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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-765Closed |
$42.8K - $48.3K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.8KNew |
$157K - $177K
|
2.8K
$277K
|
|
|
Jan 22, 2020
Q4 2019
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6.98KClosed |
$390K - $440K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Private Portfolio Partners LLC
|
SELL
|
- |
-24.2KClosed |
$1.31M - $1.42M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-250- 4.09% |
$13.6K - $14.7K
|
5.86K
$580K
|
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
99New |
$5.38K - $5.81K
|
99
$9.79K
|
|
|
Nov 08, 2019
Q3 2019
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.04KClosed |
$219K - $237K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-60Closed |
$3.26K - $3.52K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Whittier Trust CO
|
SELL
|
- |
-3.35K- 31.27% |
$182K - $197K
|
7.37K
$728K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-148Closed |
$7.8K - $8.46K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-180Closed |
$9.48K - $10.3K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-18Closed |
$948 - $1.03K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-502Closed |
$26.4K - $28.7K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-156Closed |
$8.22K - $8.92K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-606Closed |
$31.9K - $34.7K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-626Closed |
$30.2K - $34.8K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
St. James Investment Company, LLC
|
SELL
|
- |
-17.3KClosed |
$832K - $961K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-49Closed |
$2.36K - $2.73K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-17.3KClosed |
$832K - $961K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-9.93KClosed |
$479K - $553K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-280Closed |
$13.5K - $15.6K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-716Closed |
$33.2K - $40.6K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-8.63KClosed |
$400K - $490K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-750Closed |
$34.8K - $42.5K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-39.5KClosed |
$1.83M - $2.24M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Alleghany Corp
|
SELL
|
- |
-1.47MClosed |
$68M - $83.2M
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-180Closed |
$8.34K - $10.2K
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-145Closed |
$6.72K - $8.22K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$2.32K - $2.84K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.75KClosed |
$174K - $212K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
61+ 0.09% |
$3.27K - $3.52K
|
70.7K
$6.99M
|
|
|
Nov 14, 2018
Q3 2018
|
Btc Capital Management, Inc.
|
BUY
|
- |
5.14KNew |
$276K - $296K
|
5.14K
$508K
|
|
|
Nov 14, 2018
Q3 2018
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-39Closed |
$2.09K - $2.25K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
9.92KNew |
$532K - $572K
|
9.92K
$981K
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-317Closed |
$17K - $18.3K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.08KClosed |
$165K - $177K
|
0
$0
|
|
|
Nov 01, 2018
Q3 2018
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-28Closed |
$1.5K - $1.62K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3.8KClosed |
$204K - $219K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-1.14KClosed |
$59.2K - $62.8K
|
0
$0
|
|
|
Jul 12, 2018
Q2 2018
|
First Financial Corp
|
BUY
|
- |
259+ 17.27% |
$13.5K - $14.3K
|
1.76K
$174K
|
|
| Q4 2017 | |||||||
|
Feb 05, 2018
Q4 2017
|
Thomasville National Bank
|
SELL
|
- |
-6.23KClosed |
$327K - $346K
|
0
$0
|
|
|
Jan 25, 2018
Q4 2017
|
Vicus Capital
State College, PA |
SELL
|
- |
-12.7KClosed |
$667K - $706K
|
0
$0
|
|
|
Jan 11, 2018
Q4 2017
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-163Closed |
$8.57K - $9.06K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3New |
$156 - $157
|
3
$297
|
|
|
Nov 02, 2017
Q3 2017
|
Lvz, Inc.
|
SELL
|
- |
-5.82KClosed |
$302K - $305K
|
0
$0
|
|