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

Tanglewood Legacy Advisors, LLC

$234 Billion
Q4 2024

A detailed history of Tanglewood Legacy Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 576,116 shares of IUSV stock, worth $54.9 Million. This represents 22.8% of its overall portfolio holdings.

Number of Shares

576,116

Previous 555,675 3.68%

Holding current value

$54.9 Million

Previous $53.1 Billion 0.53%

% of portfolio

22.8%

Previous 23.57%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$91.94 - $100.02 $1.88 Million - $2.04 Million	20,441 Added 3.68%	576,116 $53.3 Billion
Q3 2024 Oct 15, 2024	BUY	$87.56 - $95.49 $87,034 - $94,917	994 Added 0.18%	555,675 $53.1 Billion
Q2 2024 Jul 17, 2024	BUY	$85.39 - $90.42 $1.5 Million - $1.59 Million	17,603 Added 3.28%	554,681 $48.9 Billion
Q1 2024 Apr 16, 2024	BUY	$82.87 - $90.44 $1.7 Million - $1.86 Million	20,512 Added 3.97%	537,078 $48.6 Billion
Q4 2023 Jan 22, 2024	BUY	$71.48 - $84.61 $1.43 Million - $1.7 Million	20,037 Added 4.04%	516,566 $43.6 Billion
Q3 2023 Oct 18, 2023	SELL	$74.38 - $81.04 $67,537 - $73,584	-908 Reduced 0.18%	496,529 $37.1 Billion
Q2 2023 Aug 01, 2023	BUY	$72.65 - $78.26 $202,112 - $217,719	2,782 Added 0.56%	497,437 $38.9 Billion
Q1 2023 Apr 17, 2023	BUY	$70.21 - $77.86 $182,124 - $201,968	2,594 Added 0.53%	494,655 $36.5 Billion
Q4 2022 Feb 13, 2023	BUY	$63.23 - $73.93 $31.1 Million - $36.4 Million	492,061 New	492,061 $34.8 Billion

Others Institutions Holding IUSV

# of Institutions

772

Shares Held

174M

Call Options Held

2.9K

Put Options Held

View Full List

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

Ticker IUSV
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Tanglewood Legacy Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History