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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
73New |
$6.57K - $7.03K
|
73
$7.03K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-1.28K- 58.68% |
$115K - $123K
|
900
$86.6K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
284New |
$25.6K - $27.4K
|
284
$27.3K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-47.2K- 11.3% |
$4.25M - $4.55M
|
371K
$35.7M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.6KNew |
$324K - $346K
|
3.6K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-203- 0.43% |
$18.3K - $19.6K
|
47.1K
$4.54M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
77.4KNew |
$6.96M - $7.45M
|
77.4K
$7.45M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.86KNew |
$347K - $372K
|
3.86K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
200+ 3.07% |
$18K - $19.3K
|
6.72K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.33KNew |
$119K - $128K
|
1.33K
$128K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-6.2K- 50.31% |
$558K - $597K
|
6.12K
$589K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
188+ 7.06% |
$16.9K - $18.1K
|
2.85K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-106- 2.31% |
$9.54K - $10.2K
|
4.49K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-185- 3.95% |
$16.7K - $17.8K
|
4.5K
$433K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.23K+ 3.37% |
$471K - $504K
|
161K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-452- 6.75% |
$40.7K - $43.5K
|
6.24K
$601K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.12KNew |
$281K - $301K
|
3.12K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
406+ 0.45% |
$36.5K - $39.1K
|
91.1K
$8.77M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-300- 7.28% |
$27K - $28.9K
|
3.82K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-98.4K- 86.96% |
$8.86M - $9.48M
|
14.8K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
4.01K+ 15.98% |
$361K - $386K
|
29.1K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-836- 8.71% |
$75.2K - $80.5K
|
8.77K
$844K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
51+ 1.78% |
$4.59K - $4.91K
|
2.91K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-13- 86.67% |
$1.17K - $1.25K
|
2
$193
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.65K+ 28.03% |
$149K - $159K
|
7.55K
$726K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
156+ 650.0% |
$14K - $15K
|
180
$17.3K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-276K- 97.08% |
$24.9M - $26.6M
|
8.32K
$800K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.77KNew |
$339K - $363K
|
3.77K
$363K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.1K+ 2.69% |
$4.78M - $5.11M
|
2.03M
$195M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-49- 0.2% |
$4.41K - $4.72K
|
23.9K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
11+ 0.04% |
$990 - $1.06K
|
25.6K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-600- 20.27% |
$54K - $57.8K
|
2.36K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.68K- 0.46% |
$151K - $161K
|
362K
$34.8M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
888+ 1153.25% |
$79.9K - $85.5K
|
965
$92.9K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
221New |
$19.9K - $21.3K
|
221
$21.3K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.11KNew |
$280K - $300K
|
3.11K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
67New |
$6.03K - $6.45K
|
67
$6.45K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
100+ 3.45% |
$9K - $9.63K
|
3K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
923New |
$83.1K - $88.9K
|
923
$88.8K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
299+ 20.52% |
$26.9K - $28.8K
|
1.76K
$169K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
64+ 3.08% |
$5.76K - $6.16K
|
2.15K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
13K+ 63.7% |
$1.17M - $1.26M
|
33.5K
$3.22M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-127- 5.15% |
$11.4K - $12.2K
|
2.34K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
953New |
$85.8K - $91.8K
|
953
$91.7K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.55K+ 8.95% |
$140K - $150K
|
18.9K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
343+ 571.67% |
$30.9K - $33K
|
403
$38.8K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-80- 17.9% |
$7.2K - $7.71K
|
367
$35.3K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-813- 5.76% |
$73.2K - $78.3K
|
13.3K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-157- 6.78% |
$14.1K - $15.1K
|
2.16K
$208K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
179+ 526.47% |
$16.1K - $17.2K
|
213
$20.5K
|