Latest Institutional Transactions on Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

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 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
600
New
$43.6K - $47K
600 $55.2K
Aug 09, 2023 Q2 2023
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-6
- 2.11%
$436 - $470
279 $25.7K
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
SELL
 -
-96
- 2.1%
$6.97K - $7.51K
4.48K $412K
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
66
New
$4.79K - $5.17K
66 $6.07K
Aug 09, 2023 Q2 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
16K
New
$1.16M - $1.25M
16K $1.47M
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
SELL
 -
-124
- 2.43%
$9.01K - $9.7K
4.99K $459K
Aug 08, 2023 Q2 2023
Bradley Foster & Sargent Inc

Hartford, CT
SELL
 -
-150
- 3.08%
$10.9K - $11.7K
4.73K $435K
Aug 07, 2023 Q2 2023
Syntal Capital Partners, LLC

Midland, TX
SELL
 -
-230
- 7.16%
$16.7K - $18K
2.98K $274K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

SELL
 -
-595
- 11.08%
$43.2K - $46.6K
4.77K $439K
Aug 04, 2023 Q2 2023
Seascape Capital Management

Portsmouth, NH
SELL
 -
-2K
- 16.7%
$145K - $157K
9.98K $918K
Aug 03, 2023 Q2 2023
Optimum Investment Advisors

SELL
 -
-400
- 13.33%
$29.1K - $31.3K
2.6K $239K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-40
- 2.23%
$2.91K - $3.13K
1.75K $161K
Aug 03, 2023 Q2 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
12
+ 0.34%
$872 - $939
3.54K $325K
Aug 02, 2023 Q2 2023
Wealthstream Advisors, Inc.

BUY
 -
3.94K
New
$286K - $308K
3.94K $362K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
16.9K
+ 887.55%
$1.23M - $1.32M
18.8K $1.73M
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
10.1K
+ 1942.31%
$734K - $790K
10.6K $977K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
3
+ 0.35%
$218 - $235
858 $78.9K
Jul 21, 2023 Q2 2023
First Command Advisory Services, Inc.

BUY
 -
133
New
$9.66K - $10.4K
133 $12.2K
Jul 18, 2023 Q2 2023
Prudent Investors Network, Inc.

Lake Forest, CA
BUY
 -
5.58K
New
$405K - $436K
5.58K $513K
Jul 18, 2023 Q2 2023
Members Trust CO

BUY
 -
2.64K
New
$192K - $206K
2.64K $243K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
232
New
$16.9K - $18.2K
232 $21.3K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-173
- 4.67%
$12.6K - $13.5K
3.53K $325K
Jul 11, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
4.19K
New
$304K - $328K
4.19K $385K
Jul 10, 2023 Q2 2023
Rise Advisors, LLC

BUY
 -
1
+ 2.63%
$72.7 - $78.3
39 $3.59K
Jul 07, 2023 Q2 2023
Independence Bank Of Kentucky

BUY
 -
100
New
$7.27K - $7.83K
100 $9.2K
Jul 07, 2023 Q2 2023
Soa Wealth Advisors, Llc.

BUY
 -
3
+ 0.39%
$218 - $235
770 $70.8K
Q1 2023
Feb 28, 2024 Q1 2023
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
19
New
$1.33K - $1.48K
19 $1.75K
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
SELL
 -
-300
Closed
$21.1K - $23.4K
0 $0
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
343
New
$24.1K - $26.7K
343 $31.5K
May 17, 2023 Q1 2023
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-8.52K
- 98.64%
$598K - $663K
117 $10.8K
May 15, 2023 Q1 2023
Spears Abacus Advisors LLC

BUY
 -
4.51K
New
$317K - $351K
4.51K $415K
May 15, 2023 Q1 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
1.2K
New
$84.3K - $93.4K
1.2K $110K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-85
- 17.67%
$5.97K - $6.62K
396 $36.4K
May 15, 2023 Q1 2023
Becker Capital Management Inc

BUY
 -
4.79K
New
$336K - $373K
4.79K $440K
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
2.76K
New
$194K - $215K
2.76K $254K
May 12, 2023 Q1 2023
Delta Asset Management LLC

Memphis, TN
BUY
 -
3
New
$211 - $234
3 $276
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
337
New
$23.7K - $26.2K
337 $31K
May 12, 2023 Q1 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
22
+ 0.18%
$1.54K - $1.71K
12K $1.1M
May 12, 2023 Q1 2023
Ckw Financial Group

BUY
 -
2.72K
+ 10.13%
$191K - $212K
29.6K $2.72M
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
SELL
 -
-4.21K
- 26.48%
$296K - $328K
11.7K $1.08M
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
170
+ 531.25%
$11.9K - $13.2K
202 $18.6K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
43
New
$3.02K - $3.35K
43 $3.95K
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
3.69K
New
$259K - $287K
3.69K $339K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-5.07K
- 89.19%
$356K - $394K
614 $56.5K
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
900
New
$63.2K - $70.1K
900 $82.8K
May 10, 2023 Q1 2023
Graham Capital Wealth Management, LLC

Washington D.C., DC
BUY
 -
1.85K
New
$130K - $144K
1.85K $170K
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
SELL
 -
-42
- 0.49%
$2.95K - $3.27K
8.57K $788K
May 08, 2023 Q1 2023
South State Corp

SELL
 -
-22
- 22.22%
$1.54K - $1.71K
77 $7.08K
May 04, 2023 Q1 2023
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
414
New
$29.1K - $32.2K
414 $38.1K

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