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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.26K- 5.07% |
$102K - $119K
|
23.5K
$2.28M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-453- 3.11% |
$36.9K - $42.9K
|
14.1K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-3.47K- 3.35% |
$282K - $328K
|
99.9K
$9.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-125- 24.32% |
$10.2K - $11.8K
|
389
$37.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
325+ 1.3% |
$26.5K - $30.8K
|
25.2K
$2.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
158+ 0.17% |
$12.9K - $15K
|
91.4K
$8.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.47% |
$652 - $757
|
1.73K
$167K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-59.5K- 43.28% |
$4.85M - $5.63M
|
78K
$7.56M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
428+ 16.4% |
$34.9K - $40.5K
|
3.04K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
95+ 0.12% |
$7.74K - $8.99K
|
77.3K
$7.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
713+ 14.23% |
$58.1K - $67.5K
|
5.72K
$555K
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
6.22K+ 18.6% |
$507K - $589K
|
39.7K
$3.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-382- 1.62% |
$31.1K - $36.1K
|
23.1K
$2.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
39+ 6.38% |
$3.18K - $3.69K
|
650
$63K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-87- 0.07% |
$7.09K - $8.23K
|
123K
$12M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
4+ 0.15% |
$326 - $379
|
2.73K
$265K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
494+ 1.95% |
$40.2K - $46.7K
|
25.9K
$2.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
495+ 5.69% |
$40.3K - $46.8K
|
9.2K
$892K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.1K+ 1.47% |
$89.4K - $104K
|
75.8K
$7.35M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
766+ 2.95% |
$62.4K - $72.5K
|
26.7K
$2.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.63K+ 615.42% |
$215K - $249K
|
3.06K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
103+ 1.41% |
$8.39K - $9.75K
|
7.43K
$721K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.3KNew |
$105K - $123K
|
1.3K
$126K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$81.5 - $94.6
|
7.83K
$759K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
647+ 12.06% |
$52.7K - $61.2K
|
6.01K
$583K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-669- 6.48% |
$54.5K - $63.3K
|
9.65K
$936K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.69K- 46.2% |
$219K - $255K
|
3.13K
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.57K- 8.52% |
$454K - $527K
|
59.8K
$5.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5+ 0.53% |
$407 - $473
|
955
$92.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$326 - $379
|
3.47K
$336K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
175+ 3.16% |
$14.3K - $16.6K
|
5.72K
$555K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4KNew |
$326K - $379K
|
4K
$388K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 42.38% |
$90.4K - $105K
|
3.73K
$362K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-178- 2.81% |
$14.5K - $16.8K
|
6.16K
$597K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.36KNew |
$193K - $224K
|
2.36K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.72K+ 2.08% |
$466K - $541K
|
281K
$27.3M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3K+ 78.86% |
$244K - $284K
|
6.8K
$660K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
544+ 14.27% |
$44.3K - $51.5K
|
4.36K
$422K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23.4K+ 0.52% |
$1.9M - $2.21M
|
4.48M
$435M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
30+ 33.33% |
$2.44K - $2.84K
|
120
$11.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-184- 5.17% |
$15K - $17.4K
|
3.37K
$327K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-568- 19.99% |
$46.3K - $53.7K
|
2.27K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1- 0.05% |
$81.5 - $94.6
|
2.18K
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-38- 1.22% |
$3.1K - $3.6K
|
3.07K
$298K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-254- 1.12% |
$20.7K - $24K
|
22.5K
$2.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
5.41K+ 49.46% |
$441K - $512K
|
16.3K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.55K+ 5.64% |
$696K - $809K
|
160K
$15.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-42K- 36.8% |
$3.42M - $3.98M
|
72.2K
$7M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.17% |
$489 - $568
|
3.47K
$337K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
534+ 49.95% |
$43.5K - $50.5K
|
1.6K
$155K
|