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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
143+ 0.17% |
$12.5K - $13.7K
|
83K
$8.27M
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.41KNew |
$299K - $326K
|
3.41K
$340K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.29M+ 3.62% |
$201M - $219M
|
65.6M
$6.54B
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.4K+ 0.65% |
$4.85M - $5.29M
|
8.63M
$861M
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
7+ 0.16% |
$613 - $668
|
4.47K
$446K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
830+ 19.09% |
$72.7K - $79.3K
|
5.18K
$516K
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.72K- 19.88% |
$151K - $165K
|
6.94K
$692K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
263+ 1.83% |
$23K - $25.1K
|
14.7K
$1.46M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
826K+ 10714.05% |
$72.4M - $78.9M
|
834K
$83.2M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.24K- 6.64% |
$196K - $214K
|
31.6K
$3.15M
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.58% |
$1.23K - $1.34K
|
2.44K
$243K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.4K+ 4.28% |
$3.71M - $4.05M
|
1.03M
$103M
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-138- 3.73% |
$12.1K - $13.2K
|
3.56K
$355K
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.83K+ 18.65% |
$335K - $366K
|
24.4K
$2.43M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-30K- 77.3% |
$2.63M - $2.87M
|
8.81K
$878K
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
9.99KNew |
$874K - $954K
|
9.99K
$996K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.15KNew |
$451K - $492K
|
5.15K
$513K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-174- 28.62% |
$15.2K - $16.6K
|
434
$43.3K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.5K+ 126.68% |
$745K - $812K
|
15.2K
$1.52M
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-254K- 69.01% |
$22.2M - $24.2M
|
114K
$11.4M
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.2K+ 44.77% |
$1.24M - $1.35M
|
45.8K
$4.57M
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.6K+ 11.03% |
$140K - $152K
|
16.1K
$1.6M
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
38.2K+ 138.21% |
$3.35M - $3.65M
|
65.9K
$6.57M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.78K+ 3.24% |
$156K - $170K
|
56.8K
$5.66M
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-375- 6.4% |
$32.8K - $35.8K
|
5.49K
$547K
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
26+ 0.28% |
$2.28K - $2.48K
|
9.28K
$925K
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
27.3K+ 25.93% |
$2.39M - $2.61M
|
133K
$13.2M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
54New |
$4.73K - $5.16K
|
54
$5.38K
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-911- 0.64% |
$79.8K - $87K
|
141K
$14M
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-382- 1.43% |
$33.4K - $36.5K
|
26.4K
$2.63M
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
806K+ 53.19% |
$70.6M - $77M
|
2.32M
$231M
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
278+ 11.73% |
$24.3K - $26.5K
|
2.65K
$264K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.18K+ 7.11% |
$104K - $113K
|
17.8K
$1.78M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-357- 0.97% |
$31.3K - $34.1K
|
36.4K
$3.63M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.61KNew |
$229K - $249K
|
2.61K
$260K
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.5% |
$175 - $191
|
404
$40.3K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
87New |
$7.62K - $8.31K
|
87
$8.67K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
301+ 0.48% |
$26.4K - $28.7K
|
62.5K
$6.23M
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
3.18KNew |
$278K - $303K
|
3.18K
$317K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.11K- 7.31% |
$710K - $775K
|
103K
$10.2M
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-573- 4.47% |
$50.2K - $54.7K
|
12.3K
$1.22M
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
650New |
$56.9K - $62.1K
|
650
$64.8K
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.1KNew |
$184K - $201K
|
2.1K
$209K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-652- 2.32% |
$57.1K - $62.3K
|
27.5K
$2.74M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
798+ 30.55% |
$69.9K - $76.2K
|
3.41K
$340K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-50- 0.78% |
$4.38K - $4.77K
|
6.4K
$638K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-248- 5.39% |
$21.7K - $23.7K
|
4.35K
$434K
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.28KNew |
$200K - $218K
|
2.28K
$227K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.34K+ 30.57% |
$117K - $128K
|
5.73K
$571K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.25K+ 216.94% |
$547K - $597K
|
9.13K
$910K
|