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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-40- 11.76% |
$2.53K - $2.96K
|
300
$29.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
30+ 20.0% |
$1.9K - $2.22K
|
180
$17.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
SELL
|
- |
-2.37K- 3.73% |
$150K - $176K
|
61.2K
$6.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.28KNew |
$207K - $242K
|
3.28K
$324K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.39KNew |
$151K - $177K
|
2.39K
$237K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
90New |
$5.69K - $6.65K
|
90
$8.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-841- 2.94% |
$53.2K - $62.2K
|
27.8K
$2.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-88- 0.84% |
$5.56K - $6.51K
|
10.3K
$1.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.06% |
$126 - $148
|
3.48K
$344K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
252New |
$15.9K - $18.6K
|
252
$24.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.13KNew |
$198K - $232K
|
3.13K
$310K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
101New |
$6.39K - $7.47K
|
101
$9.99K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-67- 0.98% |
$4.24K - $4.95K
|
6.75K
$667K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
29+ 5.47% |
$1.83K - $2.14K
|
559
$55.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.39KNew |
$340K - $398K
|
5.39K
$532K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
83New |
$5.25K - $6.14K
|
83
$8.21K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
900New |
$56.9K - $66.5K
|
900
$89K
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.96KNew |
$187K - $219K
|
2.96K
$293K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
718New |
$45.4K - $53.1K
|
718
$71K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
43New |
$2.72K - $3.18K
|
43
$4.25K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
67New |
$4.24K - $4.95K
|
67
$6.62K
|
|
| Q3 2022 | |||||||
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.99KNew |
$250K - $294K
|
3.99K
$395K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
28+ 0.38% |
$1.75K - $2.06K
|
7.44K
$735K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2KNew |
$125K - $147K
|
2K
$198K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
15.3KNew |
$960K - $1.13M
|
15.3K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
5.39KNew |
$337K - $397K
|
5.39K
$532K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
97New |
$6.07K - $7.14K
|
97
$9.59K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
740+ 1275.86% |
$46.3K - $54.5K
|
798
$78.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.28KNew |
$80.3K - $94.5K
|
1.28K
$127K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.52K+ 6.71% |
$221K - $259K
|
56K
$5.54M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.03K+ 11.6% |
$315K - $370K
|
48.4K
$4.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
25+ 0.39% |
$1.57K - $1.84K
|
6.38K
$630K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.19K+ 396.67% |
$74.5K - $87.6K
|
1.49K
$147K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.27K+ 13.18% |
$142K - $167K
|
19.5K
$1.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
573+ 95.82% |
$35.9K - $42.2K
|
1.17K
$116K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-27.6K- 46.01% |
$1.73M - $2.03M
|
32.4K
$3.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
31.7KNew |
$1.99M - $2.34M
|
31.7K
$3.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-938- 31.84% |
$58.7K - $69.1K
|
2.01K
$199K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
20.7KNew |
$1.3M - $1.52M
|
20.7K
$2.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.6% |
$188 - $221
|
504
$49.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-775- 17.54% |
$48.5K - $57.1K
|
3.64K
$360K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10New |
$626 - $736
|
10
$989
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
646+ 63.15% |
$40.4K - $47.6K
|
1.67K
$165K
|
|
|
Oct 31, 2022
Q3 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
4.61KNew |
$288K - $339K
|
4.61K
$455K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
414New |
$25.9K - $30.5K
|
414
$40.9K
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.51KNew |
$220K - $258K
|
3.51K
$347K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
54New |
$3.38K - $3.98K
|
54
$5.34K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
922New |
$57.7K - $67.9K
|
922
$91.2K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-200- 26.32% |
$13K - $15.4K
|
560
$55.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-87Closed |
$5.64K - $6.71K
|
0
$0
|
|