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
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-272- 14.88% |
$25K - $27.2K
|
1.56K
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-104- 0.17% |
$9.56K - $10.4K
|
62.4K
$5.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.3K- 29.79% |
$119K - $130K
|
3.06K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
530+ 21.81% |
$48.7K - $53K
|
2.96K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-28- 0.39% |
$2.57K - $2.8K
|
7.15K
$622K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.82K+ 51.93% |
$167K - $182K
|
5.33K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.29K+ 8.22% |
$210K - $229K
|
30.1K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-115K- 37.67% |
$10.6M - $11.5M
|
191K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.5K- 60.0% |
$1.52M - $1.65M
|
11K
$956K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-84.8K- 83.74% |
$7.8M - $8.48M
|
16.5K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-912- 17.61% |
$83.8K - $91.2K
|
4.27K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-644- 6.28% |
$59.2K - $64.4K
|
9.6K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-28- 0.63% |
$2.57K - $2.8K
|
4.44K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
5.48K+ 10.06% |
$503K - $548K
|
59.9K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.28K+ 9.47% |
$485K - $528K
|
61K
$5.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.52K- 41.07% |
$140K - $152K
|
2.18K
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.39K- 10.77% |
$127K - $139K
|
11.5K
$999K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
161KNew |
$14.8M - $16.1M
|
161K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
162+ 23.86% |
$14.9K - $16.2K
|
841
$73.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.2K- 2.34% |
$111K - $120K
|
50.2K
$4.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
7.88K+ 15.39% |
$725K - $788K
|
59.1K
$5.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.13K+ 23.67% |
$104K - $113K
|
5.89K
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-306- 1.27% |
$28.1K - $30.6K
|
23.9K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
165+ 6.56% |
$15.2K - $16.5K
|
2.68K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 19.47% |
$187K - $203K
|
12.5K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.4K+ 16.64% |
$1.04M - $1.14M
|
79.6K
$6.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-390- 34.15% |
$35.9K - $39K
|
752
$65.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.57% |
$1.29K - $1.4K
|
2.45K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.8K+ 4.55% |
$533K - $580K
|
133K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.21K+ 3.17% |
$387K - $421K
|
137K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.89K- 1.7% |
$266K - $289K
|
167K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-4.9K- 44.15% |
$450K - $490K
|
6.2K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.52KNew |
$324K - $352K
|
3.52K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-36- 0.54% |
$3.31K - $3.6K
|
6.69K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.2K+ 6.82% |
$570K - $620K
|
97.2K
$8.45M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.17K+ 13.76% |
$476K - $517K
|
42.8K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-419- 1.72% |
$38.5K - $41.9K
|
24K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.5K+ 4.99% |
$690K - $750K
|
158K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.14K- 0.94% |
$105K - $114K
|
121K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.12KNew |
$286K - $312K
|
3.12K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.5K+ 6.38% |
$1.52M - $1.65M
|
275K
$23.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$736 - $800
|
8
$696
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.47K+ 7.08% |
$502K - $547K
|
82.7K
$7.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.3K+ 17.62% |
$2.32M - $2.53M
|
169K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.9KNew |
$267K - $290K
|
2.9K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.66K+ 979.61% |
$888K - $966K
|
10.6K
$926K
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
98.2K+ 658.0% |
$9.03M - $9.83M
|
113K
$9.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.59% |
$3.59K - $3.9K
|
6.61K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
764+ 29.27% |
$70.2K - $76.4K
|
3.37K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
117+ 4.28% |
$10.8K - $11.7K
|
2.85K
$248K
|