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 20, 2026
Q4 2025
|
Aspiriant, LLC
|
SELL
|
- |
-18.1K- 0.5% |
$1.78M - $1.86M
|
3.58M
$363M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-34- 0.26% |
$3.33K - $3.49K
|
12.9K
$1.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1.96KNew |
$192K - $201K
|
1.96K
$199K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
344New |
$33.7K - $35.3K
|
344
$34.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
7+ 0.2% |
$686 - $718
|
3.49K
$353K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
72+ 0.71% |
$7.06K - $7.38K
|
10.2K
$1.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.55K- 7.28% |
$838K - $876K
|
109K
$11M
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
3.66KNew |
$358K - $375K
|
3.66K
$371K
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
8+ 0.06% |
$784 - $820
|
13.1K
$1.32M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.3K+ 57.14% |
$127K - $133K
|
3.56K
$361K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
177+ 6.62% |
$17.3K - $18.2K
|
2.85K
$289K
|
|
|
Jan 20, 2026
Q4 2025
|
Joule Financial, LLC
|
SELL
|
- |
-40- 1.48% |
$3.92K - $4.1K
|
2.66K
$269K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
84.7K+ 1.89% |
$8.3M - $8.68M
|
4.57M
$463M
|
|
|
Jan 20, 2026
Q4 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
14+ 0.56% |
$1.37K - $1.44K
|
2.51K
$255K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
179+ 526.47% |
$17.5K - $18.4K
|
213
$21.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-556K- 11.13% |
$54.5M - $57M
|
4.44M
$450M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.04K+ 133.38% |
$200K - $209K
|
3.57K
$362K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
340+ 1.42% |
$33.3K - $34.9K
|
24.3K
$2.46M
|
|
|
Jan 16, 2026
Q4 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-44- 1.01% |
$4.31K - $4.51K
|
4.3K
$436K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
9+ 0.52% |
$882 - $923
|
1.74K
$177K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-197- 0.38% |
$19.3K - $20.2K
|
51.1K
$5.18M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
30.9K+ 18.37% |
$3.03M - $3.17M
|
199K
$20.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-270- 0.47% |
$26.5K - $27.7K
|
57.2K
$5.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
3.97KNew |
$389K - $407K
|
3.97K
$402K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.08KNew |
$302K - $316K
|
3.08K
$312K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-1- 4.55% |
$98 - $103
|
21
$2.13K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-34.2K- 92.0% |
$3.35M - $3.5M
|
2.97K
$301K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
18.7K+ 3.0% |
$1.84M - $1.92M
|
644K
$65.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-1.58K- 2.04% |
$155K - $162K
|
75.9K
$7.69M
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
98+ 0.41% |
$9.6K - $10.1K
|
23.8K
$2.42M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
639+ 7.92% |
$62.6K - $65.5K
|
8.71K
$882K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
28New |
$2.74K - $2.87K
|
28
$2.84K
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-974- 0.81% |
$95.5K - $99.9K
|
119K
$12M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-441- 9.24% |
$43.2K - $45.2K
|
4.33K
$439K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.71K- 39.15% |
$364K - $380K
|
5.77K
$584K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.27KNew |
$222K - $232K
|
2.27K
$229K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-29- 1.36% |
$2.84K - $2.97K
|
2.11K
$213K
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
14+ 0.5% |
$1.37K - $1.44K
|
2.83K
$287K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
145+ 5.73% |
$14.2K - $14.9K
|
2.68K
$271K
|
|
|
Jan 14, 2026
Q4 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
14+ 0.56% |
$1.37K - $1.44K
|
2.53K
$256K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-17- 58.62% |
$1.67K - $1.74K
|
12
$1.22K
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
BUY
|
- |
22.2K+ 37.79% |
$2.18M - $2.28M
|
80.9K
$8.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.48K- 1.02% |
$243K - $254K
|
240K
$24.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
5.67KNew |
$556K - $582K
|
5.67K
$575K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
9.19K+ 6.56% |
$901K - $943K
|
149K
$15.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-240- 0.46% |
$23.5K - $24.6K
|
52.5K
$5.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Hoese & CO LLP
|
BUY
|
- |
1.5KNew |
$147K - $154K
|
1.5K
$152K
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$196 - $205
|
3.47K
$352K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.38K- 14.56% |
$135K - $142K
|
8.11K
$822K
|
|
|
Jan 14, 2026
Q4 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.04K+ 6.36% |
$200K - $210K
|
34.2K
$3.46M
|
|