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 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
102+ 2.32% |
$8.93K - $9.74K
|
4.5K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.5KNew |
$2.41M - $2.63M
|
27.5K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-120- 4.98% |
$10.5K - $11.5K
|
2.29K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.1K+ 1.24% |
$1.32M - $1.44M
|
1.23M
$122M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-137K- 40.84% |
$12M - $13.1M
|
198K
$19.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-773- 4.47% |
$67.7K - $73.8K
|
16.5K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.39K- 0.98% |
$122K - $133K
|
141K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7.39K+ 42.81% |
$647K - $706K
|
24.7K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.59K+ 14.08% |
$139K - $152K
|
12.9K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.35K- 2.07% |
$819K - $893K
|
443K
$43.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.32K- 1.52% |
$203K - $221K
|
150K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.86K- 22.43% |
$425K - $464K
|
16.8K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.53K+ 10.81% |
$660K - $719K
|
77.2K
$7.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
527+ 0.61% |
$46.1K - $50.3K
|
86.8K
$8.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-569- 1.03% |
$49.8K - $54.3K
|
54.5K
$5.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.91K+ 0.99% |
$255K - $278K
|
298K
$29.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3- 0.06% |
$263 - $286
|
4.77K
$471K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.28K+ 1.41% |
$550K - $600K
|
451K
$44.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.12% |
$263 - $286
|
2.53K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7New |
$613 - $668
|
7
$692
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-10.1K- 2.87% |
$883K - $963K
|
341K
$33.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
888New |
$77.8K - $84.8K
|
888
$87.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.8K+ 13.46% |
$1.91M - $2.08M
|
184K
$18.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.04K+ 1.78% |
$90.7K - $98.9K
|
59.1K
$5.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.17K+ 16.18% |
$628K - $685K
|
51.5K
$5.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
40+ 0.61% |
$3.5K - $3.82K
|
6.57K
$650K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
370+ 15.64% |
$32.4K - $35.3K
|
2.74K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.26K- 16.9% |
$373K - $406K
|
20.9K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.39K+ 8.42% |
$822K - $896K
|
121K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-344- 9.48% |
$30.1K - $32.8K
|
3.28K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.01K+ 4.5% |
$88.4K - $96.4K
|
23.4K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.45K+ 82.21% |
$827K - $902K
|
20.9K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
16+ 0.28% |
$1.4K - $1.53K
|
5.81K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
25.6KNew |
$2.24M - $2.45M
|
25.6K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-245- 0.9% |
$21.5K - $23.4K
|
27.1K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.36K- 22.57% |
$119K - $130K
|
4.68K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.2K- 1.05% |
$1.07M - $1.17M
|
1.16M
$115M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.52KNew |
$833K - $909K
|
9.52K
$941K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-52.6K- 28.39% |
$4.61M - $5.03M
|
133K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-264- 0.56% |
$23.1K - $25.2K
|
47.1K
$4.66M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.58K+ 16.31% |
$139K - $151K
|
11.3K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
24New |
$2.1K - $2.29K
|
24
$2.37K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
11.1KNew |
$971K - $1.06M
|
11.1K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-381- 0.7% |
$33.4K - $36.4K
|
54.3K
$5.37M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
30+ 0.83% |
$2.63K - $2.86K
|
3.63K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$324K - $353K
|
3.7K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.48K+ 1.19% |
$480K - $523K
|
465K
$46M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.4KNew |
$994K - $1.08M
|
11.4K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
23+ 0.63% |
$2.01K - $2.2K
|
3.68K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-327- 5.11% |
$28.6K - $31.2K
|
6.07K
$600K
|