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

Mutual Advisors, LLC

$4.2 Billion
Q3 2025

A detailed history of Mutual Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Mutual Advisors, LLC holds 60,299 shares of IUSV stock, worth $6.11 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

60,299

Previous 56,477 6.77%

Holding current value

$6.11 Million

Previous $5.34 Million 12.76%

% of portfolio

0.14%

Previous 0.14%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$94.17 - $99.95 $359,917 - $382,008	3,822 Added 6.77%	60,299 $6.03 Million
Q2 2025 Jul 28, 2025	BUY	$81.46 - $94.63 $218,883 - $254,270	2,687 Added 5.0%	56,477 $5.34 Million
Q1 2025 Apr 28, 2025	BUY	$90.0 - $96.32 $134,550 - $143,998	1,495 Added 2.86%	53,790 $4.96 Million
Q4 2024 Jan 17, 2025	BUY	$91.94 - $100.02 $228,011 - $248,049	2,480 Added 4.98%	52,295 $4.84 Million
Q3 2024 Oct 25, 2024	BUY	$87.56 - $95.49 $133,353 - $145,431	1,523 Added 3.15%	49,815 $4.76 Million

Q2 2024 Jul 30, 2024	BUY	$85.39 - $90.42 $245,410 - $259,867	2,874 Added 6.33%	48,292 $4.26 Million
Q1 2024 May 02, 2024	BUY	$82.87 - $90.44 $196,899 - $214,885	2,376 Added 5.52%	45,418 $4.11 Million
Q4 2023 Jan 12, 2024	BUY	$71.48 - $84.61 $126,019 - $149,167	1,763 Added 4.27%	43,042 $3.63 Million
Q3 2023 Nov 13, 2023	BUY	$74.38 - $81.04 $317,602 - $346,040	4,270 Added 11.54%	41,279 $3.08 Million
Q2 2023 Jul 31, 2023	BUY	$72.65 - $78.26 $299,899 - $323,057	4,128 Added 12.55%	37,009 $2.9 Million
Q1 2023 Apr 11, 2023	SELL	$70.21 - $77.86 $69,156 - $76,692	-985 Reduced 2.91%	32,881 $2.43 Million
Q4 2022 Jan 12, 2023	BUY	$63.23 - $73.93 $394,808 - $461,618	6,244 Added 22.61%	33,866 $0
Q3 2022 Nov 03, 2022	BUY	$62.61 - $73.64 $183,322 - $215,617	2,928 Added 11.86%	27,622 $1.73 Million
Q2 2022 Aug 15, 2022	BUY	$64.88 - $77.18 $1.04 Million - $1.24 Million	16,030 Added 185.02%	24,694 $1.65 Million
Q1 2022 May 09, 2022	BUY	$71.81 - $77.49 $622,161 - $671,373	8,664 New	8,664 $657,000
Q4 2021 Feb 14, 2022	SELL	$71.13 - $76.45 $215,452 - $231,567	-3,029 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$69.93 - $74.13 $4.53 Million - $4.81 Million	-64,827 Reduced 95.54%	3,029 $215,000
Q2 2021 Aug 12, 2021	BUY	$69.41 - $73.87 $4.46 Million - $4.75 Million	64,289 Added 1802.33%	67,856 $4.88 Million
Q1 2021 May 13, 2021	SELL	$61.28 - $69.6 $38,912 - $44,196	-635 Reduced 15.11%	3,567 $246,000
Q4 2020 Feb 11, 2021	BUY	$53.17 - $62.19 $7,975 - $9,328	150 Added 3.7%	4,202 $261,000
Q3 2020 Nov 13, 2020	SELL	$51.46 - $57.08 $2,418 - $2,682	-47 Reduced 1.15%	4,052 $220,000
Q2 2020 Aug 05, 2020	BUY	$44.04 - $57.88 $180,519 - $237,250	4,099 New	4,099 $214,000
Q1 2020 May 13, 2020	SELL	$39.87 - $63.83 $174,231 - $278,937	-4,370 Closed	0 $0
Q4 2019 Feb 11, 2020	SELL	$55.95 - $63.08 $50,019 - $56,393	-894 Reduced 16.98%	4,370 $275,000
Q3 2019 Nov 01, 2019	BUY	$54.3 - $58.65 $7,493 - $8,093	138 Added 2.69%	5,264 $304,000
Q2 2019 Aug 15, 2019	BUY	$52.68 - $57.18 $270,037 - $293,104	5,126 New	5,126 $290,000

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

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Account

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