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 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-229KClosed |
$11.8M - $13.1M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.56KClosed |
$441K - $489K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-29.7KClosed |
$1.53M - $1.7M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.16KClosed |
$59.5K - $66K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20.8KClosed |
$1.07M - $1.19M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-14.2KClosed |
$729K - $809K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-4.76KClosed |
$245K - $272K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-145Closed |
$7.46K - $8.28K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.68KClosed |
$292K - $324K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Marotta Asset Management
|
SELL
|
- |
-4.37KClosed |
$225K - $250K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-35Closed |
$1.8K - $2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Nov 09, 2023
Q2 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-4.16KClosed |
$183K - $241K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.72K+ 20.53% |
$120K - $157K
|
15.9K
$1.58M
|
|
|
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-158Closed |
$6.96K - $9.15K
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-32Closed |
$1.41K - $1.85K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-105Closed |
$4.62K - $6.08K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-10.9KClosed |
$479K - $630K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-6.14KClosed |
$270K - $355K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-825Closed |
$36.3K - $47.8K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-344Closed |
$15.1K - $19.9K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Prism Advisors, Inc.
|
SELL
|
- |
-651- 4.7% |
$28.7K - $37.7K
|
13.2K
$1.31M
|
|
|
Jul 16, 2020
Q2 2020
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$492K - $647K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 21, 2023
Q1 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-75Closed |
$2.99K - $4.79K
|
0
$0
|
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5Closed |
$199 - $319
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-202KClosed |
$8.07M - $12.9M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-61Closed |
$2.43K - $3.89K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.18KClosed |
$87.1K - $139K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-17Closed |
$678 - $1.09K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-82.8KClosed |
$3.3M - $5.28M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-8.73KClosed |
$348K - $557K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Sitrin Capital Management LLC
|
SELL
|
- |
-7.64KClosed |
$305K - $488K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.43KClosed |
$137K - $219K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.25KClosed |
$130K - $207K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.42KClosed |
$136K - $218K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-281KClosed |
$11.2M - $17.9M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-556KClosed |
$22.2M - $35.5M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-5.84KClosed |
$233K - $373K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-131Closed |
$5.22K - $8.36K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-15.8KClosed |
$628K - $1.01M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.93KClosed |
$356K - $570K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-375Closed |
$15K - $23.9K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-32Closed |
$1.28K - $2.04K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-3.55KClosed |
$142K - $227K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Human Investing LLC
|
SELL
|
- |
-378Closed |
$15.1K - $24.1K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4.38KClosed |
$175K - $279K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-26.4KClosed |
$1.05M - $1.68M
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8.43KClosed |
$336K - $538K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-18KClosed |
$1.01M - $1.13M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-43Closed |
$2.41K - $2.71K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Highland Capital Management, LLC
|
SELL
|
- |
-36.4KClosed |
$2.04M - $2.3M
|
0
$0
|
|