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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.34K- 31.23% |
$111K - $121K
|
2.96K
$295K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.63KNew |
$135K - $147K
|
1.63K
$162K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-69.3K- 65.25% |
$5.74M - $6.27M
|
36.9K
$3.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
26.1K+ 83.51% |
$2.16M - $2.36M
|
57.3K
$5.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-957- 75.83% |
$79.3K - $86.6K
|
305
$30.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.09K- 8.09% |
$173K - $189K
|
23.7K
$2.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
153+ 4.14% |
$12.7K - $13.8K
|
3.85K
$384K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
5.75KNew |
$477K - $520K
|
5.75K
$573K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
18+ 0.36% |
$1.49K - $1.63K
|
4.98K
$496K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
30.5KNew |
$2.53M - $2.76M
|
30.5K
$3.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
290+ 1.42% |
$24K - $26.2K
|
20.7K
$2.07M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-130- 2.59% |
$10.8K - $11.8K
|
4.88K
$487K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-72- 10.68% |
$5.97K - $6.51K
|
602
$60K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
109New |
$9.03K - $9.86K
|
109
$10.9K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
25.6KNew |
$2.12M - $2.32M
|
25.6K
$2.56M
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
307K+ 432.4% |
$22M - $26M
|
378K
$37.7M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.1KNew |
$78.4K - $92.8K
|
1.1K
$109K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
42New |
$3K - $3.55K
|
42
$4.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.28K+ 46.5% |
$91.6K - $108K
|
4.04K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.33KNew |
$452K - $535K
|
6.33K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
20.5KNew |
$1.46M - $1.73M
|
20.5K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
21New |
$1.5K - $1.78K
|
21
$2.09K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-20- 27.4% |
$1.43K - $1.69K
|
53
$5.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.51KNew |
$180K - $213K
|
2.51K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
221KNew |
$15.8M - $18.7M
|
221K
$22.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.75KNew |
$125K - $148K
|
1.75K
$174K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.9KNew |
$279K - $330K
|
3.9K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
165New |
$11.8K - $14K
|
165
$16.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
68+ 2.61% |
$4.86K - $5.75K
|
2.67K
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$915K - $1.08M
|
12.8K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
26+ 9.12% |
$1.86K - $2.2K
|
311
$31K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.66K- 16.04% |
$118K - $140K
|
8.67K
$864K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
261New |
$18.7K - $22.1K
|
261
$26K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.41K- 45.11% |
$387K - $458K
|
6.59K
$656K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
4.85KNew |
$347K - $410K
|
4.85K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-422- 11.46% |
$30.2K - $35.7K
|
3.26K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
488New |
$34.9K - $41.3K
|
488
$48.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
267New |
$19.1K - $22.6K
|
267
$26.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3New |
$214 - $254
|
3
$299
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
147+ 4.21% |
$10.5K - $12.4K
|
3.64K
$362K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.9KNew |
$207K - $245K
|
2.9K
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
139New |
$9.94K - $11.8K
|
139
$13.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
942New |
$67.3K - $79.7K
|
942
$93.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.15K- 27.86% |
$225K - $267K
|
8.16K
$813K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-995- 11.02% |
$71.1K - $84.2K
|
8.04K
$801K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
212New |
$15.2K - $17.9K
|
212
$21.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
194+ 6.66% |
$13.9K - $16.4K
|
3.11K
$310K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
4.36KNew |
$312K - $369K
|
4.36K
$435K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
49+ 1.09% |
$3.5K - $4.15K
|
4.55K
$453K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4.6KNew |
$329K - $389K
|
4.6K
$458K
|
|