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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.21K- 26.48% |
$296K - $328K
|
11.7K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
170+ 531.25% |
$11.9K - $13.2K
|
202
$20K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
43New |
$3.02K - $3.35K
|
43
$4.25K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.69KNew |
$259K - $287K
|
3.69K
$365K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.07K- 89.19% |
$356K - $394K
|
614
$60.7K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
900New |
$63.2K - $70.1K
|
900
$89K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.85KNew |
$130K - $144K
|
1.85K
$183K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-42- 0.49% |
$2.95K - $3.27K
|
8.57K
$847K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-22- 22.22% |
$1.54K - $1.71K
|
77
$7.61K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
414New |
$29.1K - $32.2K
|
414
$40.9K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.26K+ 43.98% |
$158K - $176K
|
7.38K
$730K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-38- 48.72% |
$2.67K - $2.96K
|
40
$3.96K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-30- 0.97% |
$2.11K - $2.34K
|
3.07K
$303K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
100+ 0.43% |
$7.02K - $7.79K
|
23.6K
$2.33M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
199+ 58.88% |
$14K - $15.5K
|
537
$53.1K
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
4.55KNew |
$319K - $354K
|
4.55K
$450K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.61KNew |
$254K - $281K
|
3.61K
$357K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
122New |
$8.57K - $9.5K
|
122
$12.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
284New |
$19.9K - $22.1K
|
284
$28.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
152KNew |
$10.7M - $11.8M
|
152K
$15M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
132New |
$9.27K - $10.3K
|
132
$13.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
1.01K+ 19.75% |
$70.9K - $78.6K
|
6.12K
$606K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
79New |
$5.55K - $6.15K
|
79
$7.81K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-365- 6.67% |
$25.6K - $28.4K
|
5.11K
$505K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11New |
$772 - $856
|
11
$1.09K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-301- 2.79% |
$21.1K - $23.4K
|
10.5K
$1.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-176- 1.57% |
$12.4K - $13.7K
|
11K
$1.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-75- 0.11% |
$5.27K - $5.84K
|
68.3K
$6.76M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
3.73KNew |
$262K - $290K
|
3.73K
$368K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
406New |
$28.5K - $31.6K
|
406
$40.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
62.1K+ 94.2% |
$4.36M - $4.84M
|
128K
$12.7M
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
255New |
$16.1K - $18.9K
|
255
$25.2K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
940New |
$59.4K - $69.5K
|
940
$92.9K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
422KNew |
$26.7M - $31.2M
|
422K
$41.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
28New |
$1.77K - $2.07K
|
28
$2.77K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-275- 4.62% |
$17.4K - $20.3K
|
5.68K
$562K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
5.34KNew |
$337K - $394K
|
5.34K
$528K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.26K+ 2856.82% |
$79.5K - $92.9K
|
1.3K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
70.8K+ 20.17% |
$4.48M - $5.23M
|
422K
$41.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
400+ 8.02% |
$25.3K - $29.6K
|
5.39K
$533K
|
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
1.37K+ 6.67% |
$86.9K - $102K
|
22K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
525KNew |
$33.2M - $38.8M
|
525K
$51.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.69KNew |
$107K - $125K
|
1.69K
$167K
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
864KNew |
$54.6M - $63.9M
|
864K
$85.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
360New |
$22.8K - $26.6K
|
360
$35.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
38New |
$2.4K - $2.81K
|
38
$3.76K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
552New |
$34.9K - $40.8K
|
552
$54.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-231- 5.4% |
$14.6K - $17.1K
|
4.04K
$400K
|
|
|
Feb 13, 2023
Q4 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
37.4KNew |
$2.36M - $2.76M
|
37.4K
$3.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-306- 4.76% |
$19.3K - $22.6K
|
6.12K
$605K
|
|