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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
340New |
$29.8K - $32.5K
|
340
$32.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.39% |
$263 - $286
|
771
$72.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-219- 7.94% |
$19.2K - $20.9K
|
2.54K
$240K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.24K+ 50.12% |
$109K - $118K
|
3.71K
$350K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.17K+ 5.67% |
$103K - $112K
|
21.8K
$2.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
28.9K+ 63.04% |
$2.53M - $2.76M
|
74.7K
$7.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
371+ 10.84% |
$32.5K - $35.4K
|
3.79K
$358K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
104+ 0.85% |
$9.11K - $9.93K
|
12.3K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.2% |
$700 - $764
|
3.96K
$373K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-35- 1.28% |
$3.06K - $3.34K
|
2.7K
$254K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5+ 0.02% |
$438 - $477
|
20.4K
$1.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.24K+ 2.15% |
$109K - $119K
|
59K
$5.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-249K- 57.27% |
$21.8M - $23.8M
|
186K
$17.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-49.7K- 95.87% |
$4.35M - $4.74M
|
2.14K
$202K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-66- 0.83% |
$5.78K - $6.3K
|
7.92K
$747K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-18.4K- 3.93% |
$1.61M - $1.75M
|
449K
$42.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.5K+ 9.38% |
$132K - $143K
|
17.5K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
160+ 1.19% |
$14K - $15.3K
|
13.7K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7+ 0.17% |
$613 - $668
|
4.02K
$379K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-79- 0.45% |
$6.92K - $7.54K
|
17.4K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.48K+ 24.37% |
$217K - $236K
|
12.6K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.28KNew |
$199K - $217K
|
2.28K
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
47+ 1.03% |
$4.12K - $4.49K
|
4.61K
$435K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-25.3K- 74.61% |
$2.22M - $2.42M
|
8.61K
$812K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
65.4K+ 1154.77% |
$5.72M - $6.24M
|
71K
$6.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.33K- 1.43% |
$204K - $222K
|
161K
$15.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.21K+ 2.02% |
$106K - $115K
|
61K
$5.76M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-432- 0.72% |
$37.8K - $41.3K
|
59.2K
$5.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3+ 0.07% |
$263 - $286
|
4.2K
$397K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-429- 1.22% |
$37.6K - $41K
|
34.8K
$3.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
9.38K+ 160.3% |
$822K - $896K
|
15.2K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
893+ 1.61% |
$78.2K - $85.3K
|
56.3K
$5.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-625- 2.61% |
$54.7K - $59.7K
|
23.3K
$2.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
2KNew |
$175K - $191K
|
2K
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.21K+ 11.28% |
$456K - $497K
|
51.4K
$4.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-57- 0.54% |
$4.99K - $5.44K
|
10.5K
$992K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
125+ 14.08% |
$10.9K - $11.9K
|
1.01K
$95.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-71- 16.1% |
$6.22K - $6.78K
|
370
$34.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37.5K- 23.01% |
$3.28M - $3.58M
|
125K
$11.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.24K+ 8.5% |
$547K - $596K
|
79.6K
$7.51M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.28KNew |
$200K - $218K
|
2.28K
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.91K+ 3.6% |
$342K - $373K
|
113K
$10.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
32+ 0.62% |
$2.8K - $3.06K
|
5.2K
$490K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
777New |
$68K - $74.2K
|
777
$73.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-213- 7.72% |
$18.7K - $20.3K
|
2.55K
$240K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-333- 1.18% |
$29.2K - $31.8K
|
27.8K
$2.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.19KNew |
$192K - $209K
|
2.19K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.64K+ 1.07% |
$144K - $157K
|
155K
$14.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.52K+ 3.68% |
$133K - $145K
|
42.9K
$4.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
51+ 1.55% |
$4.47K - $4.87K
|
3.34K
$315K
|