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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2K+ 39.35% |
$163K - $189K
|
7.08K
$687K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-81- 0.49% |
$6.6K - $7.67K
|
16.5K
$1.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
35+ 1.49% |
$2.85K - $3.31K
|
2.38K
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-118- 1.1% |
$9.61K - $11.2K
|
10.7K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-440- 3.84% |
$35.8K - $41.6K
|
11K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-800K- 65.84% |
$65.1M - $75.7M
|
415K
$40.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-6.12K- 7.39% |
$499K - $580K
|
76.7K
$7.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-65- 16.8% |
$5.29K - $6.15K
|
322
$31.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
426+ 1.61% |
$34.7K - $40.3K
|
26.9K
$2.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.78K+ 16.55% |
$797K - $926K
|
68.9K
$6.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4.94K- 49.7% |
$402K - $467K
|
5K
$485K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
28+ 0.28% |
$2.28K - $2.65K
|
10.1K
$984K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5.94KNew |
$484K - $562K
|
5.94K
$576K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
24.4K+ 513.68% |
$1.99M - $2.31M
|
29.2K
$2.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.35K+ 2.55% |
$436K - $507K
|
215K
$20.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
94+ 0.46% |
$7.66K - $8.9K
|
20.3K
$1.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
146+ 5.09% |
$11.9K - $13.8K
|
3.01K
$292K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
715+ 1.37% |
$58.2K - $67.7K
|
53.1K
$5.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-801- 13.71% |
$65.2K - $75.8K
|
5.04K
$489K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.93KNew |
$401K - $466K
|
4.93K
$478K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-74- 50.68% |
$6.03K - $7K
|
72
$6.98K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-91- 1.71% |
$7.41K - $8.61K
|
5.22K
$506K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
273+ 8.91% |
$22.2K - $25.8K
|
3.34K
$324K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
83+ 1037.5% |
$6.76K - $7.85K
|
91
$8.82K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.23KNew |
$181K - $211K
|
2.23K
$216K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
30.2KNew |
$2.46M - $2.86M
|
30.2K
$2.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.89KNew |
$317K - $368K
|
3.89K
$377K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
87+ 3.62% |
$7.09K - $8.23K
|
2.49K
$241K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-121K- 5.02% |
$9.85M - $11.4M
|
2.29M
$222M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.42K- 2.31% |
$278K - $323K
|
144K
$14M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-6.41K- 46.37% |
$522K - $607K
|
7.42K
$719K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
12.8K+ 4.73% |
$1.04M - $1.21M
|
283K
$27.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.45K- 22.26% |
$118K - $137K
|
5.06K
$490K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.26K- 5.07% |
$102K - $119K
|
23.5K
$2.28M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-453- 3.11% |
$36.9K - $42.9K
|
14.1K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-3.47K- 3.35% |
$282K - $328K
|
99.9K
$9.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-125- 24.32% |
$10.2K - $11.8K
|
389
$37.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
325+ 1.3% |
$26.5K - $30.8K
|
25.2K
$2.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
158+ 0.17% |
$12.9K - $15K
|
91.4K
$8.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.47% |
$652 - $757
|
1.73K
$167K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-59.5K- 43.28% |
$4.85M - $5.63M
|
78K
$7.56M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
428+ 16.4% |
$34.9K - $40.5K
|
3.04K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
95+ 0.12% |
$7.74K - $8.99K
|
77.3K
$7.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
713+ 14.23% |
$58.1K - $67.5K
|
5.72K
$555K
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
6.22K+ 18.6% |
$507K - $589K
|
39.7K
$3.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-382- 1.62% |
$31.1K - $36.1K
|
23.1K
$2.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
39+ 6.38% |
$3.18K - $3.69K
|
650
$63K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-87- 0.07% |
$7.09K - $8.23K
|
123K
$12M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
4+ 0.15% |
$326 - $379
|
2.73K
$265K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
494+ 1.95% |
$40.2K - $46.7K
|
25.9K
$2.51M
|