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 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
390New |
$28K - $30.2K
|
390
$35.9K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.05KClosed |
$219K - $236K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-400Closed |
$28.7K - $31K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
252New |
$18.1K - $19.5K
|
252
$23.2K
|
|
| Q4 2021 | |||||||
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
447New |
$31.8K - $34.2K
|
447
$41.1K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
108New |
$7.68K - $8.26K
|
108
$9.93K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
48New |
$3.41K - $3.67K
|
48
$4.41K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
4New |
$285 - $306
|
4
$368
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-778Closed |
$55.3K - $59.5K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-36Closed |
$2.56K - $2.75K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-34Closed |
$2.42K - $2.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
10New |
$711 - $765
|
10
$920
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-304Closed |
$21.6K - $23.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-29KClosed |
$2.06M - $2.22M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-34- 30.36% |
$2.42K - $2.6K
|
78
$7.17K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-169Closed |
$12K - $12.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$7.11K - $7.65K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.28KClosed |
$90.7K - $97.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
32New |
$2.28K - $2.45K
|
32
$2.94K
|
|
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-70.1KClosed |
$4.98M - $5.36M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.16KNew |
$225K - $241K
|
3.16K
$290K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-279Closed |
$19.8K - $21.3K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-326Closed |
$23.2K - $24.9K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-699Closed |
$49.7K - $53.4K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.02KClosed |
$72.8K - $78.3K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-40Closed |
$2.85K - $3.06K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
36New |
$2.56K - $2.75K
|
36
$3.31K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
236New |
$16.8K - $18K
|
236
$21.7K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-137Closed |
$9.74K - $10.5K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-49.4KClosed |
$3.46M - $3.66M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-339Closed |
$23.7K - $25.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.17KClosed |
$152K - $161K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.05KClosed |
$143K - $152K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-54Closed |
$3.78K - $4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-690Closed |
$48.3K - $51.1K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
374New |
$26.2K - $27.7K
|
374
$34.4K
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-46.1KClosed |
$3.22M - $3.42M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-3Closed |
$210 - $222
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.76KClosed |
$123K - $131K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-200Closed |
$14K - $14.8K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-54.3KClosed |
$3.8M - $4.03M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-54.3KClosed |
$3.8M - $4.03M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.38KClosed |
$446K - $473K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-45.7KClosed |
$3.2M - $3.39M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-632Closed |
$43.9K - $46.7K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-986Closed |
$68.4K - $72.8K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.4KClosed |
$236K - $251K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-223KClosed |
$15.5M - $16.5M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
CALL |
3.1KNew |
$215K - $229K
|
3.1K
$285K
|
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.94KClosed |
$273K - $291K
|
0
$0
|
|