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 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.5K- 1.79% |
$219K - $239K
|
137K
$13.6M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-43- 0.31% |
$3.77K - $4.11K
|
13.8K
$1.37M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11+ 0.64% |
$963 - $1.05K
|
1.73K
$171K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.1K+ 33.75% |
$1.06M - $1.15M
|
47.8K
$4.73M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2+ 0.04% |
$175 - $191
|
5.52K
$546K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-32.8K- 16.06% |
$2.88M - $3.14M
|
172K
$17M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.53K- 8.94% |
$484K - $528K
|
56.3K
$5.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.5K+ 10.94% |
$2.23M - $2.43M
|
258K
$25.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.89KNew |
$341K - $372K
|
3.89K
$385K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
186+ 37.73% |
$16.3K - $17.8K
|
679
$67.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
272+ 17.48% |
$23.8K - $26K
|
1.83K
$181K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.5K+ 65.91% |
$307K - $335K
|
8.82K
$872K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
87New |
$7.62K - $8.31K
|
87
$8.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8.13K- 14.71% |
$712K - $776K
|
47.1K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.76K+ 180.43% |
$592K - $645K
|
10.5K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.7K+ 59.65% |
$1.11M - $1.21M
|
33.9K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.91K+ 103.08% |
$167K - $182K
|
3.76K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.63K- 8.29% |
$318K - $347K
|
40.2K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
96+ 0.76% |
$8.41K - $9.17K
|
12.7K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
8+ 0.13% |
$700 - $764
|
6.38K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.74K- 1.29% |
$153K - $166K
|
133K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-405- 1.63% |
$35.5K - $38.7K
|
24.5K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.2K- 0.62% |
$890K - $971K
|
1.63M
$161M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-125- 1.18% |
$10.9K - $11.9K
|
10.4K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
96.6K+ 46.06% |
$8.45M - $9.22M
|
306K
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.94K- 4.44% |
$520K - $567K
|
128K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-989- 2.45% |
$86.6K - $94.4K
|
39.4K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-993- 1.9% |
$86.9K - $94.8K
|
51.3K
$5.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
213+ 3.06% |
$18.7K - $20.3K
|
7.18K
$710K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-1- 0.04% |
$87.6 - $95.5
|
2.62K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-7.66K- 3.08% |
$671K - $732K
|
241K
$23.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-369K- 52.11% |
$32.3M - $35.2M
|
339K
$33.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.76K- 1.63% |
$241K - $263K
|
166K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.16K- 4.94% |
$101K - $110K
|
22.2K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-27.7K- 64.43% |
$2.43M - $2.65M
|
15.3K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.55K+ 6.62% |
$135K - $148K
|
24.9K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.49K- 3.88% |
$393K - $429K
|
111K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
124K+ 19.33% |
$10.8M - $11.8M
|
764K
$75.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-507- 5.3% |
$44.4K - $48.4K
|
9.06K
$896K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.85K+ 26.41% |
$687K - $750K
|
37.6K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2.48K- 99.4% |
$217K - $237K
|
15
$1.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-161- 2.81% |
$14.1K - $15.4K
|
5.57K
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.56K+ 14.41% |
$137K - $149K
|
12.4K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
38.1K+ 22.16% |
$3.34M - $3.64M
|
210K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2+ 0.09% |
$175 - $191
|
2.29K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.9K- 1.22% |
$429K - $468K
|
396K
$39.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.23K+ 6.08% |
$720K - $786K
|
143K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
143+ 0.17% |
$12.5K - $13.7K
|
83K
$8.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.41KNew |
$299K - $326K
|
3.41K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.29M+ 3.62% |
$201M - $219M
|
65.6M
$6.49B
|