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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.38K+ 23.78% |
$130K - $138K
|
7.18K
$728K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.43K+ 0.47% |
$323K - $343K
|
737K
$74.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
670+ 12.61% |
$63.1K - $67K
|
5.98K
$606K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.46K+ 25.85% |
$137K - $146K
|
7.09K
$719K
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-167- 3.17% |
$15.7K - $16.7K
|
5.09K
$516K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
6.97K+ 9.4% |
$656K - $697K
|
81.1K
$8.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-758- 2.66% |
$71.4K - $75.8K
|
27.8K
$2.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.28K+ 56.89% |
$403K - $427K
|
11.8K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
648K+ 4.26% |
$61M - $64.7M
|
15.8M
$1.6B
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.15K- 7.81% |
$390K - $414K
|
48.9K
$4.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.3K+ 53.34% |
$1.44M - $1.53M
|
44K
$4.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9+ 0.22% |
$848 - $900
|
4.11K
$417K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.3K+ 16.28% |
$2.01M - $2.13M
|
152K
$15.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 3.18% |
$133K - $141K
|
42.9K
$4.35M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.87% |
$3.11K - $3.3K
|
3.83K
$388K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
208KNew |
$19.6M - $20.8M
|
208K
$21.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
4.23KNew |
$398K - $423K
|
4.23K
$428K
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-164- 1.66% |
$15.4K - $16.4K
|
9.73K
$986K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.1KNew |
$198K - $210K
|
2.1K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-741- 14.71% |
$69.8K - $74.1K
|
4.3K
$435K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-125K- 93.92% |
$11.8M - $12.5M
|
8.11K
$822K
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
471New |
$44.4K - $47.1K
|
471
$47.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-13- 0.35% |
$1.22K - $1.3K
|
3.72K
$377K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-86- 4.93% |
$8.1K - $8.6K
|
1.66K
$168K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.65K+ 60.63% |
$438K - $465K
|
12.3K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
660+ 6.55% |
$62.2K - $66K
|
10.7K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
21.6KNew |
$2.03M - $2.16M
|
21.6K
$2.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.66K+ 1.62% |
$533K - $565K
|
355K
$36M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
120+ 2.59% |
$11.3K - $12K
|
4.76K
$482K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-135- 4.82% |
$12.7K - $13.5K
|
2.67K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
11+ 0.51% |
$1.04K - $1.1K
|
2.18K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-121- 5.38% |
$11.4K - $12.1K
|
2.13K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
91.9K+ 12.78% |
$8.65M - $9.19M
|
811K
$82.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-477- 2.9% |
$44.9K - $47.7K
|
16K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.67KNew |
$158K - $167K
|
1.67K
$170K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-7.39K- 25.18% |
$696K - $738K
|
22K
$2.22M
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-84- 0.77% |
$7.91K - $8.4K
|
10.8K
$1.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
485+ 0.34% |
$45.7K - $48.5K
|
145K
$14.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
13.3KNew |
$1.26M - $1.33M
|
13.3K
$1.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
149+ 0.2% |
$14K - $14.9K
|
76.3K
$7.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2K+ 1.58% |
$188K - $200K
|
128K
$13M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8- 0.03% |
$753 - $800
|
22.9K
$2.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
284+ 1.99% |
$26.7K - $28.4K
|
14.6K
$1.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.32K- 2.31% |
$219K - $232K
|
98.3K
$9.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-514- 1.5% |
$48.4K - $51.4K
|
33.7K
$3.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-500- 19.42% |
$47.1K - $50K
|
2.08K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-156- 0.71% |
$14.7K - $15.6K
|
21.9K
$2.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-17- 1.5% |
$1.6K - $1.7K
|
1.12K
$113K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
289+ 4.96% |
$27.2K - $28.9K
|
6.12K
$620K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-600- 6.1% |
$56.5K - $60K
|
9.23K
$935K
|
|