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 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
24.8K+ 20.74% |
$2.02M - $2.35M
|
145K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5+ 0.09% |
$407 - $473
|
5.51K
$534K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-19- 0.88% |
$1.55K - $1.8K
|
2.15K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.77K+ 249.51% |
$145K - $168K
|
2.49K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.48% |
$978 - $1.14K
|
2.51K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-192- 6.46% |
$15.6K - $18.2K
|
2.78K
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-216- 9.19% |
$17.6K - $20.4K
|
2.13K
$207K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
58+ 0.47% |
$4.72K - $5.49K
|
12.5K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13.7K- 7.92% |
$1.12M - $1.3M
|
160K
$15.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.42K+ 1.98% |
$116K - $135K
|
73.4K
$7.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.01% |
$2.28K - $2.65K
|
2.75K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-223- 0.11% |
$18.2K - $21.1K
|
197K
$19.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
2.34K+ 3.17% |
$191K - $222K
|
76.3K
$7.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.3K+ 2.63% |
$105K - $123K
|
50.6K
$4.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.94KNew |
$403K - $468K
|
4.94K
$479K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.15% |
$81.5 - $94.6
|
652
$63.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7+ 0.05% |
$570 - $662
|
13.2K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-209- 7.46% |
$17K - $19.8K
|
2.59K
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
23+ 0.47% |
$1.87K - $2.18K
|
4.89K
$474K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
14+ 0.11% |
$1.14K - $1.32K
|
12.2K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-526- 9.31% |
$42.8K - $49.8K
|
5.12K
$497K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-85- 6.96% |
$6.92K - $8.04K
|
1.14K
$110K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
558New |
$45.5K - $52.8K
|
558
$54.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
19.4K+ 3.26% |
$1.58M - $1.83M
|
613K
$59.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.08K- 3.07% |
$88.1K - $102K
|
34.1K
$3.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.31K- 3.02% |
$351K - $408K
|
138K
$13.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.94K+ 23.51% |
$239K - $278K
|
15.4K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-9.1K- 51.28% |
$741K - $861K
|
8.65K
$838K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4+ 0.09% |
$326 - $379
|
4.24K
$411K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
532+ 21.52% |
$43.3K - $50.3K
|
3K
$291K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-464- 5.45% |
$37.8K - $43.9K
|
8.06K
$781K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
97+ 2.95% |
$7.9K - $9.18K
|
3.38K
$328K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
984+ 2.73% |
$80.2K - $93.1K
|
37K
$3.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 6.02% |
$103K - $120K
|
19.8K
$1.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 6.71% |
$193K - $224K
|
37.6K
$3.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6+ 0.27% |
$489 - $568
|
2.22K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
81+ 3.46% |
$6.6K - $7.67K
|
2.42K
$235K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
223+ 0.56% |
$18.2K - $21.1K
|
40K
$3.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.06K+ 0.67% |
$250K - $290K
|
460K
$44.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
243New |
$19.8K - $23K
|
243
$23.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
378New |
$30.8K - $35.8K
|
378
$36.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.21K+ 4.99% |
$343K - $399K
|
88.7K
$8.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
16.5KNew |
$1.34M - $1.56M
|
16.5K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
20.9K+ 5.92% |
$1.7M - $1.98M
|
374K
$36.3M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
12.1K+ 8.17% |
$988K - $1.15M
|
161K
$15.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
123+ 219.64% |
$10K - $11.6K
|
179
$17.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.28K+ 3.24% |
$267K - $310K
|
105K
$10.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-73- 0.14% |
$5.95K - $6.91K
|
50.5K
$4.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
9.81K+ 46.55% |
$799K - $928K
|
30.9K
$2.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.74K- 4.5% |
$223K - $259K
|
58.2K
$5.64M
|