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 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
18.2K+ 2.23% |
$1.72M - $1.82M
|
837K
$84.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
5.47K+ 8.02% |
$515K - $546K
|
73.6K
$7.46M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-136- 55.97% |
$12.8K - $13.6K
|
107
$10.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.24K+ 4.03% |
$117K - $124K
|
32.1K
$3.25M
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
9+ 0.02% |
$848 - $900
|
58.2K
$5.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
14.9K+ 3.98% |
$1.4M - $1.49M
|
389K
$39.4M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
2.46K+ 39.21% |
$232K - $246K
|
8.73K
$885K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
6.59KNew |
$621K - $659K
|
6.59K
$668K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.6K+ 5.81% |
$6.16M - $7.15M
|
1.38M
$139M
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
10.9K+ 15.21% |
$888K - $1.03M
|
82.5K
$8.36M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.18K+ 10.06% |
$259K - $301K
|
34.8K
$3.53M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2+ 0.45% |
$163 - $189
|
444
$45K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
539New |
$43.9K - $51K
|
539
$54.6K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.6K+ 66.5% |
$131K - $152K
|
4.02K
$407K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.11KNew |
$171K - $199K
|
2.11K
$213K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
264New |
$21.5K - $25K
|
264
$26.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-64- 28.19% |
$5.21K - $6.06K
|
163
$16.5K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-108- 50.0% |
$8.8K - $10.2K
|
108
$10.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-410- 8.19% |
$33.4K - $38.8K
|
4.59K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 2.05% |
$147K - $170K
|
85.8K
$8.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
359+ 520.29% |
$29.2K - $34K
|
428
$43.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
3.97KNew |
$323K - $375K
|
3.97K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-76- 1.3% |
$6.19K - $7.19K
|
5.79K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.12K- 73.63% |
$580K - $674K
|
2.55K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.4K- 56.36% |
$2.15M - $2.5M
|
20.4K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
151New |
$12.3K - $14.3K
|
151
$15.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.8K+ 100.97% |
$3.08M - $3.57M
|
75.2K
$7.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.48K+ 46.21% |
$365K - $424K
|
14.2K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
23.4K+ 190.23% |
$1.9M - $2.21M
|
35.7K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-47K- 94.38% |
$3.83M - $4.45M
|
2.8K
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
117New |
$9.53K - $11.1K
|
117
$11.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
526+ 14.68% |
$42.8K - $49.8K
|
4.11K
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
2.49KNew |
$203K - $236K
|
2.49K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
32KNew |
$2.61M - $3.03M
|
32K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
210+ 5.53% |
$17.1K - $19.9K
|
4.01K
$406K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-150- 11.34% |
$12.2K - $14.2K
|
1.17K
$119K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-180- 15.69% |
$14.7K - $17K
|
967
$98K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.18K+ 96.23% |
$341K - $396K
|
8.53K
$864K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-838- 69.66% |
$68.3K - $79.3K
|
365
$37K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
39New |
$3.18K - $3.69K
|
39
$3.95K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
3New |
$244 - $284
|
3
$304
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.16KNew |
$94.3K - $110K
|
1.16K
$117K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-466- 1.39% |
$38K - $44.1K
|
33K
$3.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
108+ 26.02% |
$8.8K - $10.2K
|
523
$53K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-575- 5.68% |
$46.8K - $54.4K
|
9.54K
$967K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.92K+ 3.43% |
$400K - $465K
|
148K
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.62K+ 9364.29% |
$214K - $248K
|
2.65K
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.79K- 18.37% |
$553K - $643K
|
30.2K
$3.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-864- 13.45% |
$70.4K - $81.8K
|
5.56K
$563K
|
|