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 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.7K+ 6.25% |
$986K - $1.07M
|
182K
$15.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-54- 0.21% |
$4.96K - $5.4K
|
25.6K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-192- 80.0% |
$17.7K - $19.2K
|
48
$4.17K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
2+ 0.08% |
$184 - $200
|
2.58K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-522- 7.95% |
$48K - $52.2K
|
6.04K
$525K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.7K+ 10.54% |
$3.29M - $3.57M
|
375K
$32.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.35K+ 1.79% |
$767K - $835K
|
474K
$41.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
469K+ 3.52% |
$43.2M - $47M
|
13.8M
$1.2B
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-228- 6.27% |
$21K - $22.8K
|
3.41K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
612+ 26.82% |
$56.3K - $61.2K
|
2.89K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
653+ 10.86% |
$60K - $65.3K
|
6.67K
$580K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-35- 0.41% |
$3.22K - $3.5K
|
8.42K
$732K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.66K+ 28.96% |
$153K - $166K
|
7.39K
$642K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
76.3K+ 324.79% |
$7.02M - $7.64M
|
99.8K
$8.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
52.8K+ 252.16% |
$4.85M - $5.28M
|
73.7K
$6.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
12.2KNew |
$1.12M - $1.22M
|
12.2K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
16New |
$1.47K - $1.6K
|
16
$1.39K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 1.28% |
$9.19K - $10K
|
7.7K
$669K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.8K+ 5.28% |
$7.07M - $7.69M
|
1.53M
$133M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.81K+ 1.18% |
$259K - $281K
|
241K
$21M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-793- 6.16% |
$72.9K - $79.3K
|
12.1K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1K- 8.51% |
$92.3K - $100K
|
10.8K
$938K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.89KNew |
$266K - $289K
|
2.89K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.05K- 4.07% |
$465K - $506K
|
119K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-135- 9.9% |
$12.4K - $13.5K
|
1.23K
$107K
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
15.1K+ 6.08% |
$1.39M - $1.51M
|
263K
$22.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
71.8K+ 14.97% |
$6.6M - $7.18M
|
551K
$47.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
139+ 4.08% |
$12.8K - $13.9K
|
3.55K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-20- 0.43% |
$1.84K - $2K
|
4.66K
$405K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-50- 1.55% |
$4.6K - $5K
|
3.17K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
799+ 0.89% |
$73.5K - $79.9K
|
90.7K
$7.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-499K- 61.37% |
$45.9M - $49.9M
|
314K
$27.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.56K- 41.35% |
$327K - $356K
|
5.05K
$439K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
16.3K+ 8.85% |
$1.5M - $1.63M
|
201K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.38K- 1.01% |
$127K - $138K
|
136K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.14KNew |
$105K - $114K
|
1.14K
$98.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.09K- 47.38% |
$192K - $209K
|
2.32K
$202K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
3.12K+ 3.2% |
$286K - $312K
|
100K
$8.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7.51K- 67.87% |
$690K - $751K
|
3.56K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
176+ 6.74% |
$16.2K - $17.6K
|
2.79K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21.3K- 0.5% |
$1.96M - $2.13M
|
4.29M
$373M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
2.22KNew |
$204K - $222K
|
2.22K
$193K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-196- 4.54% |
$18K - $19.6K
|
4.12K
$358K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
174New |
$16K - $17.4K
|
174
$15.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
12.3K+ 7.42% |
$1.13M - $1.23M
|
179K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.98K+ 1.42% |
$733K - $798K
|
571K
$49.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 0.55% |
$736 - $800
|
1.46K
$127K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
7.16KNew |
$659K - $717K
|
7.16K
$623K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.4K- 6.42% |
$2.62M - $2.85M
|
414K
$36M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
82New |
$7.54K - $8.2K
|
82
$7.13K
|