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 |
|---|---|---|---|---|---|---|---|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
686+ 1.39% |
$55.9K - $64.9K
|
50.1K
$4.82M
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-12- 0.27% |
$978 - $1.14K
|
4.49K
$432K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-464- 3.02% |
$37.8K - $43.9K
|
14.9K
$1.44M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.72K- 30.53% |
$222K - $258K
|
6.19K
$596K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-64- 28.19% |
$5.21K - $6.06K
|
163
$15.7K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
269K+ 9.73% |
$21.9M - $25.5M
|
3.04M
$292M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
658+ 2.91% |
$53.6K - $62.3K
|
23.2K
$2.24M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-108- 50.0% |
$8.8K - $10.2K
|
108
$10.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-410- 8.19% |
$33.4K - $38.8K
|
4.59K
$442K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-164K- 1.78% |
$13.3M - $15.5M
|
9.02M
$868M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.48K+ 1.28% |
$202K - $235K
|
196K
$18.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-347K- 43.21% |
$28.3M - $32.8M
|
456K
$43.9M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
40+ 0.2% |
$3.26K - $3.79K
|
19.7K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.57K- 4.66% |
$210K - $244K
|
52.7K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.53K- 6.8% |
$206K - $240K
|
34.7K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.32K- 43.82% |
$107K - $125K
|
1.69K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.7K- 0.78% |
$1.03M - $1.2M
|
1.61M
$155M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
118+ 0.9% |
$9.61K - $11.2K
|
13.3K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 2.05% |
$147K - $170K
|
85.8K
$8.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-3- 0.12% |
$244 - $284
|
2.44K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
79.5K+ 197.22% |
$6.48M - $7.52M
|
120K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.68K+ 3.49% |
$788K - $916K
|
287K
$27.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
359+ 520.29% |
$29.2K - $34K
|
428
$41.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
17.8K+ 17.89% |
$1.45M - $1.68M
|
117K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
3.97KNew |
$323K - $375K
|
3.97K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
20.9KNew |
$1.7M - $1.98M
|
20.9K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-185K- 14.02% |
$15.1M - $17.5M
|
1.13M
$109M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.3K+ 33.23% |
$676K - $786K
|
33.3K
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
141+ 13.0% |
$11.5K - $13.3K
|
1.23K
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-8.58K- 36.14% |
$699K - $812K
|
15.2K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.8K+ 17.71% |
$1.37M - $1.59M
|
111K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
53K+ 152.21% |
$4.32M - $5.02M
|
87.9K
$8.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-11K- 32.46% |
$897K - $1.04M
|
22.9K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-13- 0.05% |
$1.06K - $1.23K
|
24.7K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-141- 2.61% |
$11.5K - $13.3K
|
5.26K
$506K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
150+ 0.14% |
$12.2K - $14.2K
|
107K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-76- 1.3% |
$6.19K - $7.19K
|
5.79K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.12K- 73.63% |
$580K - $674K
|
2.55K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.22K+ 1.26% |
$425K - $493K
|
419K
$40.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.25K- 10.61% |
$428K - $497K
|
44.3K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.4K- 56.36% |
$2.15M - $2.5M
|
20.4K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
726+ 0.61% |
$59.1K - $68.7K
|
120K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12K- 8.41% |
$981K - $1.14M
|
131K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-300- 0.35% |
$24.4K - $28.4K
|
85.8K
$8.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
823New |
$67K - $77.9K
|
823
$79.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
197+ 0.74% |
$16K - $18.6K
|
26.7K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.48K+ 0.44% |
$202K - $234K
|
567K
$54.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.19M+ 3.04% |
$179M - $208M
|
74.4M
$7.16B
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.34K+ 21.23% |
$109K - $127K
|
7.67K
$738K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.21K- 17.07% |
$180K - $209K
|
10.7K
$1.03M
|