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 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-888- 92.02% |
$83.6K - $88.8K
|
77
$7.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
28+ 0.42% |
$2.64K - $2.8K
|
6.65K
$674K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-278- 1.16% |
$26.2K - $27.8K
|
23.7K
$2.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2K+ 28.45% |
$188K - $200K
|
9.03K
$914K
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
9+ 0.38% |
$848 - $900
|
2.39K
$242K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
316+ 126.4% |
$29.8K - $31.6K
|
566
$57.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.46K+ 10.74% |
$137K - $145K
|
15K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
68+ 1.34% |
$6.4K - $6.8K
|
5.13K
$519K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
7.77KNew |
$732K - $777K
|
7.77K
$788K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.6% |
$283 - $300
|
502
$50.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
37New |
$3.48K - $3.7K
|
37
$3.75K
|
|
|
Nov 05, 2025
Q3 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-202- 1.53% |
$19K - $20.2K
|
13K
$1.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-540- 2.23% |
$50.9K - $54K
|
23.6K
$2.39M
|
|
|
Nov 05, 2025
Q3 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
3.68KNew |
$347K - $368K
|
3.68K
$373K
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-500- 15.84% |
$47.1K - $50K
|
2.66K
$269K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-252- 30.62% |
$23.7K - $25.2K
|
571
$57.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.36K- 4.48% |
$128K - $136K
|
29K
$2.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-88- 0.22% |
$8.29K - $8.8K
|
39.6K
$4.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-154- 6.17% |
$14.5K - $15.4K
|
2.34K
$237K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
2.74K+ 260.84% |
$258K - $274K
|
3.8K
$385K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.13K- 5.73% |
$107K - $113K
|
18.6K
$1.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-164- 4.49% |
$15.4K - $16.4K
|
3.49K
$353K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.32K+ 3.99% |
$124K - $131K
|
34.3K
$3.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-222- 8.1% |
$20.9K - $22.2K
|
2.52K
$255K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
126New |
$11.9K - $12.6K
|
126
$12.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.71K+ 2.74% |
$914K - $970K
|
363K
$36.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
542+ 7.63% |
$51K - $54.2K
|
7.64K
$774K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.57K+ 1.98% |
$525K - $557K
|
287K
$29.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.54K- 73.77% |
$710K - $754K
|
2.68K
$272K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-18- 0.85% |
$1.7K - $1.8K
|
2.11K
$214K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
134New |
$12.6K - $13.4K
|
134
$13.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.82K+ 6.77% |
$360K - $382K
|
60.3K
$6.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
116+ 0.66% |
$10.9K - $11.6K
|
17.6K
$1.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-111- 0.84% |
$10.5K - $11.1K
|
13.1K
$1.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
211+ 4.64% |
$19.9K - $21.1K
|
4.76K
$482K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
330+ 6.01% |
$31.1K - $33K
|
5.82K
$590K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
432K+ 7.59% |
$40.7M - $43.2M
|
6.13M
$621M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
74New |
$6.97K - $7.4K
|
74
$7.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-278- 4.22% |
$26.2K - $27.8K
|
6.31K
$639K
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
846+ 22.11% |
$79.7K - $84.6K
|
4.67K
$473K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-7.9K- 47.88% |
$744K - $790K
|
8.6K
$871K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
144New |
$13.6K - $14.4K
|
144
$14.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-577- 1.26% |
$54.3K - $57.7K
|
45.2K
$4.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
57.3K+ 61.08% |
$5.4M - $5.73M
|
151K
$15.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.04K+ 1.47% |
$475K - $504K
|
348K
$35.3M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
468+ 7.59% |
$44.1K - $46.8K
|
6.63K
$672K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.63K- 4.04% |
$248K - $263K
|
62.5K
$6.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
556K+ 10.59% |
$52.4M - $55.6M
|
5.81M
$589M
|
|
|
Nov 04, 2025
Q3 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
1.23K+ 3.39% |
$116K - $123K
|
37.6K
$3.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1K- 8.56% |
$94.3K - $100K
|
10.7K
$1.08M
|
|