Valued Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History

Valued Wealth Advisors LLC

$216 Billion
Q3 2025

A detailed history of Valued Wealth Advisors LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 3,230 shares of IUSV stock, worth $327,263. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,230

Previous 3,458 6.59%

Holding current value

$327,263

Previous $327 Million 1.33%

% of portfolio

0.15%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$94.17 - $99.95 $21,470 - $22,788	-228 Reduced 6.59%	3,230 $323 Million
Q2 2025 Aug 06, 2025	BUY	$81.46 - $94.63 $167,400 - $194,464	2,055 Added 146.47%	3,458 $327 Million
Q1 2025 May 01, 2025	BUY	$90.0 - $96.32 $95,940 - $102,677	1,066 Added 316.32%	1,403 $129 Million
Q3 2024 Oct 28, 2024	BUY	$87.56 - $95.49 $26,530 - $28,933	303 Added 891.18%	337 $32.1 Million
Q2 2024 Jul 16, 2024	BUY	$85.39 - $90.42 $1,195 - $1,265	14 Added 70.0%	34 $3.03 Million

Q1 2024 Apr 30, 2024	BUY	$82.87 - $90.44 $580 - $633	7 Added 53.85%	20 $1.84 Million
Q4 2023 Jan 05, 2024	BUY	$71.48 - $84.61 $929 - $1,099	13 New	13 $984,000

Others Institutions Holding IUSV

# of Institutions

834

Shares Held

192M

Call Options Held

Put Options Held

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

Ticker IUSV
Sector ETFs
Industry ETFs

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Valued Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History