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 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
569+ 2.3% |
$53.6K - $56.9K
|
25.3K
$2.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
709+ 1.4% |
$66.8K - $70.9K
|
51.3K
$5.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
431+ 0.45% |
$40.6K - $43.1K
|
96.1K
$9.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-155- 1.17% |
$14.6K - $15.5K
|
13.1K
$1.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 1.14% |
$94.2 - $100
|
89
$9.02K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
194+ 0.12% |
$18.3K - $19.4K
|
160K
$16.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.23% |
$471 - $500
|
2.22K
$225K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.15K- 8.15% |
$108K - $115K
|
13K
$1.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
946+ 10.29% |
$89.1K - $94.6K
|
10.1K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
28New |
$2.64K - $2.8K
|
28
$2.84K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.17% |
$565 - $600
|
3.48K
$353K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
137K+ 2.83% |
$12.9M - $13.7M
|
4.99M
$506M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-145- 1.09% |
$13.7K - $14.5K
|
13.2K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.76KNew |
$260K - $275K
|
2.76K
$279K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-63- 2.77% |
$5.93K - $6.3K
|
2.21K
$224K
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 7.77% |
$275K - $292K
|
40.6K
$4.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
37New |
$3.48K - $3.7K
|
37
$3.75K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-15.3K- 19.91% |
$1.44M - $1.53M
|
61.4K
$6.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.04KNew |
$192K - $204K
|
2.04K
$207K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.38K+ 40.29% |
$412K - $438K
|
15.2K
$1.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$283 - $300
|
3.47K
$351K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.07K+ 4.63% |
$101K - $107K
|
24.2K
$2.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
53New |
$4.99K - $5.3K
|
53
$5.37K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22+ 0.23% |
$2.07K - $2.2K
|
9.59K
$972K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
196+ 0.78% |
$18.5K - $19.6K
|
25.4K
$2.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-413- 0.45% |
$38.9K - $41.3K
|
91K
$9.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-53.2K- 7.87% |
$5.01M - $5.32M
|
623K
$63.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-419- 11.95% |
$39.5K - $41.9K
|
3.09K
$313K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-159- 1.65% |
$15K - $15.9K
|
9.5K
$962K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-349- 92.33% |
$32.9K - $34.9K
|
29
$2.94K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
28+ 0.47% |
$2.64K - $2.8K
|
5.97K
$605K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
22New |
$2.07K - $2.2K
|
22
$2.23K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-989- 2.9% |
$93.1K - $98.9K
|
33.1K
$3.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.4K+ 22.25% |
$415K - $440K
|
24.2K
$2.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
842+ 122.21% |
$79.3K - $84.2K
|
1.53K
$155K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
18+ 0.24% |
$1.7K - $1.8K
|
7.45K
$755K
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.83K+ 0.93% |
$172K - $183K
|
199K
$20.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-698- 1.1% |
$65.7K - $69.8K
|
62.7K
$6.35M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6.01K+ 3.74% |
$566K - $601K
|
167K
$16.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
424+ 1.8% |
$39.9K - $42.4K
|
23.9K
$2.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
30+ 25.0% |
$2.83K - $3K
|
150
$15.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.36K- 44.25% |
$128K - $135K
|
1.71K
$173K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
40+ 0.67% |
$3.77K - $4K
|
6.05K
$613K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
853+ 25.29% |
$80.3K - $85.3K
|
4.23K
$428K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.07KNew |
$195K - $207K
|
2.07K
$210K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44.4K+ 1713.97% |
$4.18M - $4.44M
|
47K
$4.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
271+ 0.37% |
$25.5K - $27.1K
|
73.7K
$7.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-39- 6.0% |
$3.67K - $3.9K
|
611
$61.9K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
9.54K+ 129.48% |
$898K - $953K
|
16.9K
$1.71M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-797- 70.1% |
$75.1K - $79.7K
|
340
$34.4K
|
|