A detailed history of Mfa Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Mfa Wealth Advisors, LLC holds 127,433 shares of IUSV stock, worth $12 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
127,433
Previous 136,957 6.95%
Holding current value
$12 Million
Previous $12.1 Million 0.81%
% of portfolio
3.28%
Previous 3.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$87.56 - $95.49 $833,921 - $909,446
-9,524 Reduced 6.95%
127,433 $12.2 Million
Q2 2024

Jul 22, 2024

SELL
$85.39 - $90.42 $111,775 - $118,359
-1,309 Reduced 0.95%
136,957 $12.1 Million
Q1 2024

Apr 24, 2024

SELL
$82.87 - $90.44 $45,909 - $50,103
-554 Reduced 0.4%
138,266 $12.5 Million
Q4 2023

Feb 14, 2024

BUY
$71.48 - $84.61 $292,353 - $346,054
4,090 Added 3.04%
138,820 $11.7 Million
Q3 2023

Nov 13, 2023

BUY
$74.38 - $81.04 $54,818 - $59,726
737 Added 0.55%
134,730 $10.1 Million
Q2 2023

Aug 10, 2023

BUY
$72.65 - $78.26 $258,706 - $278,683
3,561 Added 2.73%
133,993 $10.5 Million
Q1 2023

May 15, 2023

BUY
$70.21 - $77.86 $9.16 Million - $10.2 Million
130,432 New
130,432 $9.62 Million

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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