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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
330+ 1.89% |
$31.1K - $33K
|
17.8K
$1.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-42.5K- 26.64% |
$4.01M - $4.25M
|
117K
$11.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.2K+ 11.14% |
$1.34M - $1.42M
|
142K
$14.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-8.23K- 53.28% |
$775K - $823K
|
7.22K
$731K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.7K+ 3.95% |
$160K - $169K
|
44.6K
$4.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
320+ 6.55% |
$30.1K - $32K
|
5.2K
$527K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
1.85K+ 17.76% |
$174K - $185K
|
12.3K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26+ 650.0% |
$2.45K - $2.6K
|
30
$3.04K
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-26- 0.97% |
$2.45K - $2.6K
|
2.66K
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
104+ 3.78% |
$9.79K - $10.4K
|
2.86K
$289K
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-513- 0.45% |
$48.3K - $51.3K
|
114K
$11.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14.9K+ 9.71% |
$1.4M - $1.49M
|
168K
$17.1M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-16- 0.16% |
$1.51K - $1.6K
|
9.73K
$986K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.8K- 1.3% |
$263K - $279K
|
212K
$21.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-139- 1.3% |
$13.1K - $13.9K
|
10.5K
$1.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-455- 16.65% |
$42.8K - $45.5K
|
2.28K
$231K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4.5KNew |
$424K - $450K
|
4.5K
$456K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
24.2K+ 0.68% |
$2.28M - $2.41M
|
3.6M
$365M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
2.11KNew |
$198K - $210K
|
2.11K
$213K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
18+ 0.16% |
$1.7K - $1.8K
|
11K
$1.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-18K- 84.57% |
$1.69M - $1.8M
|
3.28K
$332K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-481- 38.95% |
$45.3K - $48.1K
|
754
$76.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-944- 9.57% |
$88.9K - $94.4K
|
8.92K
$904K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-179- 84.04% |
$16.9K - $17.9K
|
34
$3.44K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.22K- 1.56% |
$303K - $322K
|
204K
$20.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
37+ 0.75% |
$3.48K - $3.7K
|
4.98K
$504K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-149- 4.41% |
$14K - $14.9K
|
3.23K
$327K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.57K+ 114.02% |
$336K - $357K
|
6.7K
$679K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
61.6K+ 6.08% |
$5.8M - $6.15M
|
1.07M
$109M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-181K- 43.66% |
$17.1M - $18.1M
|
234K
$23.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
976+ 1.29% |
$91.9K - $97.6K
|
76.8K
$7.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-142- 2.01% |
$13.4K - $14.2K
|
6.94K
$703K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-985- 3.4% |
$92.8K - $98.5K
|
28K
$2.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.02K+ 5.83% |
$378K - $402K
|
72.9K
$7.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
173+ 7.55% |
$16.3K - $17.3K
|
2.46K
$250K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
55+ 1.69% |
$5.18K - $5.5K
|
3.32K
$336K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-113K- 8.13% |
$10.6M - $11.3M
|
1.28M
$129M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-100- 0.61% |
$9.42K - $10K
|
16.4K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
30+ 0.39% |
$2.83K - $3K
|
7.71K
$781K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-188- 4.29% |
$17.7K - $18.8K
|
4.19K
$425K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.64K- 5.02% |
$248K - $263K
|
49.8K
$5.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9+ 0.52% |
$848 - $900
|
1.75K
$178K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.56K+ 37.26% |
$241K - $255K
|
9.41K
$954K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.17K+ 5.01% |
$110K - $116K
|
24.4K
$2.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-9- 0.21% |
$848 - $900
|
4.35K
$441K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$94.2 - $100
|
2.49K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.74K- 39.51% |
$164K - $174K
|
2.67K
$270K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.05K+ 7.77% |
$193K - $204K
|
28.4K
$2.87M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
323+ 10.64% |
$30.4K - $32.3K
|
3.36K
$340K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
11+ 0.44% |
$1.04K - $1.1K
|
2.5K
$253K
|
|