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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-187K- 70.92% |
$16.8M - $18M
|
76.6K
$7M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-11.7K- 32.82% |
$1.06M - $1.13M
|
24K
$2.2M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-10.4K- 15.87% |
$940K - $1.01M
|
55.4K
$5.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-7.92K- 2.19% |
$713K - $763K
|
353K
$32.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-6.19K- 3.04% |
$557K - $596K
|
197K
$18M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.35K- 46.79% |
$301K - $322K
|
3.8K
$348K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.95K- 12.29% |
$266K - $284K
|
21.1K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.62K- 42.36% |
$146K - $156K
|
2.21K
$202K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.49K- 24.15% |
$134K - $143K
|
4.67K
$427K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-841- 1.44% |
$75.7K - $81K
|
57.4K
$5.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-605- 20.47% |
$54.5K - $58.3K
|
2.35K
$215K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-432- 2.79% |
$38.9K - $41.6K
|
15K
$1.37M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-338- 78.79% |
$30.4K - $32.6K
|
91
$8.32K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-300- 5.77% |
$27K - $28.9K
|
4.9K
$448K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-201- 3.31% |
$18.1K - $19.4K
|
5.87K
$536K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-101- 2.15% |
$9.09K - $9.73K
|
4.6K
$420K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-78- 1.58% |
$7.02K - $7.51K
|
4.87K
$445K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-60- 0.9% |
$5.4K - $5.78K
|
6.63K
$606K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-41- 1.38% |
$3.69K - $3.95K
|
2.92K
$267K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.77% |
$2.25K - $2.41K
|
3.23K
$295K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.24M- 98.92% |
$206M - $224M
|
24.5K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-499K- 61.37% |
$45.9M - $49.9M
|
314K
$28.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-341K- 32.9% |
$31.3M - $34.1M
|
695K
$63.6M
|
|
|
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
$17.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-94.2K- 1.98% |
$8.66M - $9.42M
|
4.65M
$426M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-92.8K- 12.14% |
$8.53M - $9.28M
|
672K
$61.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-84.8K- 83.74% |
$7.8M - $8.48M
|
16.5K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-81.4K- 26.76% |
$7.48M - $8.14M
|
223K
$20.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-79.1K- 6.82% |
$7.27M - $7.91M
|
1.08M
$98.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-36.1K- 43.69% |
$3.32M - $3.61M
|
46.5K
$4.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-34.2K- 7.57% |
$3.15M - $3.42M
|
418K
$38.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.4K- 6.42% |
$2.62M - $2.85M
|
414K
$37.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-27.2K- 42.54% |
$2.5M - $2.72M
|
36.7K
$3.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26.5K- 12.61% |
$2.44M - $2.65M
|
184K
$16.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-22K- 3.88% |
$2.02M - $2.2M
|
546K
$49.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21.3K- 0.5% |
$1.96M - $2.13M
|
4.29M
$392M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-19.4K- 6.55% |
$1.79M - $1.94M
|
277K
$25.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-19.3K- 34.27% |
$1.77M - $1.93M
|
37K
$3.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-17.3K- 23.18% |
$1.59M - $1.73M
|
57.4K
$5.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.5K- 60.0% |
$1.52M - $1.65M
|
11K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14.6K- 31.87% |
$1.34M - $1.46M
|
31.2K
$2.85M
|
|
|
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
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.6K- 9.2% |
$1.25M - $1.36M
|
134K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-13.4K- 55.16% |
$1.24M - $1.34M
|
10.9K
$999K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.4K- 92.61% |
$1.23M - $1.34M
|
1.07K
$97.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-11.9K- 68.23% |
$1.09M - $1.19M
|
5.54K
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.5K- 74.4% |
$1.06M - $1.15M
|
3.97K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-10.1K- 32.99% |
$926K - $1.01M
|
20.5K
$1.87M
|
|