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 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-422- 11.46% |
$30.2K - $35.7K
|
3.26K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
267New |
$19.1K - $22.6K
|
267
$25.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3New |
$214 - $254
|
3
$289
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.9KNew |
$207K - $245K
|
2.9K
$279K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
942New |
$67.3K - $79.7K
|
942
$90.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.15K- 27.86% |
$225K - $267K
|
8.16K
$785K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-995- 11.02% |
$71.1K - $84.2K
|
8.04K
$773K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
194+ 6.66% |
$13.9K - $16.4K
|
3.11K
$299K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
4.36KNew |
$312K - $369K
|
4.36K
$420K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
49+ 1.09% |
$3.5K - $4.15K
|
4.55K
$438K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4.6KNew |
$329K - $389K
|
4.6K
$443K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
12+ 0.79% |
$858 - $1.02K
|
1.53K
$147K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
109New |
$7.79K - $9.22K
|
109
$10.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.09K- 69.14% |
$78K - $92.3K
|
487
$46.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3.21K- 47.57% |
$229K - $271K
|
3.53K
$340K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
57New |
$4.07K - $4.82K
|
57
$5.49K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
453+ 1.08% |
$32.4K - $38.3K
|
42.3K
$4.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$71.5 - $84.6
|
8.15K
$784K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-59- 1.22% |
$4.22K - $4.99K
|
4.78K
$460K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10KNew |
$716K - $847K
|
10K
$964K
|
|
| Q3 2023 | |||||||
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-70Closed |
$5.21K - $5.67K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-125- 58.96% |
$9.3K - $10.1K
|
87
$8.37K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
40New |
$2.98K - $3.24K
|
40
$3.85K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.97KNew |
$370K - $403K
|
4.97K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
17.4K+ 4.64% |
$1.3M - $1.41M
|
393K
$37.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18New |
$1.34K - $1.46K
|
18
$1.73K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
165New |
$12.3K - $13.4K
|
165
$15.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-323KClosed |
$24M - $26.2M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.71KNew |
$202K - $220K
|
2.71K
$261K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-250- 2.05% |
$18.6K - $20.3K
|
11.9K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
19+ 0.6% |
$1.41K - $1.54K
|
3.17K
$305K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4K- 0.33% |
$297K - $324K
|
1.21M
$117M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.23KNew |
$240K - $262K
|
3.23K
$311K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$242K - $264K
|
3.26K
$314K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
4.34KNew |
$323K - $351K
|
4.34K
$417K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.81KNew |
$209K - $227K
|
2.81K
$270K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
368+ 13.72% |
$27.4K - $29.8K
|
3.05K
$294K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20- 1.81% |
$1.49K - $1.62K
|
1.08K
$104K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-5.76K- 0.95% |
$429K - $467K
|
603K
$58.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-10- 15.38% |
$744 - $810
|
55
$5.29K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
512New |
$38.1K - $41.5K
|
512
$49.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28New |
$2.08K - $2.27K
|
28
$2.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-179- 0.87% |
$13.3K - $14.5K
|
20.4K
$1.96M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
511New |
$38K - $41.4K
|
511
$49.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33New |
$2.45K - $2.67K
|
33
$3.18K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-317- 85.44% |
$23.6K - $25.7K
|
54
$5.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-197- 5.38% |
$14.7K - $16K
|
3.46K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
12KNew |
$891K - $971K
|
12K
$1.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
700New |
$52.1K - $56.7K
|
700
$67.4K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.12K- 53.45% |
$232K - $253K
|
2.72K
$261K
|
|