Sc&H Financial Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History

Sc&H Financial Advisors, Inc.

$567 Million
Q4 2025

A detailed history of Sc&H Financial Advisors, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 3,095 shares of IUSV stock, worth $313,585. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,095

Previous 3,083 0.39%

Holding current value

$313,585

Previous $308,000 1.62%

% of portfolio

0.06%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$98.0 - $102.56 $1,176 - $1,230	12 Added 0.39%	3,095 $313,000
Q3 2025 Oct 21, 2025	BUY	$94.17 - $99.95 $941 - $999	10 Added 0.33%	3,083 $308,000
Q2 2025 Jul 16, 2025	SELL	$81.46 - $94.63 $3,095 - $3,595	-38 Reduced 1.22%	3,073 $290,000
Q1 2025 Apr 22, 2025	BUY	$90.0 - $96.32 $810 - $866	9 Added 0.29%	3,111 $287,000
Q4 2024 Jan 28, 2025	BUY	$91.94 - $100.02 $1,103 - $1,200	12 Added 0.39%	3,102 $287,000

Q3 2024 Oct 24, 2024	SELL	$87.56 - $95.49 $26,880 - $29,315	-307 Reduced 9.04%	3,090 $295,000
Q2 2024 Aug 01, 2024	BUY	$85.39 - $90.42 $1,024 - $1,085	12 Added 0.35%	3,397 $299,000
Q1 2024 May 02, 2024	BUY	$82.87 - $90.44 $994 - $1,085	12 Added 0.36%	3,385 $306,000
Q4 2023 Feb 01, 2024	BUY	$71.48 - $84.61 $1,858 - $2,199	26 Added 0.78%	3,373 $284,000
Q2 2023 Aug 07, 2023	SELL	$72.65 - $78.26 $14,166 - $15,260	-195 Reduced 5.51%	3,347 $261,000
Q1 2023 May 12, 2023	BUY	$70.21 - $77.86 $248,683 - $275,780	3,542 New	3,542 $261,000
Q2 2022 Aug 10, 2022	SELL	$64.88 - $77.18 $171,996 - $204,604	-2,651 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$71.81 - $77.49 $190,368 - $205,425	2,651 New	2,651 $201,000

Others Institutions Holding IUSV

# of Institutions

840

Shares Held

192M

Call Options Held

Put Options Held

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Sc&H Financial Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History