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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-20.6K- 33.29% |
$1.8M - $1.97M
|
41.3K
$3.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-20.5K- 33.66% |
$1.79M - $1.95M
|
40.3K
$3.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-18.4K- 3.93% |
$1.61M - $1.75M
|
449K
$42.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.2K- 1.05% |
$1.07M - $1.17M
|
1.16M
$110M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.2K- 0.62% |
$890K - $971K
|
1.63M
$155M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9.58K- 2.54% |
$838K - $914K
|
367K
$35M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.35K- 2.07% |
$819K - $893K
|
443K
$42.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8.13K- 14.71% |
$712K - $776K
|
47.1K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-7.66K- 3.08% |
$671K - $732K
|
241K
$23M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-7.66K- 23.9% |
$671K - $731K
|
24.4K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.94K- 4.44% |
$520K - $567K
|
128K
$12.2M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.53K- 8.94% |
$484K - $528K
|
56.3K
$5.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.95K- 52.84% |
$433K - $472K
|
4.42K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.9K- 1.22% |
$429K - $468K
|
396K
$37.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.86K- 22.43% |
$425K - $464K
|
16.8K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.59K- 3.86% |
$401K - $438K
|
114K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.49K- 3.88% |
$393K - $429K
|
111K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.26K- 16.9% |
$373K - $406K
|
20.9K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.09K- 2.52% |
$358K - $391K
|
158K
$15.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-3.71K- 3.67% |
$325K - $354K
|
97.3K
$9.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.63K- 8.29% |
$318K - $347K
|
40.2K
$3.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-3.4K- 11.43% |
$298K - $325K
|
26.4K
$2.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-2.76K- 3.49% |
$242K - $264K
|
76.3K
$7.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.76K- 1.63% |
$241K - $263K
|
166K
$15.9M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.71K- 1.19% |
$237K - $259K
|
224K
$21.4M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.5K- 1.79% |
$219K - $239K
|
137K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2.48K- 99.4% |
$217K - $237K
|
15
$1.43K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.4K- 1.93% |
$210K - $230K
|
122K
$11.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.37K- 43.81% |
$208K - $226K
|
3.04K
$290K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.33K- 1.43% |
$204K - $222K
|
161K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.32K- 1.52% |
$203K - $221K
|
150K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.24K- 6.64% |
$196K - $214K
|
31.6K
$3.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.21K- 1.29% |
$194K - $211K
|
170K
$16.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.16K- 3.06% |
$189K - $206K
|
68.3K
$6.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.83K- 13.4% |
$160K - $174K
|
11.8K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.74K- 1.29% |
$153K - $166K
|
133K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.72K- 19.88% |
$151K - $165K
|
6.94K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.67K- 3.15% |
$146K - $159K
|
51.4K
$4.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.39K- 0.98% |
$122K - $133K
|
141K
$13.4M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.37K- 3.59% |
$120K - $131K
|
36.8K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.36K- 22.57% |
$119K - $130K
|
4.68K
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.36K- 11.69% |
$119K - $130K
|
10.2K
$977K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.36K- 5.27% |
$119K - $130K
|
24.4K
$2.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.35K- 5.18% |
$119K - $129K
|
24.8K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.11K- 29.05% |
$97.4K - $106K
|
2.72K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.03K- 1.38% |
$89.9K - $98.1K
|
73.3K
$6.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.01K- 26.02% |
$88K - $96K
|
2.86K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-993- 1.9% |
$86.9K - $94.8K
|
51.3K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-989- 2.45% |
$86.6K - $94.4K
|
39.4K
$3.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-989- 98.51% |
$86.6K - $94.4K
|
15
$1.43K
|