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

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 21,590 shares of IUSV stock, worth $2.19 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

21,590

Previous 21,660 0.32%

Holding current value

$2.19 Million

Previous $2.05 Million 5.27%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$94.17 - $99.95 $6,591 - $6,996	-70 Reduced 0.32%	21,590 $2.16 Million
Q2 2025 Aug 11, 2025	SELL	$81.46 - $94.63 $36,494 - $42,394	-448 Reduced 2.03%	21,660 $2.05 Million
Q1 2025 May 09, 2025	BUY	$90.0 - $96.32 $1.15 Million - $1.24 Million	12,826 Added 138.18%	22,108 $2.04 Million
Q4 2024 Feb 03, 2025	BUY	$91.94 - $100.02 $14,158 - $15,403	154 Added 1.69%	9,282 $859,000
Q3 2024 Nov 13, 2024	BUY	$87.56 - $95.49 $547,074 - $596,621	6,248 Added 216.94%	9,128 $871,000

Q2 2024 Aug 08, 2024	BUY	$85.39 - $90.42 $51,831 - $54,884	607 Added 26.7%	2,880 $253,000
Q1 2024 May 06, 2024	BUY	$82.87 - $90.44 $188,363 - $205,570	2,273 New	2,273 $205,000

Others Institutions Holding IUSV

# of Institutions

839

Shares Held

192M

Call Options Held

Put Options Held

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

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