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 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
|
Spire Wealth Management
|
SELL
|
- |
-945- 1.76% |
$89K - $94.5K
|
52.7K
$5.34M
|
|
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.12K- 7.27% |
$106K - $112K
|
14.3K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
154+ 0.42% |
$14.5K - $15.4K
|
37.1K
$3.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-182- 0.38% |
$17.1K - $18.2K
|
47.6K
$4.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-81.6K- 18.4% |
$7.68M - $8.16M
|
362K
$36.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.24K+ 0.12% |
$494K - $524K
|
4.49M
$455M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.72K+ 4.54% |
$256K - $272K
|
62.7K
$6.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-657- 15.49% |
$61.9K - $65.7K
|
3.58K
$363K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
223+ 0.83% |
$21K - $22.3K
|
27.1K
$2.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10+ 0.33% |
$942 - $1K
|
3.08K
$312K
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
88+ 3.63% |
$8.29K - $8.8K
|
2.51K
$254K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.01KNew |
$190K - $201K
|
2.01K
$204K
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.71K+ 1.23% |
$161K - $170K
|
140K
$14.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.7K+ 1.9% |
$1.1M - $1.17M
|
625K
$63.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-11.2K- 22.42% |
$1.06M - $1.12M
|
38.8K
$3.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-307- 69.3% |
$28.9K - $30.7K
|
136
$13.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.9KNew |
$2.44M - $2.59M
|
25.9K
$2.63M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-807- 1.04% |
$76K - $80.7K
|
76.5K
$7.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.05K- 0.37% |
$193K - $204K
|
544K
$55.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
437+ 7.64% |
$41.2K - $43.7K
|
6.16K
$624K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.17K+ 1.53% |
$110K - $117K
|
77.5K
$7.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.46% |
$753 - $800
|
1.74K
$176K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
818New |
$77K - $81.8K
|
818
$82.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
463New |
$43.6K - $46.3K
|
463
$46.9K
|
|