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 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
607+ 26.7% |
$51.8K - $54.9K
|
2.88K
$272K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
299K+ 7.78% |
$25.5M - $27M
|
4.14M
$390M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-934- 13.55% |
$79.8K - $84.5K
|
5.96K
$562K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-448- 3.34% |
$38.3K - $40.5K
|
12.9K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.1K+ 1.84% |
$93.6K - $99.1K
|
60.8K
$5.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
638K+ 5.18% |
$54.4M - $57.6M
|
12.9M
$1.22B
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.81K- 63.9% |
$325K - $344K
|
2.15K
$203K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.9K+ 19.51% |
$1.19M - $1.26M
|
85.4K
$8.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
2.45K+ 8.96% |
$209K - $221K
|
29.8K
$2.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
769+ 2.51% |
$65.7K - $69.5K
|
31.5K
$2.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
287+ 1.3% |
$24.5K - $26K
|
22.4K
$2.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.03% |
$85.4 - $90.4
|
3.03K
$286K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.31K- 6.17% |
$368K - $389K
|
65.5K
$6.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5.7K+ 2.65% |
$487K - $516K
|
221K
$20.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.4KNew |
$1.32M - $1.39M
|
15.4K
$1.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
40KNew |
$3.41M - $3.62M
|
40K
$3.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
807+ 35.03% |
$68.9K - $73K
|
3.11K
$293K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.02K+ 17.01% |
$258K - $273K
|
20.8K
$1.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.98K+ 17.6% |
$169K - $179K
|
13.2K
$1.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.27KNew |
$108K - $115K
|
1.27K
$120K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
38.1KNew |
$3.26M - $3.45M
|
38.1K
$3.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-514- 17.47% |
$43.9K - $46.5K
|
2.43K
$229K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-6.91K- 68.3% |
$590K - $625K
|
3.21K
$303K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
801+ 11.95% |
$68.4K - $72.4K
|
7.5K
$708K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
62+ 89.86% |
$5.29K - $5.61K
|
131
$12.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.9K+ 12.63% |
$674K - $714K
|
70.4K
$6.64M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
80+ 2.27% |
$6.83K - $7.23K
|
3.6K
$340K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-15- 0.01% |
$1.28K - $1.36K
|
118K
$11.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
899+ 82.7% |
$76.8K - $81.3K
|
1.99K
$187K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.89K- 25.18% |
$247K - $262K
|
8.6K
$811K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-67- 14.38% |
$5.72K - $6.06K
|
399
$37.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
95.8K+ 28.86% |
$8.18M - $8.66M
|
428K
$40.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.95K- 6.21% |
$508K - $538K
|
89.9K
$8.48M
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-5- 0.05% |
$427 - $452
|
9.35K
$882K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.86K- 1.97% |
$244K - $259K
|
142K
$13.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.83KNew |
$242K - $256K
|
2.83K
$267K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.88K+ 18.8% |
$332K - $351K
|
24.5K
$2.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-389- 8.14% |
$33.2K - $35.2K
|
4.39K
$414K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-34.6K- 35.92% |
$2.96M - $3.13M
|
61.8K
$5.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-654- 3.7% |
$55.8K - $59.1K
|
17K
$1.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.9K- 18.44% |
$418K - $443K
|
21.7K
$2.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
352+ 1.11% |
$30.1K - $31.8K
|
32K
$3.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
5.15K+ 11.09% |
$439K - $465K
|
51.6K
$4.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50+ 15.06% |
$4.27K - $4.52K
|
382
$36K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-530- 7.59% |
$45.3K - $47.9K
|
6.45K
$608K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-336- 13.59% |
$28.7K - $30.4K
|
2.14K
$202K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.15KNew |
$98.2K - $104K
|
1.15K
$108K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.34K+ 9.47% |
$114K - $121K
|
15.5K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
6+ 0.1% |
$512 - $543
|
6.15K
$580K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.07K+ 1.07% |
$91.4K - $96.7K
|
101K
$9.53M
|