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 13, 2022
Q1 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
425+ 0.5% |
$30.5K - $32.9K
|
85.4K
$8.44M
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-450Closed |
$32.3K - $34.9K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-183- 27.6% |
$13.1K - $14.2K
|
480
$47.5K
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-158Closed |
$11.3K - $12.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-230Closed |
$16.5K - $17.8K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.86KClosed |
$349K - $377K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
158New |
$11.3K - $12.2K
|
158
$15.6K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.25KNew |
$233K - $252K
|
3.25K
$321K
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
15.7KNew |
$1.13M - $1.21M
|
15.7K
$1.55M
|
|
|
May 06, 2022
Q1 2022
|
Summit Rock Advisors, LP
|
SELL
|
- |
-740KClosed |
$53.2M - $57.4M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-56Closed |
$4.02K - $4.34K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
5.39KNew |
$387K - $418K
|
5.39K
$533K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-17Closed |
$1.22K - $1.32K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
5.34KNew |
$383K - $413K
|
5.34K
$528K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.21KClosed |
$302K - $326K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-833Closed |
$59.8K - $64.5K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-143- 53.56% |
$10.3K - $11.1K
|
124
$12.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-6.21KClosed |
$446K - $481K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
390New |
$28K - $30.2K
|
390
$38.6K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.05KClosed |
$219K - $236K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-400Closed |
$28.7K - $31K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
252New |
$18.1K - $19.5K
|
252
$24.9K
|
|
| Q4 2021 | |||||||
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
447New |
$31.8K - $34.2K
|
447
$44.2K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
108New |
$7.68K - $8.26K
|
108
$10.7K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
48New |
$3.41K - $3.67K
|
48
$4.75K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
4New |
$285 - $306
|
4
$396
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-778Closed |
$55.3K - $59.5K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-36Closed |
$2.56K - $2.75K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-34Closed |
$2.42K - $2.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
10New |
$711 - $765
|
10
$989
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-304Closed |
$21.6K - $23.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-29KClosed |
$2.06M - $2.22M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-34- 30.36% |
$2.42K - $2.6K
|
78
$7.71K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-169Closed |
$12K - $12.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$7.11K - $7.65K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.28KClosed |
$90.7K - $97.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
32New |
$2.28K - $2.45K
|
32
$3.16K
|
|
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-70.1KClosed |
$4.98M - $5.36M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.16KNew |
$225K - $241K
|
3.16K
$312K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-279Closed |
$19.8K - $21.3K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-326Closed |
$23.2K - $24.9K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-699Closed |
$49.7K - $53.4K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.69K+ 73.57% |
$334K - $359K
|
11.1K
$1.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.02KClosed |
$72.8K - $78.3K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-40Closed |
$2.85K - $3.06K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
36New |
$2.56K - $2.75K
|
36
$3.56K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
236New |
$16.8K - $18K
|
236
$23.3K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-137Closed |
$9.74K - $10.5K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-49.4KClosed |
$3.46M - $3.66M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-339Closed |
$23.7K - $25.1K
|
0
$0
|
|