$63.23 - $73.93 $61,333 - $71,712
-970 Reduced 19.2%
4,083 $288,000
Q3 2022

Oct 31, 2022
BUY
$62.61 - $73.64 $438 - $515
7 Added 0.14%
5,053 $316,000
Q2 2022

Jul 27, 2022
SELL
$64.88 - $77.18 $20,956 - $24,929
-323 Reduced 6.02%
5,046 $337,000
Q1 2022

Jun 10, 2022
SELL
$71.81 - $77.49 $19.3 Million - $20.8 Million
-268,358 Reduced 98.04%
5,369 $407,000
Q1 2022

May 16, 2022
BUY
$71.81 - $77.49 $19.2 Million - $20.7 Million
267,679 Added 4425.91%
273,727 $139,000
Q4 2021

Jan 25, 2022
BUY
$71.13 - $76.45 $430,194 - $462,369
6,048 New
6,048 $462,000
Q3 2021

Oct 26, 2021
SELL
$69.93 - $74.13 $424,684 - $450,191
-6,073 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
$69.41 - $73.87 $33,247 - $35,383
479 Added 8.56%
6,073 $437,000
Q1 2021

Apr 28, 2021
SELL
$61.28 - $69.6 $3,860 - $4,384
-63 Reduced 1.11%
5,594 $385,000
Q4 2020

Feb 12, 2021
BUY
$53.17 - $62.19 $300,782 - $351,808
5,657 New
5,657 $352,000
Q1 2020

May 07, 2020
SELL
$39.87 - $63.83 $175,507 - $280,979
-4,402 Closed
0 $0
Q4 2019

Jan 23, 2020
BUY
$55.95 - $63.08 $246,291 - $277,678
4,402 New
4,402 $277,000

Others Institutions Holding IUSV

# of Institutions
838
Shares Held
192M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE S&P U.S. VALUE ET

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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