Waldron Private Wealth LLC Ishares Core S&P U.S. Value Et Transaction History

Waldron Private Wealth LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Waldron Private Wealth LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Waldron Private Wealth LLC holds 242,418 shares of IUSV stock, worth $24.6 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
242,418
Previous 263,908 8.14%
Holding current value
$24.6 Million
Previous $25 Million 2.98%
% of portfolio
0.99%
Previous 1.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$94.17 - $99.95 $2.02 Million - $2.15 Million
-21,490 Reduced 8.14%
242,418 $24.2 Million
Q2 2025

Jul 31, 2025
BUY
$81.46 - $94.63 $21.5 Million - $25 Million
263,908 New
263,908 $25 Million

Others Institutions Holding IUSV

# of Institutions
835
Shares Held
192M
Call Options Held
0
Put Options Held
0
View Full List

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

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
Track This Portfolio

Track Waldron Private Wealth LLC Portfolio

Follow Waldron Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waldron Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waldron Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email