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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
15.4K+ 15.39% |
$1.45M - $1.54M
|
116K
$11.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.61K- 0.13% |
$152K - $161K
|
1.26M
$125M
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.06KNew |
$194K - $206K
|
2.06K
$204K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-17.9K- 23.67% |
$1.69M - $1.79M
|
57.7K
$5.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-75.4K- 20.32% |
$7.1M - $7.54M
|
296K
$29.3M
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.1KNew |
$198K - $210K
|
2.1K
$208K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-663- 18.82% |
$62.4K - $66.3K
|
2.86K
$283K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25+ 36.76% |
$2.35K - $2.5K
|
93
$9.21K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9- 0.19% |
$848 - $900
|
4.76K
$472K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
208New |
$19.6K - $20.8K
|
208
$20.6K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.62K- 42.27% |
$247K - $262K
|
3.58K
$354K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-12- 0.37% |
$1.13K - $1.2K
|
3.21K
$318K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.03KNew |
$191K - $203K
|
2.03K
$201K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-129- 4.6% |
$12.1K - $12.9K
|
2.68K
$265K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-1.43K- 7.55% |
$135K - $143K
|
17.5K
$1.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
3.55KNew |
$334K - $355K
|
3.55K
$352K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11+ 0.11% |
$1.04K - $1.1K
|
9.89K
$980K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-496- 0.56% |
$46.7K - $49.6K
|
88.2K
$8.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
3+ 0.01% |
$283 - $300
|
37.9K
$3.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.21K+ 24.56% |
$114K - $121K
|
6.14K
$608K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-14- 0.5% |
$1.32K - $1.4K
|
2.8K
$277K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-79- 1.89% |
$7.44K - $7.9K
|
4.11K
$407K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-186- 1.04% |
$17.5K - $18.6K
|
17.7K
$1.76M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-13.1K- 49.18% |
$1.24M - $1.31M
|
13.6K
$1.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
36.5K+ 8.9% |
$3.44M - $3.65M
|
447K
$44.3M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
238+ 3.04% |
$22.4K - $23.8K
|
8.07K
$799K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
880New |
$82.9K - $88K
|
880
$87.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-310- 9.17% |
$29.2K - $31K
|
3.07K
$304K
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-49- 0.3% |
$4.61K - $4.9K
|
16.3K
$1.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-92- 1.31% |
$8.66K - $9.2K
|
6.95K
$689K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.39% |
$283 - $300
|
780
$77.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
29.6KNew |
$2.78M - $2.96M
|
29.6K
$2.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.4KNew |
$320K - $340K
|
3.4K
$337K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.24K- 0.49% |
$211K - $224K
|
458K
$45.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
21+ 0.4% |
$1.98K - $2.1K
|
5.24K
$519K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-318- 37.59% |
$29.9K - $31.8K
|
528
$52.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.04K+ 39.08% |
$98.2K - $104K
|
3.71K
$368K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
39+ 0.24% |
$3.67K - $3.9K
|
16.6K
$1.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
25+ 0.33% |
$2.35K - $2.5K
|
7.57K
$750K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
181+ 4.64% |
$17K - $18.1K
|
4.08K
$405K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-464- 13.76% |
$43.7K - $46.4K
|
2.91K
$288K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-70- 24.65% |
$6.59K - $7K
|
214
$21.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
15New |
$1.41K - $1.5K
|
15
$1.49K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.21K+ 56.21% |
$114K - $121K
|
3.36K
$333K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-8- 1.26% |
$753 - $800
|
627
$62.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-253- 2.29% |
$23.8K - $25.3K
|
10.8K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-21.5K- 8.14% |
$2.02M - $2.15M
|
242K
$24M
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-860- 1.49% |
$81K - $86K
|
57K
$5.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
56+ 2.61% |
$5.27K - $5.6K
|
2.2K
$218K
|
|
|
Oct 28, 2025
Q3 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-425- 1.07% |
$40K - $42.5K
|
39.3K
$3.9M
|