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
|
Parallel Advisors, LLC
|
BUY
|
- |
112+ 1.83% |
$9.56K - $10.1K
|
6.23K
$616K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-54.9K- 95.47% |
$4.69M - $4.96M
|
2.6K
$257K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.81K- 63.9% |
$325K - $344K
|
2.15K
$213K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.03% |
$85.4 - $90.4
|
3.03K
$300K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.4KNew |
$1.32M - $1.39M
|
15.4K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
40KNew |
$3.41M - $3.62M
|
40K
$3.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.27KNew |
$108K - $115K
|
1.27K
$125K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
38.1KNew |
$3.26M - $3.45M
|
38.1K
$3.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-514- 17.47% |
$43.9K - $46.5K
|
2.43K
$240K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-6.91K- 68.3% |
$590K - $625K
|
3.21K
$317K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-67- 14.38% |
$5.72K - $6.06K
|
399
$39.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.83KNew |
$242K - $256K
|
2.83K
$280K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-336- 13.59% |
$28.7K - $30.4K
|
2.14K
$211K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.15KNew |
$98.2K - $104K
|
1.15K
$114K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.34K+ 9.47% |
$114K - $121K
|
15.5K
$1.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
6+ 0.1% |
$512 - $543
|
6.15K
$608K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-229- 0.93% |
$19.6K - $20.7K
|
24.5K
$2.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-680- 2.33% |
$58.1K - $61.5K
|
28.5K
$2.82M
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
185New |
$15.8K - $16.7K
|
185
$18.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.85KNew |
$244K - $258K
|
2.85K
$282K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
544New |
$46.5K - $49.2K
|
544
$53.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
265New |
$22.6K - $24K
|
265
$26.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-30- 0.63% |
$2.56K - $2.71K
|
4.75K
$470K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-296- 3.88% |
$25.3K - $26.8K
|
7.34K
$725K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1.05K+ 1.4% |
$89.8K - $95.1K
|
76.1K
$7.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 14.29% |
$85.4 - $90.4
|
8
$791
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
39+ 16.18% |
$3.33K - $3.53K
|
280
$27.7K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-96- 10.6% |
$8.2K - $8.68K
|
810
$80.1K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
122New |
$10.4K - $11K
|
122
$12.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-178- 4.73% |
$15.2K - $16.1K
|
3.58K
$354K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.04K+ 46.25% |
$174K - $185K
|
6.45K
$638K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-68- 68.0% |
$5.81K - $6.15K
|
32
$3.16K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-90- 2.63% |
$7.69K - $8.14K
|
3.33K
$329K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
496+ 1550.0% |
$42.4K - $44.8K
|
528
$52.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-50- 0.29% |
$4.27K - $4.52K
|
17.4K
$1.72M
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
13+ 0.49% |
$1.11K - $1.18K
|
2.69K
$266K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
611New |
$52.2K - $55.2K
|
611
$60.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-17- 0.26% |
$1.45K - $1.54K
|
6.41K
$634K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-350- 12.75% |
$29.9K - $31.6K
|
2.4K
$237K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.15K- 42.74% |
$269K - $285K
|
4.22K
$417K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.41KNew |
$548K - $580K
|
6.41K
$634K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.9KNew |
$248K - $262K
|
2.9K
$287K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
75+ 12.21% |
$6.4K - $6.78K
|
689
$68.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
146New |
$12.5K - $13.2K
|
146
$14.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-188- 29.79% |
$16.1K - $17K
|
443
$43.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
41+ 6.86% |
$3.5K - $3.71K
|
639
$63.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
148New |
$12.6K - $13.4K
|
148
$14.6K
|
|
| Q1 2024 | |||||||
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.31KNew |
$440K - $481K
|
5.31K
$525K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-85- 8.08% |
$7.04K - $7.69K
|
967
$95.6K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-48- 3.72% |
$3.98K - $4.34K
|
1.24K
$123K
|
|