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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
2.73KNew |
$251K - $273K
|
2.73K
$253K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.43K- 0.51% |
$223K - $243K
|
474K
$44M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.99K- 1.89% |
$274K - $299K
|
155K
$14.4M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
4.22KNew |
$388K - $422K
|
4.22K
$392K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
15+ 0.58% |
$1.38K - $1.5K
|
2.62K
$243K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
24+ 0.52% |
$2.21K - $2.4K
|
4.64K
$430K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
60New |
$5.52K - $6K
|
60
$5.57K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
607+ 26.25% |
$55.8K - $60.7K
|
2.92K
$271K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
22.7KNew |
$2.09M - $2.27M
|
22.7K
$2.11M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
34.7K+ 84.08% |
$3.19M - $3.47M
|
75.9K
$7.05M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-45- 0.5% |
$4.14K - $4.5K
|
8.92K
$828K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.38K+ 60.33% |
$127K - $138K
|
3.66K
$340K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
509New |
$46.8K - $50.9K
|
509
$47.3K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.33K- 6.35% |
$122K - $133K
|
19.6K
$1.82M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.86K+ 1.27% |
$263K - $286K
|
227K
$21.1M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
3.43KNew |
$315K - $343K
|
3.43K
$319K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
3.05KNew |
$280K - $305K
|
3.05K
$283K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.05K+ 8.47% |
$372K - $405K
|
51.8K
$4.81M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.65KNew |
$519K - $565K
|
5.65K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-880- 23.44% |
$80.9K - $88K
|
2.88K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.53K+ 13.39% |
$417K - $453K
|
38.4K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14K+ 5.86% |
$1.29M - $1.4M
|
254K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-7.21K- 29.56% |
$663K - $721K
|
17.2K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.24K+ 6.31% |
$298K - $324K
|
54.6K
$5.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
106KNew |
$9.72M - $10.6M
|
106K
$9.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.61K+ 8.97% |
$332K - $361K
|
43.8K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9- 0.07% |
$827 - $900
|
12.7K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
268+ 0.57% |
$24.6K - $26.8K
|
47.3K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
513+ 0.59% |
$47.2K - $51.3K
|
87.3K
$8.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
19.1K+ 7.93% |
$1.76M - $1.91M
|
260K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
131KNew |
$12.1M - $13.1M
|
131K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.01M+ 9.17% |
$553M - $602M
|
71.6M
$6.65B
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.15K+ 20.67% |
$105K - $115K
|
6.69K
$621K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.24KNew |
$482K - $524K
|
5.24K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.39K- 30.22% |
$496K - $539K
|
12.4K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-15- 0.56% |
$1.38K - $1.5K
|
2.69K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2K+ 19.86% |
$938K - $1.02M
|
61.5K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-466- 0.42% |
$42.8K - $46.6K
|
111K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
17K+ 1.04% |
$1.56M - $1.7M
|
1.64M
$152M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
64.6K+ 35.18% |
$5.94M - $6.46M
|
248K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
425+ 59.86% |
$39.1K - $42.5K
|
1.14K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.93K+ 36.23% |
$821K - $893K
|
33.6K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.91K+ 5.16% |
$176K - $191K
|
38.9K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.22K- 7.26% |
$112K - $122K
|
15.6K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
114+ 0.78% |
$10.5K - $11.4K
|
14.8K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
13New |
$1.2K - $1.3K
|
13
$1.21K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
138+ 3.75% |
$12.7K - $13.8K
|
3.82K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
47.1K+ 5.65% |
$4.33M - $4.72M
|
881K
$81.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.04% |
$91.9 - $100
|
2.53K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
3.1KNew |
$285K - $310K
|
3.1K
$288K
|