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

Jfs Wealth Advisors, LLC

$1.69 Billion
Q3 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 10,107 shares of IUSV stock, worth $1.02 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,107

Previous 11,478 11.94%

Holding current value

$1.02 Million

Previous $1.09 Million 7.0%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$94.17 - $99.95 $129,107 - $137,031	-1,371 Reduced 11.94%	10,107 $1.01 Million
Q2 2025 Jul 24, 2025	SELL	$81.46 - $94.63 $41,626 - $48,355	-511 Reduced 4.26%	11,478 $1.09 Million
Q1 2025 Apr 22, 2025	BUY	$90.0 - $96.32 $136,800 - $146,406	1,520 Added 14.52%	11,989 $1.11 Million
Q1 2023 Apr 19, 2023	SELL	$70.21 - $77.86 $21,133 - $23,435	-301 Reduced 2.79%	10,469 $772,000
Q3 2022 Oct 21, 2022	SELL	$62.61 - $73.64 $2,316 - $2,724	-37 Reduced 0.34%	10,770 $674,000

Q1 2022 May 02, 2022	BUY	$71.81 - $77.49 $133,279 - $143,821	1,856 Added 20.74%	10,807 $820,000
Q3 2021 Nov 09, 2021	BUY	$69.93 - $74.13 $625,943 - $663,537	8,951 New	8,951 $634,000

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

Ticker IUSV
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Industry ETFs

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