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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
70New |
$5.7K - $6.62K
|
70
$7.09K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
5.14KNew |
$419K - $487K
|
5.14K
$521K
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
4.62KNew |
$376K - $437K
|
4.62K
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
275New |
$22.4K - $26K
|
275
$27.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-303- 20.56% |
$24.7K - $28.7K
|
1.17K
$119K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
149New |
$12.1K - $14.1K
|
149
$15.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.25% |
$163 - $189
|
803
$81.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
282New |
$23K - $26.7K
|
282
$28.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.98K+ 1.92% |
$487K - $566K
|
317K
$32.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
258New |
$21K - $24.4K
|
258
$26.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-491- 4.93% |
$40K - $46.5K
|
9.46K
$959K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.23KNew |
$508K - $590K
|
6.23K
$632K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-27- 0.59% |
$2.2K - $2.56K
|
4.57K
$463K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3- 0.08% |
$244 - $284
|
3.96K
$401K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-984- 15.79% |
$80.2K - $93.1K
|
5.25K
$532K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
27+ 0.46% |
$2.2K - $2.56K
|
5.92K
$599K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-53- 1.34% |
$4.32K - $5.02K
|
3.9K
$395K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
108+ 450.0% |
$8.8K - $10.2K
|
132
$13.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-482- 9.46% |
$39.3K - $45.6K
|
4.61K
$467K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-343- 9.24% |
$27.9K - $32.5K
|
3.37K
$341K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-68- 68.0% |
$5.54K - $6.43K
|
32
$3.24K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-335- 9.32% |
$27.3K - $31.7K
|
3.26K
$330K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.98KNew |
$324K - $376K
|
3.98K
$403K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6New |
$489 - $568
|
6
$608
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
900+ 28.39% |
$73.3K - $85.2K
|
4.07K
$412K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.49KNew |
$203K - $236K
|
2.49K
$253K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.77K- 38.0% |
$144K - $167K
|
2.89K
$292K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65.6K+ 54.62% |
$5.34M - $6.2M
|
186K
$18.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
5.7K+ 9.01% |
$464K - $540K
|
69K
$6.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-65- 16.8% |
$5.29K - $6.15K
|
322
$32.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
94+ 0.46% |
$7.66K - $8.9K
|
20.3K
$2.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-801- 13.71% |
$65.2K - $75.8K
|
5.04K
$511K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
83+ 1037.5% |
$6.76K - $7.85K
|
91
$9.22K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.89KNew |
$317K - $368K
|
3.89K
$394K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-125- 24.32% |
$10.2K - $11.8K
|
389
$39.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
494+ 1.95% |
$40.2K - $46.7K
|
25.9K
$2.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.3KNew |
$105K - $123K
|
1.3K
$131K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4KNew |
$326K - $379K
|
4K
$406K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.36KNew |
$193K - $224K
|
2.36K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3K+ 78.86% |
$244K - $284K
|
6.8K
$689K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-254- 1.12% |
$20.7K - $24K
|
22.5K
$2.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5+ 0.09% |
$407 - $473
|
5.51K
$558K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.48% |
$978 - $1.14K
|
2.51K
$255K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-216- 9.19% |
$17.6K - $20.4K
|
2.13K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
558New |
$45.5K - $52.8K
|
558
$56.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
532+ 21.52% |
$43.3K - $50.3K
|
3K
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-464- 5.45% |
$37.8K - $43.9K
|
8.06K
$816K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
16.5KNew |
$1.34M - $1.56M
|
16.5K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
123+ 219.64% |
$10K - $11.6K
|
179
$18.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-146- 5.46% |
$11.9K - $13.8K
|
2.53K
$256K
|
|