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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
4.07KNew |
$367K - $392K
|
4.07K
$413K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
806New |
$72.5K - $77.6K
|
806
$81.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
40New |
$3.6K - $3.85K
|
40
$4.05K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
78New |
$7.02K - $7.51K
|
78
$7.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-15- 4.25% |
$1.35K - $1.44K
|
338
$34.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
1.88MNew |
$169M - $181M
|
1.88M
$190M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.84KNew |
$525K - $562K
|
5.84K
$591K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
110+ 157.14% |
$9.9K - $10.6K
|
180
$18.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-550- 14.86% |
$49.5K - $53K
|
3.15K
$319K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-331- 9.43% |
$29.8K - $31.9K
|
3.18K
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
7New |
$630 - $674
|
7
$709
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 29.17% |
$1.26K - $1.35K
|
62
$6.28K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$90 - $96.3
|
4.91K
$497K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-39- 28.06% |
$3.51K - $3.76K
|
100
$10.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
240New |
$21.6K - $23.1K
|
240
$24.3K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
118New |
$10.6K - $11.4K
|
118
$12K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
595+ 14.54% |
$53.6K - $57.3K
|
4.69K
$475K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-19.4K- 98.92% |
$1.74M - $1.86M
|
212
$21.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.77% |
$2.25K - $2.41K
|
3.23K
$327K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-201- 3.31% |
$18.1K - $19.4K
|
5.87K
$594K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
17.5KNew |
$1.58M - $1.69M
|
17.5K
$1.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
74New |
$6.66K - $7.13K
|
74
$7.5K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-10.4K- 15.87% |
$940K - $1.01M
|
55.4K
$5.61M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-338- 78.79% |
$30.4K - $32.6K
|
91
$9.22K
|
|
| Q4 2024 | |||||||
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
2.73KNew |
$251K - $273K
|
2.73K
$276K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
4.22KNew |
$388K - $422K
|
4.22K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
13New |
$1.2K - $1.3K
|
13
$1.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
3.1KNew |
$285K - $310K
|
3.1K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-13.4K- 55.16% |
$1.24M - $1.34M
|
10.9K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
130New |
$12K - $13K
|
130
$13.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
127New |
$11.7K - $12.7K
|
127
$12.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8.1K- 50.38% |
$744K - $810K
|
7.97K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
82New |
$7.54K - $8.2K
|
82
$8.31K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-272- 14.88% |
$25K - $27.2K
|
1.56K
$158K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.52K- 41.07% |
$140K - $152K
|
2.18K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
161KNew |
$14.8M - $16.1M
|
161K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 19.47% |
$187K - $203K
|
12.5K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.9KNew |
$267K - $290K
|
2.9K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.66K+ 979.61% |
$888K - $966K
|
10.6K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
488New |
$44.9K - $48.8K
|
488
$49.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.25% |
$91.9 - $100
|
405
$41K
|
|
|
Feb 12, 2025
Q4 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
20KNew |
$1.84M - $2M
|
20K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.24M- 98.92% |
$206M - $224M
|
24.5K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
7.7KNew |
$708K - $770K
|
7.7K
$780K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
31New |
$2.85K - $3.1K
|
31
$3.14K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.54KNew |
$233K - $254K
|
2.54K
$257K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
3.05KNew |
$280K - $305K
|
3.05K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
44+ 1.53% |
$4.05K - $4.4K
|
2.92K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
133+ 1.81% |
$12.2K - $13.3K
|
7.5K
$760K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-192- 80.0% |
$17.7K - $19.2K
|
48
$4.86K
|
|