Latest Institutional Sells of Ishares Core S&P U.S. Value Et (IUSV)
This list provides information on the latest institutional transactions involving Ishares Core S&P U.S. Value Et (IUSV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.24M- 98.92% |
$206M - $224M
|
24.5K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-564K- 23.81% |
$51.8M - $56.4M
|
1.8M
$164M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-499K- 61.37% |
$45.9M - $49.9M
|
314K
$28.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-341K- 32.9% |
$31.3M - $34.1M
|
695K
$63.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-200K- 63.66% |
$18.4M - $20M
|
114K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-115K- 37.67% |
$10.6M - $11.5M
|
191K
$17.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-94.2K- 1.98% |
$8.66M - $9.42M
|
4.65M
$423M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-92.8K- 12.14% |
$8.53M - $9.28M
|
672K
$61M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-84.8K- 83.74% |
$7.8M - $8.48M
|
16.5K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-81.4K- 26.76% |
$7.48M - $8.14M
|
223K
$20.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-79.1K- 6.82% |
$7.27M - $7.91M
|
1.08M
$98M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-36.1K- 43.69% |
$3.32M - $3.61M
|
46.5K
$4.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-34.2K- 7.57% |
$3.15M - $3.42M
|
418K
$38M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.4K- 6.42% |
$2.62M - $2.85M
|
414K
$37.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-27.2K- 42.54% |
$2.5M - $2.72M
|
36.7K
$3.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26.5K- 12.61% |
$2.44M - $2.65M
|
184K
$16.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-22K- 3.88% |
$2.02M - $2.2M
|
546K
$49.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21.3K- 0.5% |
$1.96M - $2.13M
|
4.29M
$389M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-19.4K- 6.55% |
$1.79M - $1.94M
|
277K
$25.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-19.3K- 34.27% |
$1.77M - $1.93M
|
37K
$3.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-17.3K- 23.18% |
$1.59M - $1.73M
|
57.4K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.5K- 60.0% |
$1.52M - $1.65M
|
11K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14.6K- 31.87% |
$1.34M - $1.46M
|
31.2K
$2.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-14.3K- 10.75% |
$1.31M - $1.43M
|
118K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-13.8K- 8.55% |
$1.27M - $1.38M
|
147K
$13.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.6K- 9.2% |
$1.25M - $1.36M
|
134K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-13.4K- 55.16% |
$1.24M - $1.34M
|
10.9K
$992K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.4K- 92.61% |
$1.23M - $1.34M
|
1.07K
$97.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-11.9K- 68.23% |
$1.09M - $1.19M
|
5.54K
$503K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.5K- 74.4% |
$1.06M - $1.15M
|
3.97K
$360K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-11.1K- 14.46% |
$1.02M - $1.11M
|
65.8K
$5.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-10.1K- 32.99% |
$926K - $1.01M
|
20.5K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-9.89K- 64.92% |
$909K - $989K
|
5.35K
$485K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-9.67K- 17.19% |
$889K - $967K
|
46.6K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8.1K- 50.38% |
$744K - $810K
|
7.97K
$724K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.78K- 4.19% |
$716K - $779K
|
178K
$16.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-7.59K- 38.62% |
$698K - $759K
|
12.1K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7.51K- 67.87% |
$690K - $751K
|
3.56K
$323K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.41K- 65.26% |
$681K - $741K
|
3.95K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-7.21K- 29.56% |
$663K - $721K
|
17.2K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.88K- 4.87% |
$541K - $588K
|
115K
$10.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-5.58K- 33.74% |
$513K - $558K
|
10.9K
$994K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-5.44K- 13.79% |
$500K - $544K
|
34K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.39K- 30.22% |
$496K - $539K
|
12.4K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-5.16K- 0.74% |
$474K - $516K
|
696K
$63.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.05K- 4.07% |
$465K - $506K
|
119K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-4.9K- 44.15% |
$450K - $490K
|
6.2K
$563K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-4.73K- 31.91% |
$435K - $473K
|
10.1K
$916K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.36K- 15.87% |
$401K - $436K
|
23.1K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-4.25K- 25.66% |
$391K - $425K
|
12.3K
$1.12M
|