Tria Gen Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History

Tria Gen Wealth Management LLC

$355 Million
Q3 2025

A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 16,387 shares of IUSV stock, worth $1.66 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

16,387

Previous 16,487 0.61%

Holding current value

$1.66 Million

Previous $1.56 Million 4.94%

% of portfolio

0.46%

Previous 0.51%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$94.17 - $99.95 $9,417 - $9,995	-100 Reduced 0.61%	16,387 $1.64 Million
Q2 2025 Jul 23, 2025	SELL	$81.46 - $94.63 $6,598 - $7,665	-81 Reduced 0.49%	16,487 $1.56 Million
Q1 2025 May 13, 2025	SELL	$90.0 - $96.32 $70,290 - $75,225	-781 Reduced 4.5%	16,568 $1.53 Million
Q4 2024 Jan 23, 2025	SELL	$91.94 - $100.02 $1,011 - $1,100	-11 Reduced 0.06%	17,349 $1.61 Million
Q2 2024 Jul 18, 2024	SELL	$85.39 - $90.42 $4,269 - $4,521	-50 Reduced 0.29%	17,360 $1.53 Million

Q1 2024 Apr 23, 2024	SELL	$82.87 - $90.44 $8,535 - $9,315	-103 Reduced 0.59%	17,410 $1.57 Million
Q4 2023 Jan 22, 2024	BUY	$71.48 - $84.61 $1,072 - $1,269	15 Added 0.09%	17,513 $1.48 Million
Q3 2023 Oct 23, 2023	BUY	$74.38 - $81.04 $4,388 - $4,781	59 Added 0.34%	17,498 $1.31 Million
Q1 2023 Apr 24, 2023	SELL	$70.21 - $77.86 $31,032 - $34,414	-442 Reduced 2.47%	17,439 $1.29 Million
Q4 2022 Feb 09, 2023	BUY	$63.23 - $73.93 $19,348 - $22,622	306 Added 1.74%	17,881 $1.26 Million
Q3 2022 Oct 21, 2022	SELL	$62.61 - $73.64 $293,578 - $345,297	-4,689 Reduced 21.06%	17,575 $1.1 Million
Q1 2022 Apr 29, 2022	SELL	$71.81 - $77.49 $6,103 - $6,586	-85 Reduced 0.38%	22,264 $1.69 Million
Q4 2021 Feb 09, 2022	SELL	$71.13 - $76.45 $17,995 - $19,341	-253 Reduced 1.12%	22,349 $1.71 Million
Q3 2021 Nov 10, 2021	SELL	$69.93 - $74.13 $5,314 - $5,633	-76 Reduced 0.34%	22,602 $1.6 Million
Q2 2021 Aug 02, 2021	SELL	$69.41 - $73.87 $34,080 - $36,270	-491 Reduced 2.12%	22,678 $1.64 Million
Q1 2021 Apr 26, 2021	BUY	$61.28 - $69.6 $61 - $69	1 Added 0.0%	23,169 $1.6 Million
Q4 2020 Feb 02, 2021	BUY	$53.17 - $62.19 $1.23 Million - $1.44 Million	23,168 New	23,168 $1.44 Million

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 Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Account

Tria Gen Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History