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 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 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-193- 3.72% |
$18.9K - $19.8K
|
5K
$506K
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-149- 2.75% |
$14.6K - $15.3K
|
5.27K
$534K
|
|
|
Jan 13, 2026
Q4 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
330+ 0.11% |
$32.3K - $33.8K
|
300K
$30.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-539- 26.04% |
$52.8K - $55.3K
|
1.53K
$155K
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 5.7% |
$226K - $237K
|
42.9K
$4.34M
|
|
|
Jan 13, 2026
Q4 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-4.79K- 2.41% |
$470K - $492K
|
194K
$19.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-612- 1.85% |
$60K - $62.8K
|
32.5K
$3.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-46- 0.46% |
$4.51K - $4.72K
|
10.1K
$1.02M
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.15K+ 1.56% |
$113K - $118K
|
74.8K
$7.58M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-433- 0.49% |
$42.4K - $44.4K
|
87.3K
$8.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
209+ 8.01% |
$20.5K - $21.4K
|
2.82K
$285K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.95K- 2.52% |
$289K - $302K
|
114K
$11.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-24- 0.87% |
$2.35K - $2.46K
|
2.72K
$276K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.31% |
$196 - $205
|
656
$66.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-723- 1.77% |
$70.9K - $74.2K
|
40.1K
$4.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
41.4K+ 3.99% |
$4.06M - $4.25M
|
1.08M
$110M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-38- 1.67% |
$3.72K - $3.9K
|
2.23K
$226K
|
|
|
Jan 12, 2026
Q4 2025
|
Tl Private Wealth
|
SELL
|
- |
-1.53K- 7.8% |
$149K - $156K
|
18K
$1.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 3.22% |
$228K - $238K
|
74.5K
$7.55M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
139+ 3.0% |
$13.6K - $14.3K
|
4.77K
$483K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
72New |
$7.06K - $7.38K
|
72
$7.3K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5+ 0.52% |
$490 - $513
|
964
$97.7K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12+ 0.06% |
$1.18K - $1.23K
|
19.7K
$2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.58K- 1.44% |
$645K - $675K
|
451K
$45.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
9.2K+ 3.39% |
$901K - $943K
|
280K
$28.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11+ 0.55% |
$1.08K - $1.13K
|
2.02K
$204K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.64K- 47.65% |
$357K - $374K
|
4K
$406K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 1.95% |
$106K - $111K
|
54.2K
$5.49M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.2K- 12.08% |
$1.29M - $1.35M
|
95.9K
$9.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
721+ 3.1% |
$70.7K - $73.9K
|
24K
$2.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.42K- 2.95% |
$139K - $146K
|
46.7K
$4.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
67+ 0.54% |
$6.57K - $6.87K
|
12.6K
$1.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
24KNew |
$2.35M - $2.46M
|
24K
$2.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
276+ 9.65% |
$27K - $28.3K
|
3.14K
$318K
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-13- 0.34% |
$1.27K - $1.33K
|
3.79K
$384K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8+ 0.15% |
$784 - $820
|
5.21K
$528K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
162+ 1.11% |
$15.9K - $16.6K
|
14.7K
$1.49M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.7K+ 123.35% |
$1.05M - $1.1M
|
19.4K
$1.96M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
300New |
$29.4K - $30.8K
|
300
$30.4K
|
|