Latest Institutional Purchases of Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

This list provides information on the latest institutional transactions involving Ishares Core S&P U.S. Value Et (IUSV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 14, 2025 Q1 2025
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
3.6K
New
$324K - $346K
3.6K $364K
May 13, 2025 Q1 2025
Neuberger Berman Group LLC

New York, NY
BUY
 -
3.12K
New
$281K - $301K
3.12K $317K
May 09, 2025 Q1 2025
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
3.11K
New
$280K - $300K
3.11K $315K
Aug 14, 2025 Q1 2025
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2.31K
New
$208K - $223K
2.31K $234K
May 15, 2025 Q1 2025
Calton & Associates, Inc.

BUY
 -
2.07K
+ 297.41%
$186K - $199K
2.77K $280K
May 12, 2025 Q1 2025
Townsquare Capital LLC

BUY
 -
1.65K
+ 28.03%
$149K - $159K
7.55K $765K
May 14, 2025 Q1 2025
Td Capital Management LLC

Memphis, TN
BUY
 -
1.33K
New
$119K - $128K
1.33K $134K
Jun 03, 2025 Q1 2025
Cbiz Investment Advisory Services, LLC

BUY
 -
1.23K
New
$111K - $118K
1.23K $125K
May 05, 2025 Q1 2025
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
953
New
$85.8K - $91.8K
953 $96.6K
May 09, 2025 Q1 2025
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
923
New
$83.1K - $88.9K
923 $93.5K
May 20, 2025 Q1 2025
Flaharty Asset Management, LLC

BUY
 -
613
New
$55.2K - $59K
613 $62.1K
Apr 14, 2025 Q1 2025
Investment Advisory Group, LLC

BUY
 -
595
+ 14.54%
$53.6K - $57.3K
4.69K $475K
May 02, 2025 Q1 2025
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
343
+ 571.67%
$30.9K - $33K
403 $40.8K
May 15, 2025 Q1 2025
Marshall & Sterling Wealth Advisors Inc.

Poughkeepsie, NY
BUY
 -
284
New
$25.6K - $27.4K
284 $28.8K
Apr 14, 2025 Q1 2025
Sherman Asset Management, Inc.

Ventura, CA
BUY
 -
240
New
$21.6K - $23.1K
240 $24.3K
May 12, 2025 Q1 2025
Dagco, Inc.

BUY
 -
221
New
$19.9K - $21.3K
221 $22.4K
May 14, 2025 Q1 2025
Delta Investment Management, LLC

BUY
 -
188
+ 7.06%
$16.9K - $18.1K
2.85K $289K
May 12, 2025 Q1 2025
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
156
+ 650.0%
$14K - $15K
180 $18.2K
Apr 14, 2025 Q1 2025
City Holding CO

BUY
 -
118
New
$10.6K - $11.4K
118 $12K
Apr 22, 2025 Q1 2025
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
110
+ 157.14%
$9.9K - $10.6K
180 $18.2K
May 09, 2025 Q1 2025
Belvedere Trading LLC

BUY
 CALL
100
+ 3.45%
$9K - $9.63K
3K $304K
Apr 30, 2025 Q1 2025
Round Rock Advisors, LLC

BUY
 -
93
+ 3.64%
$8.37K - $8.96K
2.65K $269K
Apr 25, 2025 Q1 2025
Citizens National Bank Trust Department

BUY
 -
78
New
$7.02K - $7.51K
78 $7.9K
Apr 09, 2025 Q1 2025
Whipplewood Advisors, LLC

Littleton, CO
BUY
 -
74
New
$6.66K - $7.13K
74 $7.5K
May 15, 2025 Q1 2025
Kiker Wealth Management, LLC

Jasper, GA
BUY
 -
73
New
$6.57K - $7.03K
73 $7.4K
Apr 29, 2025 Q1 2025
Capital Investment Advisory Services, LLC

BUY
 -
71
+ 7.01%
$6.39K - $6.84K
1.08K $110K
May 09, 2025 Q1 2025
Tidemark, LLC

San Diego, CA
BUY
 -
67
New
$6.03K - $6.45K
67 $6.79K
May 13, 2025 Q1 2025
Bank Ozk

BUY
 -
51
+ 1.78%
$4.59K - $4.91K
2.91K $295K
Apr 28, 2025 Q1 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
40
New
$3.6K - $3.85K
40 $4.05K
May 16, 2025 Q1 2025
Coordinated Financial Services, Inc./Co

Denver, CO
BUY
 -
22
+ 0.3%
$1.98K - $2.12K
7.36K $746K
Apr 30, 2025 Q1 2025
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
17
New
$1.53K - $1.64K
17 $1.72K
Apr 16, 2025 Q1 2025
Farmers & Merchants Investments Inc

BUY
 -
14
+ 29.17%
$1.26K - $1.35K
62 $6.28K
Apr 17, 2025 Q1 2025
Copia Wealth Management

Bend, OR
BUY
 -
7
New
$630 - $674
7 $709
Apr 16, 2025 Q1 2025
Rtd Financial Advisors, Inc.

BUY
 -
1
+ 0.02%
$90 - $96.3
4.91K $497K
Q4 2024
Feb 07, 2025 Q4 2024
Wealthfront Advisers LLC

BUY
 -
234K
New
$21.6M - $23.4M
234K $23.8M
Feb 13, 2025 Q4 2024
Quadrature Capital LTD

London, X0
BUY
 -
161K
New
$14.8M - $16.1M
161K $16.3M
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
46.9K
New
$4.31M - $4.69M
46.9K $4.75M
Jan 03, 2025 Q4 2024
General Partner, Inc.

Pittsburgh, PA
BUY
 -
25.6K
New
$2.36M - $2.56M
25.6K $2.6M
Jan 16, 2025 Q4 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
20.4K
New
$1.87M - $2.04M
20.4K $2.06M
Feb 12, 2025 Q4 2024
Easterly Investment Partners LLC

BUY
 -
20K
New
$1.84M - $2M
20K $2.02M
Feb 11, 2025 Q4 2024
Potentia Wealth

San Jose, CA
BUY
 -
12.2K
New
$1.12M - $1.22M
12.2K $1.23M
Jan 27, 2025 Q4 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
11.9K
New
$1.09M - $1.19M
11.9K $1.2M
Feb 13, 2025 Q4 2024
M Holdings Securities, Inc.

Portland, OR
BUY
 -
9.66K
+ 979.61%
$888K - $966K
10.6K $1.08M
Feb 12, 2025 Q4 2024
Riggs Capital Management LLC

American Fork, UT
BUY
 -
7.7K
New
$708K - $770K
7.7K $780K
Jan 27, 2025 Q4 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
7.23K
+ 333.16%
$665K - $723K
9.4K $953K
Jan 24, 2025 Q4 2024
Trust Point Inc.

La Crosse, WI
BUY
 -
6.6K
New
$607K - $660K
6.6K $669K
Mar 06, 2025 Q4 2024
Tfr Capital, Llc.

Plano, TX
BUY
 -
4.22K
New
$388K - $422K
4.22K $427K
Jan 30, 2025 Q4 2024
Pathway Financial Advisors LLC

BUY
 -
3.76K
New
$346K - $376K
3.76K $381K
Feb 14, 2025 Q4 2024
Shapiro Capital Management LLC

Atlanta, GA
BUY
 -
3.1K
New
$285K - $310K
3.1K $314K

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