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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
17K+ 1.04% |
$1.56M - $1.7M
|
1.64M
$143M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
64.6K+ 35.18% |
$5.94M - $6.46M
|
248K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
425+ 59.86% |
$39.1K - $42.5K
|
1.14K
$98.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.93K+ 36.23% |
$821K - $893K
|
33.6K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.91K+ 5.16% |
$176K - $191K
|
38.9K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.22K- 7.26% |
$112K - $122K
|
15.6K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
114+ 0.78% |
$10.5K - $11.4K
|
14.8K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
13New |
$1.2K - $1.3K
|
13
$1.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
138+ 3.75% |
$12.7K - $13.8K
|
3.82K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
47.1K+ 5.65% |
$4.33M - $4.72M
|
881K
$76.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.04% |
$91.9 - $100
|
2.53K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
3.1KNew |
$285K - $310K
|
3.1K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-426- 3.44% |
$39.2K - $42.6K
|
12K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-5.44K- 13.79% |
$500K - $544K
|
34K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
97.9K+ 9.47% |
$9M - $9.79M
|
1.13M
$98.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-9- 0.39% |
$827 - $900
|
2.28K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.9K+ 3.02% |
$1.1M - $1.19M
|
408K
$35.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-13.4K- 55.16% |
$1.24M - $1.34M
|
10.9K
$950K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.02K+ 7.28% |
$830K - $902K
|
133K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
273+ 4.32% |
$25.1K - $27.3K
|
6.6K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.26K+ 11.01% |
$667K - $726K
|
73.1K
$6.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-139- 0.24% |
$12.8K - $13.9K
|
56.6K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
3.36KNew |
$309K - $336K
|
3.36K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-30- 0.6% |
$2.76K - $3K
|
5K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
355+ 8.08% |
$32.6K - $35.5K
|
4.75K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-676- 3.53% |
$62.2K - $67.6K
|
18.5K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
132+ 0.5% |
$12.1K - $13.2K
|
26.5K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
130New |
$12K - $13K
|
130
$11.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
127New |
$11.7K - $12.7K
|
127
$11K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.56KNew |
$328K - $356K
|
3.56K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.62KNew |
$424K - $462K
|
4.62K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
619K+ 7.17% |
$57M - $62M
|
9.25M
$805M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.27K+ 313.02% |
$117K - $127K
|
1.68K
$146K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
20.2K+ 42.8% |
$1.85M - $2.02M
|
67.3K
$5.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
903+ 3.64% |
$83K - $90.3K
|
25.7K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
212K+ 359.46% |
$19.5M - $21.2M
|
271K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10.8K+ 108.32% |
$995K - $1.08M
|
20.8K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.17K+ 61.59% |
$292K - $317K
|
8.32K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7K+ 83.18% |
$1.16M - $1.27M
|
27.9K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-782- 0.69% |
$71.9K - $78.2K
|
113K
$9.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14.6K- 31.87% |
$1.34M - $1.46M
|
31.2K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8.1K- 50.38% |
$744K - $810K
|
7.97K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.7KNew |
$1.53M - $1.67M
|
16.7K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
490K+ 56.71% |
$45.1M - $49M
|
1.35M
$118M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
82New |
$7.54K - $8.2K
|
82
$7.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.19K+ 42.22% |
$201K - $219K
|
7.36K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
124+ 0.65% |
$11.4K - $12.4K
|
19.3K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
16+ 0.6% |
$1.47K - $1.6K
|
2.66K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10+ 0.58% |
$919 - $1K
|
1.74K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.66K- 5.25% |
$152K - $166K
|
29.9K
$2.6M
|