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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.06K+ 0.67% |
$250K - $290K
|
460K
$44.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
243New |
$19.8K - $23K
|
243
$23.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
378New |
$30.8K - $35.8K
|
378
$36.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.21K+ 4.99% |
$343K - $399K
|
88.7K
$8.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
16.5KNew |
$1.34M - $1.56M
|
16.5K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
20.9K+ 5.92% |
$1.7M - $1.98M
|
374K
$36M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
12.1K+ 8.17% |
$988K - $1.15M
|
161K
$15.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
123+ 219.64% |
$10K - $11.6K
|
179
$17.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.28K+ 3.24% |
$267K - $310K
|
105K
$10.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-73- 0.14% |
$5.95K - $6.91K
|
50.5K
$4.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
9.81K+ 46.55% |
$799K - $928K
|
30.9K
$2.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.74K- 4.5% |
$223K - $259K
|
58.2K
$5.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
177+ 0.19% |
$14.4K - $16.7K
|
95.6K
$9.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-146- 5.46% |
$11.9K - $13.8K
|
2.53K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
83+ 3.05% |
$6.76K - $7.85K
|
2.8K
$270K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
SELL
|
- |
-193- 0.98% |
$15.7K - $18.3K
|
19.6K
$1.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
18.3K+ 2.29% |
$1.49M - $1.73M
|
819K
$78.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
9.21K+ 15.62% |
$750K - $872K
|
68.2K
$6.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-425- 0.47% |
$34.6K - $40.2K
|
89.4K
$8.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-332- 24.92% |
$27K - $31.4K
|
1K
$96.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-232- 5.04% |
$18.9K - $22K
|
4.37K
$420K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-467- 54.88% |
$38K - $44.2K
|
384
$37K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
51+ 34.46% |
$4.15K - $4.83K
|
199
$19.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
84+ 2.88% |
$6.84K - $7.95K
|
3.01K
$289K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 0.64% |
$2.44K - $2.84K
|
4.64K
$447K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-235- 1.76% |
$19.1K - $22.2K
|
13.1K
$1.26M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
8.55K+ 3.63% |
$696K - $809K
|
244K
$23.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
972+ 2.73% |
$79.2K - $92K
|
36.6K
$3.52M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-67- 2.5% |
$5.46K - $6.34K
|
2.61K
$252K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-2.75K- 30.51% |
$224K - $261K
|
6.27K
$604K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
49K+ 63.91% |
$3.99M - $4.63M
|
126K
$12.1M
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14+ 0.2% |
$1.26K - $1.35K
|
7.07K
$681K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.31KNew |
$208K - $223K
|
2.31K
$223K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-921- 3.96% |
$82.9K - $88.7K
|
22.3K
$2.15M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2K- 28.24% |
$180K - $193K
|
5.08K
$489K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30.4K+ 12.79% |
$2.73M - $2.92M
|
268K
$25.8M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.23KNew |
$111K - $118K
|
1.23K
$118K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
613New |
$55.2K - $59K
|
613
$59K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
22+ 0.3% |
$1.98K - $2.12K
|
7.36K
$708K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.05K- 32.53% |
$275K - $294K
|
6.33K
$609K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
403+ 6.24% |
$36.3K - $38.8K
|
6.86K
$660K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.07K+ 297.41% |
$186K - $199K
|
2.77K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-857- 12.81% |
$77.1K - $82.5K
|
5.83K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-822- 3.69% |
$74K - $79.2K
|
21.5K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.45K- 98.78% |
$400K - $428K
|
55
$5.29K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
82New |
$7.38K - $7.9K
|
82
$7.89K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-1- 0.04% |
$90 - $96.3
|
2.58K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.9KNew |
$351K - $376K
|
3.9K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
12.1K+ 58.13% |
$1.09M - $1.16M
|
32.9K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-130- 14.4% |
$11.7K - $12.5K
|
773
$74.4K
|
|