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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-885- 67.66% |
$77.5K - $84.5K
|
423
$40.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5+ 0.1% |
$438 - $477
|
5.15K
$495K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-650- 16.83% |
$56.9K - $62.1K
|
3.21K
$309K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.71K- 59.01% |
$146K - $155K
|
1.19K
$114K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
335New |
$28.6K - $30.3K
|
335
$32.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
17+ 0.37% |
$1.45K - $1.54K
|
4.57K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
55New |
$4.7K - $4.97K
|
55
$5.29K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
585New |
$50K - $52.9K
|
585
$56.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-79- 2.73% |
$6.75K - $7.14K
|
2.82K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-222- 23.85% |
$19K - $20.1K
|
709
$68.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-659Closed |
$56.3K - $59.6K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
119New |
$10.2K - $10.8K
|
119
$11.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
93New |
$7.94K - $8.41K
|
93
$8.95K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
92New |
$7.86K - $8.32K
|
92
$8.86K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
114K+ 9.09% |
$9.69M - $10.3M
|
1.36M
$131M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.13K- 5.25% |
$182K - $193K
|
38.5K
$3.71M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
94New |
$8.03K - $8.5K
|
94
$9.05K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.2KNew |
$1.21M - $1.29M
|
14.2K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.62K+ 0.47% |
$309K - $327K
|
773K
$74.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-150- 3.78% |
$12.8K - $13.6K
|
3.82K
$368K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-158- 3.91% |
$13.5K - $14.3K
|
3.89K
$374K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-17- 0.29% |
$1.45K - $1.54K
|
5.82K
$561K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.03KNew |
$87.5K - $92.7K
|
1.03K
$98.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
241KNew |
$20.6M - $21.8M
|
241K
$23.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
250New |
$21.3K - $22.6K
|
250
$24.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-54.9K- 95.47% |
$4.69M - $4.96M
|
2.6K
$251K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.81K- 63.9% |
$325K - $344K
|
2.15K
$207K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.03% |
$85.4 - $90.4
|
3.03K
$292K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.27KNew |
$108K - $115K
|
1.27K
$122K
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-514- 17.47% |
$43.9K - $46.5K
|
2.43K
$234K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-67- 14.38% |
$5.72K - $6.06K
|
399
$38.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.83KNew |
$242K - $256K
|
2.83K
$273K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
6+ 0.1% |
$512 - $543
|
6.15K
$592K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
185New |
$15.8K - $16.7K
|
185
$17.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
544New |
$46.5K - $49.2K
|
544
$52.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
39+ 16.18% |
$3.33K - $3.53K
|
280
$27K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
122New |
$10.4K - $11K
|
122
$11.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
496+ 1550.0% |
$42.4K - $44.8K
|
528
$50.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
13+ 0.49% |
$1.11K - $1.18K
|
2.69K
$259K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-17- 0.26% |
$1.45K - $1.54K
|
6.41K
$617K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.41KNew |
$548K - $580K
|
6.41K
$617K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
75+ 12.21% |
$6.4K - $6.78K
|
689
$66.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-188- 29.79% |
$16.1K - $17K
|
443
$42.6K
|
|
| Q1 2024 | |||||||
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
35New |
$2.9K - $3.17K
|
35
$3.37K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.31KNew |
$440K - $481K
|
5.31K
$511K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-48- 3.72% |
$3.98K - $4.34K
|
1.24K
$120K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-100- 8.53% |
$8.29K - $9.04K
|
1.07K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3KNew |
$249K - $271K
|
3K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 10.0% |
$82.9 - $90.4
|
11
$1.06K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
26New |
$2.15K - $2.35K
|
26
$2.5K
|
|