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 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-145Closed |
$7.46K - $8.28K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-5.79KClosed |
$298K - $331K
|
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 | |||||||
|
May 19, 2025
Q2 2020
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-7.21KClosed |
$318K - $417K
|
0
$0
|
|
|
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
$1.55M
|
|
|
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
|
|
|
Jul 20, 2020
Q2 2020
|
Prism Advisors, Inc.
|
SELL
|
- |
-651- 4.7% |
$28.7K - $37.7K
|
13.2K
$1.28M
|
|
|
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 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 01, 2020
Q1 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-15.8KClosed |
$628K - $1.01M
|
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 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
|
|
|
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
$271K
|
|
|
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 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
99New |
$5.38K - $5.81K
|
99
$9.6K
|
|
|
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
|
|
| 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
|
|