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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.31KNew |
$440K - $481K
|
5.31K
$530K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-85- 8.08% |
$7.04K - $7.69K
|
967
$96.4K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-48- 3.72% |
$3.98K - $4.34K
|
1.24K
$124K
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
8.52KNew |
$706K - $771K
|
8.52K
$849K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-100- 8.53% |
$8.29K - $9.04K
|
1.07K
$107K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3KNew |
$249K - $271K
|
3K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 10.0% |
$82.9 - $90.4
|
11
$1.1K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-453- 8.05% |
$37.5K - $41K
|
5.18K
$516K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.69K- 16.67% |
$223K - $243K
|
13.4K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
26New |
$2.15K - $2.35K
|
26
$2.59K
|
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-232K- 93.95% |
$19.2M - $21M
|
14.9K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.3K+ 161.18% |
$191K - $208K
|
3.73K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.7KNew |
$307K - $335K
|
3.7K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.9KNew |
$240K - $262K
|
2.9K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.42K+ 1.43% |
$283K - $309K
|
242K
$24.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
61.8K+ 142.18% |
$5.12M - $5.59M
|
105K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
220+ 318.84% |
$18.2K - $19.9K
|
289
$28.8K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.36KNew |
$113K - $123K
|
1.36K
$136K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8- 24.24% |
$663 - $724
|
25
$2.49K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-140- 3.84% |
$11.6K - $12.7K
|
3.51K
$349K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.64K- 7.31% |
$136K - $148K
|
20.8K
$2.07M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.86KNew |
$154K - $168K
|
1.86K
$185K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-50- 1.7% |
$4.14K - $4.52K
|
2.89K
$288K
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.35KNew |
$194K - $212K
|
2.35K
$234K
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-8.76K- 50.45% |
$726K - $792K
|
8.6K
$858K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.1K+ 365.08% |
$1.09M - $1.19M
|
16.7K
$1.67M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.85K+ 27.07% |
$319K - $348K
|
18.1K
$1.8M
|
|
|
May 07, 2024
Q1 2024
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
2.67KNew |
$221K - $241K
|
2.67K
$266K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
290New |
$24K - $26.2K
|
290
$28.9K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-188- 1.2% |
$15.6K - $17K
|
15.4K
$1.54M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-128- 2.66% |
$10.6K - $11.6K
|
4.69K
$468K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
230New |
$19.1K - $20.8K
|
230
$22.9K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.11K- 17.8% |
$175K - $191K
|
9.76K
$973K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.25KNew |
$186K - $203K
|
2.25K
$224K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
315New |
$26.1K - $28.5K
|
315
$31.4K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.22KNew |
$101K - $111K
|
1.22K
$122K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.43K+ 9.19% |
$119K - $130K
|
17K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.98K- 15.87% |
$247K - $269K
|
15.8K
$1.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
99New |
$8.2K - $8.95K
|
99
$9.87K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.74KNew |
$310K - $338K
|
3.74K
$372K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.55KNew |
$294K - $321K
|
3.55K
$353K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
853+ 13.05% |
$70.7K - $77.1K
|
7.39K
$737K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
206New |
$17.1K - $18.6K
|
206
$20.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-122- 4.13% |
$10.1K - $11K
|
2.83K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-12.1K- 46.27% |
$1M - $1.1M
|
14.1K
$1.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
73New |
$6.05K - $6.6K
|
73
$7.28K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.77K- 27.15% |
$147K - $160K
|
4.76K
$475K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-219- 5.9% |
$18.1K - $19.8K
|
3.49K
$348K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
17New |
$1.41K - $1.54K
|
17
$1.69K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.35KNew |
$194K - $212K
|
2.35K
$234K
|