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 |
---|---|---|---|---|---|---|---|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-84Closed |
$5.45K - $6.48K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 3.85% |
$64.9 - $77.2
|
25
$2.38K
|
|
Q1 2022 | |||||||
May 06, 2022
Q1 2022
|
Summit Rock Advisors, LP
|
SELL
|
- |
-740KClosed |
$53.2M - $57.4M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-38KClosed |
$2.73M - $2.94M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.52KClosed |
$683K - $737K
|
0
$0
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.53KClosed |
$613K - $661K
|
0
$0
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-7.08K- 64.37% |
$508K - $549K
|
3.92K
$374K
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-6.21KClosed |
$446K - $481K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.86KClosed |
$349K - $377K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.21KClosed |
$302K - $326K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.05KClosed |
$219K - $236K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2.67KClosed |
$192K - $207K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.2KClosed |
$86.3K - $93.1K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-833Closed |
$59.8K - $64.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-459Closed |
$33K - $35.6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-450Closed |
$32.3K - $34.9K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-444Closed |
$31.9K - $34.4K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-400Closed |
$28.7K - $31K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-230Closed |
$16.5K - $17.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-212Closed |
$15.2K - $16.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-183- 27.6% |
$13.1K - $14.2K
|
480
$45.8K
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-174- 4.74% |
$12.5K - $13.5K
|
3.5K
$334K
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-158Closed |
$11.3K - $12.2K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-143- 53.56% |
$10.3K - $11.1K
|
124
$11.8K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-56Closed |
$4.02K - $4.34K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-17Closed |
$1.22K - $1.32K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-70.1KClosed |
$4.98M - $5.36M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-29KClosed |
$2.06M - $2.22M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.28KClosed |
$90.7K - $97.5K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.02KClosed |
$72.8K - $78.3K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-778Closed |
$55.3K - $59.5K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-699Closed |
$49.7K - $53.4K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-326Closed |
$23.2K - $24.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-304Closed |
$21.6K - $23.2K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-279Closed |
$19.8K - $21.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-169Closed |
$12K - $12.9K
|
0
$0
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-137Closed |
$9.74K - $10.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$7.11K - $7.65K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-40Closed |
$2.85K - $3.06K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-36Closed |
$2.56K - $2.75K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-34Closed |
$2.42K - $2.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-34- 30.36% |
$2.42K - $2.6K
|
78
$7.44K
|
|
Q3 2021 | |||||||
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-54.3KClosed |
$3.8M - $4.03M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-54.3KClosed |
$3.8M - $4.03M
|
0
$0
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-49.4KClosed |
$3.46M - $3.66M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-46.1KClosed |
$3.22M - $3.42M
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-45.7KClosed |
$3.2M - $3.39M
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.38KClosed |
$446K - $473K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.17KClosed |
$152K - $161K
|
0
$0
|