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 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-66.7K- 91.29% |
$4.33M - $5.15M
|
6.36K
$607K
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-109Closed |
$7.07K - $8.41K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
5.29KNew |
$343K - $408K
|
5.29K
$504K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-4.68K- 51.46% |
$304K - $361K
|
4.41K
$421K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
26New |
$1.69K - $2.01K
|
26
$2.48K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
150New |
$9.73K - $11.6K
|
150
$14.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-1.29KClosed |
$84K - $99.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-226- 4.78% |
$14.7K - $17.4K
|
4.5K
$429K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
17+ 29.82% |
$1.1K - $1.31K
|
74
$7.06K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.5KNew |
$162K - $193K
|
2.5K
$238K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-788- 91.31% |
$51.1K - $60.8K
|
75
$7.15K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-1.32K- 1.66% |
$85.3K - $101K
|
77.8K
$7.43M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
43.4KNew |
$2.81M - $3.35M
|
43.4K
$4.14M
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
200New |
$13K - $15.4K
|
200
$19.1K
|
|
| Q1 2022 | |||||||
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.53KClosed |
$613K - $661K
|
0
$0
|
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-7.08K- 64.37% |
$508K - $549K
|
3.92K
$374K
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-174- 4.74% |
$12.5K - $13.5K
|
3.5K
$334K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2.67KClosed |
$192K - $207K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.2KClosed |
$86.3K - $93.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-212Closed |
$15.2K - $16.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.52KClosed |
$683K - $737K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-459Closed |
$33K - $35.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
365New |
$26.2K - $28.3K
|
365
$34.8K
|
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-38KClosed |
$2.73M - $2.94M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-444Closed |
$31.9K - $34.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
425+ 0.5% |
$30.5K - $32.9K
|
85.4K
$8.14M
|
|
|
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
$45.8K
|
|
|
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
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
158New |
$11.3K - $12.2K
|
158
$15.1K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.25KNew |
$233K - $252K
|
3.25K
$310K
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
15.7KNew |
$1.13M - $1.21M
|
15.7K
$1.49M
|
|
|
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
$514K
|
|
|
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
$509K
|
|
|
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
$11.8K
|
|
|
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
$37.2K
|
|
|
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
$24K
|
|
| Q4 2021 | |||||||
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
447New |
$31.8K - $34.2K
|
447
$42.6K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
108New |
$7.68K - $8.26K
|
108
$10.3K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
48New |
$3.41K - $3.67K
|
48
$4.58K
|
|