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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-174- 28.62% |
$15.2K - $16.6K
|
434
$41.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
54New |
$4.73K - $5.16K
|
54
$5.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
87New |
$7.62K - $8.31K
|
87
$8.37K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
3.18KNew |
$278K - $303K
|
3.18K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
650New |
$56.9K - $62.1K
|
650
$62.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.1KNew |
$184K - $201K
|
2.1K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
798+ 30.55% |
$69.9K - $76.2K
|
3.41K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-120- 4.98% |
$10.5K - $11.5K
|
2.29K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7New |
$613 - $668
|
7
$674
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
888New |
$77.8K - $84.8K
|
888
$85.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.17K+ 16.18% |
$628K - $685K
|
51.5K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-344- 9.48% |
$30.1K - $32.8K
|
3.28K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-381- 0.7% |
$33.4K - $36.4K
|
54.3K
$5.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.52KNew |
$833K - $909K
|
9.52K
$916K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.12KNew |
$185K - $202K
|
2.12K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
127+ 0.29% |
$11.1K - $12.1K
|
44.2K
$4.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.01K- 26.02% |
$88K - $96K
|
2.86K
$275K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
131New |
$11.5K - $12.5K
|
131
$12.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.18KNew |
$191K - $208K
|
2.18K
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11+ 0.3% |
$963 - $1.05K
|
3.69K
$355K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-217- 1.8% |
$19K - $20.7K
|
11.8K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
801New |
$70.1K - $76.5K
|
801
$77.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.01KNew |
$526K - $574K
|
6.01K
$578K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
340New |
$29.8K - $32.5K
|
340
$32.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-213- 7.72% |
$18.7K - $20.3K
|
2.55K
$245K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.19KNew |
$192K - $209K
|
2.19K
$211K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
4.18KNew |
$366K - $399K
|
4.18K
$402K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
71+ 2.36% |
$6.22K - $6.78K
|
3.08K
$296K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 54.17% |
$1.14K - $1.24K
|
37
$3.56K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
27.1KNew |
$2.37M - $2.59M
|
27.1K
$2.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 0.62% |
$788 - $859
|
1.45K
$140K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
66+ 14.57% |
$5.78K - $6.3K
|
519
$50K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
150New |
$13.1K - $14.3K
|
150
$14.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65.3K+ 13.12% |
$5.71M - $6.23M
|
563K
$54.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.3K+ 2.47% |
$1.69M - $1.84M
|
802K
$77.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15+ 1.1% |
$1.31K - $1.43K
|
1.38K
$133K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-65- 21.1% |
$5.69K - $6.21K
|
243
$23.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
33+ 1.13% |
$2.89K - $3.15K
|
2.96K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.77KNew |
$418K - $456K
|
4.77K
$459K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.52% |
$87.6 - $95.5
|
67
$6.45K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.42KNew |
$387K - $422K
|
4.42K
$426K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.76KNew |
$242K - $264K
|
2.76K
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
2.25KNew |
$197K - $215K
|
2.25K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-382- 8.09% |
$33.4K - $36.5K
|
4.34K
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
8.67KNew |
$759K - $827K
|
8.67K
$834K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
220New |
$19.3K - $21K
|
220
$21.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
2.11KNew |
$184K - $201K
|
2.11K
$203K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
505New |
$44.2K - $48.2K
|
505
$48.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-775- 24.32% |
$67.9K - $74K
|
2.41K
$232K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
512New |
$44.8K - $48.9K
|
512
$49.3K
|