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, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.48K+ 30.41% |
$139K - $148K
|
6.34K
$643K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
153+ 12.48% |
$14.4K - $15.3K
|
1.38K
$140K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
41.1KNew |
$3.87M - $4.11M
|
41.1K
$4.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
767New |
$72.2K - $76.7K
|
767
$77.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12.5KNew |
$1.18M - $1.25M
|
12.5K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.4K+ 22.16% |
$414K - $439K
|
24.2K
$2.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-611- 12.51% |
$57.5K - $61.1K
|
4.27K
$433K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
45New |
$4.24K - $4.5K
|
45
$4.56K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
97.2K+ 110.6% |
$9.15M - $9.72M
|
185K
$18.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.6K- 6.64% |
$715K - $759K
|
107K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.9K- 9.79% |
$1.4M - $1.49M
|
137K
$13.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-79.8K- 87.57% |
$7.51M - $7.97M
|
11.3K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
17+ 0.44% |
$1.6K - $1.7K
|
3.87K
$392K
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.42K+ 51.1% |
$134K - $142K
|
4.2K
$426K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.3K+ 11.82% |
$217K - $230K
|
21.8K
$2.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.84K+ 1.75% |
$268K - $284K
|
165K
$16.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
189+ 7.19% |
$17.8K - $18.9K
|
2.82K
$285K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-113- 2.01% |
$10.6K - $11.3K
|
5.5K
$558K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4.06K+ 19.4% |
$382K - $406K
|
25K
$2.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-59.3K- 5.23% |
$5.58M - $5.92M
|
1.07M
$109M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-19.6K- 1.22% |
$1.85M - $1.96M
|
1.59M
$161M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
39+ 0.16% |
$3.67K - $3.9K
|
23.9K
$2.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.26K+ 3.09% |
$119K - $126K
|
42.1K
$4.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.3K+ 23.55% |
$687K - $730K
|
38.3K
$3.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 2.21% |
$158K - $168K
|
77.5K
$7.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.06KNew |
$194K - $206K
|
2.06K
$209K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-180- 4.17% |
$17K - $18K
|
4.14K
$419K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.55K+ 2.22% |
$334K - $355K
|
164K
$16.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-36- 34.95% |
$3.39K - $3.6K
|
67
$6.79K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.22KNew |
$209K - $222K
|
2.22K
$225K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-11.3K- 7.09% |
$1.07M - $1.13M
|
149K
$15.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-68- 0.22% |
$6.4K - $6.8K
|
31K
$3.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-261- 0.46% |
$24.6K - $26.1K
|
56.4K
$5.72M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-147K- 96.55% |
$13.9M - $14.7M
|
5.27K
$534K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
23+ 0.47% |
$2.17K - $2.3K
|
4.91K
$498K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2K- 30.15% |
$188K - $200K
|
4.63K
$469K
|
|
|
Nov 13, 2025
Q3 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-456- 17.58% |
$42.9K - $45.6K
|
2.14K
$217K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20+ 0.38% |
$1.88K - $2K
|
5.26K
$533K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
22New |
$2.07K - $2.2K
|
22
$2.23K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.4K+ 12.33% |
$1.35M - $1.44M
|
131K
$13.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-7.35K- 13.14% |
$692K - $734K
|
48.6K
$4.92M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
780+ 44.42% |
$73.5K - $78K
|
2.54K
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-70- 0.32% |
$6.59K - $7K
|
21.6K
$2.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.06K+ 35.2% |
$383K - $406K
|
15.6K
$1.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.9K+ 238.99% |
$2.63M - $2.79M
|
39.6K
$4.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
5.1K+ 34.56% |
$480K - $510K
|
19.9K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
32+ 0.48% |
$3.01K - $3.2K
|
6.7K
$679K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-342- 4.74% |
$32.2K - $34.2K
|
6.87K
$696K
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.04% |
$94.2 - $100
|
2.62K
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-139K- 55.18% |
$13.1M - $13.9M
|
113K
$11.4M
|
|