Latest Institutional Transactions on Ishares Core S&P U.S. Value Et (IUSV)
This table provides information on the latest institutional transactions involving Ishares Core S&P U.S. Value Et (IUSV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
629+ 0.13% |
$57.8K - $62.9K
|
476K
$43.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-65- 73.86% |
$5.98K - $6.5K
|
23
$2.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-11.9K- 68.23% |
$1.09M - $1.19M
|
5.54K
$505K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-11.1K- 14.46% |
$1.02M - $1.11M
|
65.8K
$6.01M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
471+ 1.4% |
$43.3K - $47.1K
|
34.1K
$3.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
199+ 8.31% |
$18.3K - $19.9K
|
2.6K
$237K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-12- 0.47% |
$1.1K - $1.2K
|
2.53K
$231K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-505- 42.8% |
$46.4K - $50.5K
|
675
$61.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
22.3K+ 3.2% |
$2.05M - $2.23M
|
721K
$65.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
956+ 1.75% |
$87.9K - $95.6K
|
55.7K
$5.08M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
25.6KNew |
$2.36M - $2.56M
|
25.6K
$2.34M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
311+ 3.65% |
$28.6K - $31.1K
|
8.84K
$806K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
31New |
$2.85K - $3.1K
|
31
$2.83K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
192K+ 270.77% |
$17.7M - $19.2M
|
263K
$24M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
320+ 293.58% |
$29.4K - $32K
|
429
$39.2K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
219K+ 13.34% |
$19.2M - $20.9M
|
1.86M
$170M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4+ 0.04% |
$350 - $382
|
8.96K
$818K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-227- 4.02% |
$19.9K - $21.7K
|
5.42K
$495K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.37K- 3.59% |
$120K - $131K
|
36.8K
$3.36M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.71K- 1.19% |
$237K - $259K
|
224K
$20.5M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.43KNew |
$213K - $232K
|
2.43K
$222K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
224KNew |
$19.6M - $21.4M
|
224K
$20.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.12KNew |
$185K - $202K
|
2.12K
$193K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.5K- 1.79% |
$219K - $239K
|
137K
$12.5M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-43- 0.31% |
$3.77K - $4.11K
|
13.8K
$1.26M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11+ 0.64% |
$963 - $1.05K
|
1.73K
$158K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.1K+ 33.75% |
$1.06M - $1.15M
|
47.8K
$4.36M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2+ 0.04% |
$175 - $191
|
5.52K
$504K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-32.8K- 16.06% |
$2.88M - $3.14M
|
172K
$15.7M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.53K- 8.94% |
$484K - $528K
|
56.3K
$5.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.5K+ 10.94% |
$2.23M - $2.43M
|
258K
$23.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.89KNew |
$341K - $372K
|
3.89K
$355K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
186+ 37.73% |
$16.3K - $17.8K
|
679
$62K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
272+ 17.48% |
$23.8K - $26K
|
1.83K
$167K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.5K+ 65.91% |
$307K - $335K
|
8.82K
$805K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
87New |
$7.62K - $8.31K
|
87
$7.94K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8.13K- 14.71% |
$712K - $776K
|
47.1K
$4.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.76K+ 180.43% |
$592K - $645K
|
10.5K
$958K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.7K+ 59.65% |
$1.11M - $1.21M
|
33.9K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.91K+ 103.08% |
$167K - $182K
|
3.76K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.63K- 8.29% |
$318K - $347K
|
40.2K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
96+ 0.76% |
$8.41K - $9.17K
|
12.7K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
8+ 0.13% |
$700 - $764
|
6.38K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.74K- 1.29% |
$153K - $166K
|
133K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-405- 1.63% |
$35.5K - $38.7K
|
24.5K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.2K- 0.62% |
$890K - $971K
|
1.63M
$148M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-125- 1.18% |
$10.9K - $11.9K
|
10.4K
$953K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
96.6K+ 46.06% |
$8.45M - $9.22M
|
306K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.94K- 4.44% |
$520K - $567K
|
128K
$11.6M
|
|