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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-120- 4.98% |
$10.5K - $11.5K
|
2.29K
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-100- 3.01% |
$8.76K - $9.55K
|
3.22K
$307K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80- 3.08% |
$7K - $7.64K
|
2.52K
$240K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-66- 0.83% |
$5.78K - $6.3K
|
7.92K
$755K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-65- 21.1% |
$5.69K - $6.21K
|
243
$23.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-48- 2.94% |
$4.2K - $4.58K
|
1.58K
$151K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-43- 0.31% |
$3.77K - $4.11K
|
13.8K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-35- 1.28% |
$3.06K - $3.34K
|
2.7K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-25- 0.96% |
$2.19K - $2.39K
|
2.58K
$246K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6- 0.13% |
$525 - $573
|
4.64K
$443K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3- 0.06% |
$263 - $286
|
4.77K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-1- 0.04% |
$87.6 - $95.5
|
2.62K
$250K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1- 0.02% |
$87.6 - $95.5
|
5.54K
$529K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1- 2.86% |
$87.6 - $95.5
|
34
$3.24K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-110K- 78.7% |
$9.35M - $9.91M
|
29.7K
$2.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-54.9K- 95.47% |
$4.69M - $4.96M
|
2.6K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.25K- 95.47% |
$448K - $474K
|
249
$23.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.81K- 63.9% |
$325K - $344K
|
2.15K
$205K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.13K- 5.25% |
$182K - $193K
|
38.5K
$3.67M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.71K- 59.01% |
$146K - $155K
|
1.19K
$113K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.04K- 7.46% |
$88.6K - $93.9K
|
12.9K
$1.23M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-680- 2.33% |
$58.1K - $61.5K
|
28.5K
$2.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-659Closed |
$56.3K - $59.6K
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-514- 17.47% |
$43.9K - $46.5K
|
2.43K
$232K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-399- 7.96% |
$34.1K - $36.1K
|
4.61K
$440K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-336- 13.59% |
$28.7K - $30.4K
|
2.14K
$204K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-296- 3.88% |
$25.3K - $26.8K
|
7.34K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-222- 23.85% |
$19K - $20.1K
|
709
$67.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-188- 29.79% |
$16.1K - $17K
|
443
$42.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-178- 4.73% |
$15.2K - $16.1K
|
3.58K
$342K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-158- 3.91% |
$13.5K - $14.3K
|
3.89K
$371K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-150- 3.78% |
$12.8K - $13.6K
|
3.82K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-113- 1.11% |
$9.65K - $10.2K
|
10K
$956K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-96- 10.6% |
$8.2K - $8.68K
|
810
$77.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-79- 2.73% |
$6.75K - $7.14K
|
2.82K
$269K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-67- 14.38% |
$5.72K - $6.06K
|
399
$38K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-36- 35.64% |
$3.07K - $3.26K
|
65
$6.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-30- 0.63% |
$2.56K - $2.71K
|
4.75K
$453K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-17- 0.29% |
$1.45K - $1.54K
|
5.82K
$555K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-17- 0.26% |
$1.45K - $1.54K
|
6.41K
$611K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 12.0% |
$256 - $271
|
22
$2.1K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-232K- 93.95% |
$19.2M - $21M
|
14.9K
$1.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-69.3K- 65.25% |
$5.74M - $6.27M
|
36.9K
$3.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-12.1K- 46.27% |
$1M - $1.1M
|
14.1K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-8.76K- 50.45% |
$726K - $792K
|
8.6K
$820K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.98K- 15.87% |
$247K - $269K
|
15.8K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.69K- 16.67% |
$223K - $243K
|
13.4K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.11K- 17.8% |
$175K - $191K
|
9.76K
$930K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.09K- 8.09% |
$173K - $189K
|
23.7K
$2.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.77K- 27.15% |
$147K - $160K
|
4.76K
$454K
|
|