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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.41K+ 262.2% |
$129K - $141K
|
1.95K
$169K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
265K+ 11.42% |
$24.4M - $26.5M
|
2.59M
$225M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-83- 3.09% |
$7.63K - $8.3K
|
2.61K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
357+ 3.82% |
$32.8K - $35.7K
|
9.71K
$844K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.15K- 2.09% |
$106K - $115K
|
53.8K
$4.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
235+ 0.08% |
$21.6K - $23.5K
|
285K
$24.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9+ 0.14% |
$827 - $900
|
6.39K
$555K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
14+ 0.62% |
$1.29K - $1.4K
|
2.29K
$199K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10+ 0.58% |
$919 - $1K
|
1.74K
$152K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1K- 77.94% |
$91.9K - $100K
|
283
$24.6K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
13+ 0.12% |
$1.2K - $1.3K
|
11.3K
$982K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-94.2K- 1.98% |
$8.66M - $9.42M
|
4.65M
$405M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-312- 1.66% |
$28.7K - $31.2K
|
18.5K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-13- 0.1% |
$1.2K - $1.3K
|
13.2K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-237- 4.89% |
$21.8K - $23.7K
|
4.61K
$401K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-279- 1.27% |
$25.7K - $27.9K
|
21.7K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5- 4.9% |
$460 - $500
|
97
$8.43K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
20.4K+ 3.68% |
$1.88M - $2.04M
|
576K
$50.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.25KNew |
$207K - $225K
|
2.25K
$196K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-22K- 3.88% |
$2.02M - $2.2M
|
546K
$47.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.5K+ 4.5% |
$1.33M - $1.45M
|
337K
$29.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-83- 1.84% |
$7.63K - $8.3K
|
4.42K
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.54K+ 11.86% |
$509K - $554K
|
52.2K
$4.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
100+ 3.57% |
$9.19K - $10K
|
2.9K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.76KNew |
$346K - $376K
|
3.76K
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.14K- 34.78% |
$197K - $214K
|
4.02K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.13K+ 21.78% |
$104K - $113K
|
6.31K
$548K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.38% |
$276 - $300
|
798
$69.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-2.39K- 21.19% |
$220K - $239K
|
8.89K
$773K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
714New |
$65.6K - $71.4K
|
714
$62.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.45KNew |
$318K - $345K
|
3.45K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-191- 4.68% |
$17.6K - $19.1K
|
3.89K
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-51- 1.37% |
$4.69K - $5.1K
|
3.66K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-119- 1.81% |
$10.9K - $11.9K
|
6.46K
$561K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.84K+ 1.54% |
$721K - $784K
|
516K
$44.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-170- 10.19% |
$15.6K - $17K
|
1.5K
$130K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.6K- 3.92% |
$239K - $260K
|
63.6K
$5.53M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-186- 2.04% |
$17.1K - $18.6K
|
8.93K
$776K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.03K- 2.96% |
$94.9K - $103K
|
33.8K
$2.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.44K+ 15.58% |
$408K - $444K
|
33K
$2.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 0.67% |
$460 - $500
|
756
$65.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.71KNew |
$157K - $171K
|
1.71K
$149K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
61+ 37.42% |
$5.61K - $6.1K
|
224
$19.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.4K- 92.61% |
$1.23M - $1.34M
|
1.07K
$93K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9+ 0.25% |
$827 - $900
|
3.55K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12+ 0.39% |
$1.1K - $1.2K
|
3.1K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.13K+ 29.01% |
$104K - $113K
|
5.03K
$437K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.57KNew |
$329K - $357K
|
3.57K
$311K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
686+ 2.95% |
$63.1K - $68.6K
|
24K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-34- 1.61% |
$3.13K - $3.4K
|
2.08K
$181K
|