Latest Institutional Transactions on Ishares Core S&P U.S. Value Et (IUSV)
This table provides information on the latest institutional transactions involving Ishares Core S&P U.S. Value Et (IUSV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10.4K+ 3.06% |
$960K - $1.04M
|
352K
$33.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.75K- 4.37% |
$253K - $275K
|
60.3K
$5.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
70New |
$6.44K - $7K
|
70
$6.64K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.86K+ 46.59% |
$171K - $186K
|
5.85K
$555K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
608+ 6.03% |
$55.9K - $60.8K
|
10.7K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
7.5KNew |
$690K - $750K
|
7.5K
$711K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
18+ 0.14% |
$1.65K - $1.8K
|
12.9K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.07K+ 1.94% |
$466K - $507K
|
266K
$25.3M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.18K+ 4.33% |
$108K - $118K
|
28.3K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-166K- 3.38% |
$15.3M - $16.6M
|
4.75M
$450M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.04KNew |
$831K - $904K
|
9.04K
$857K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.6KNew |
$1.06M - $1.16M
|
11.6K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
727+ 0.91% |
$66.8K - $72.7K
|
80.4K
$7.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
436+ 0.88% |
$40.1K - $43.6K
|
49.9K
$4.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
180+ 0.8% |
$16.5K - $18K
|
22.7K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-481- 0.63% |
$44.2K - $48.1K
|
75.6K
$7.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
20.4KNew |
$1.88M - $2.04M
|
20.4K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.62K- 33.01% |
$149K - $162K
|
3.29K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.23KNew |
$297K - $323K
|
3.23K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.44KNew |
$500K - $544K
|
5.44K
$516K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2.33K- 17.74% |
$214K - $233K
|
10.8K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
510+ 17.59% |
$46.9K - $51K
|
3.41K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
43+ 0.35% |
$3.95K - $4.3K
|
12.4K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.36K- 6.13% |
$125K - $136K
|
20.9K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-826- 0.83% |
$75.9K - $82.6K
|
98.3K
$9.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
402+ 7.41% |
$37K - $40.2K
|
5.83K
$552K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8+ 0.15% |
$736 - $800
|
5.18K
$492K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.34K+ 15620.0% |
$215K - $234K
|
2.36K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
54K+ 20.78% |
$4.96M - $5.4M
|
314K
$29.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.27K+ 2.11% |
$301K - $327K
|
158K
$15M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-290- 5.58% |
$26.7K - $29K
|
4.91K
$465K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-81.4K- 26.76% |
$7.48M - $8.14M
|
223K
$21.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.77K+ 4.6% |
$346K - $377K
|
85.7K
$8.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-5.58K- 33.74% |
$513K - $558K
|
10.9K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-493- 12.46% |
$45.3K - $49.3K
|
3.46K
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
592+ 15.6% |
$54.4K - $59.2K
|
4.39K
$416K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.55K+ 4.08% |
$326K - $355K
|
90.4K
$8.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
198+ 0.07% |
$18.2K - $19.8K
|
282K
$26.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 1.72% |
$185K - $201K
|
119K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-37- 1.28% |
$3.4K - $3.7K
|
2.86K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
640New |
$58.8K - $64K
|
640
$60.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
54+ 1.86% |
$4.96K - $5.4K
|
2.96K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5+ 0.53% |
$460 - $500
|
946
$89.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.86K+ 14.68% |
$815K - $886K
|
69.2K
$6.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-675- 11.49% |
$62.1K - $67.5K
|
5.2K
$493K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.48K+ 4.98% |
$228K - $248K
|
52.3K
$4.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
288+ 12.59% |
$26.5K - $28.8K
|
2.58K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
60+ 4.98% |
$5.52K - $6K
|
1.27K
$120K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
162+ 5.35% |
$14.9K - $16.2K
|
3.19K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
15.5K+ 4.48% |
$1.42M - $1.55M
|
361K
$34.3M
|