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 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
177+ 0.19% |
$14.4K - $16.7K
|
95.6K
$9.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-146- 5.46% |
$11.9K - $13.8K
|
2.53K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
83+ 3.05% |
$6.76K - $7.85K
|
2.8K
$272K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
SELL
|
- |
-193- 0.98% |
$15.7K - $18.3K
|
19.6K
$1.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
18.3K+ 2.29% |
$1.49M - $1.73M
|
819K
$79.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
9.21K+ 15.62% |
$750K - $872K
|
68.2K
$6.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-425- 0.47% |
$34.6K - $40.2K
|
89.4K
$8.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-332- 24.92% |
$27K - $31.4K
|
1K
$97K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-232- 5.04% |
$18.9K - $22K
|
4.37K
$423K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-467- 54.88% |
$38K - $44.2K
|
384
$37.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
51+ 34.46% |
$4.15K - $4.83K
|
199
$19.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
84+ 2.88% |
$6.84K - $7.95K
|
3.01K
$291K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 0.64% |
$2.44K - $2.84K
|
4.64K
$450K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-235- 1.76% |
$19.1K - $22.2K
|
13.1K
$1.27M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
8.55K+ 3.63% |
$696K - $809K
|
244K
$23.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
972+ 2.73% |
$79.2K - $92K
|
36.6K
$3.55M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-67- 2.5% |
$5.46K - $6.34K
|
2.61K
$253K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-2.75K- 30.51% |
$224K - $261K
|
6.27K
$608K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
49K+ 63.91% |
$3.99M - $4.63M
|
126K
$12.2M
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2K- 28.24% |
$180K - $193K
|
5.08K
$493K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30.4K+ 12.79% |
$2.73M - $2.92M
|
268K
$26M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-130- 2.8% |
$11.7K - $12.5K
|
4.51K
$437K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.23KNew |
$111K - $118K
|
1.23K
$119K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
219K+ 4.76% |
$19.7M - $21.1M
|
4.83M
$468M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.39K- 9.58% |
$215K - $230K
|
22.6K
$2.19M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
94.4KNew |
$8.49M - $9.09M
|
94.4K
$9.15M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
613New |
$55.2K - $59K
|
613
$59.4K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
22+ 0.3% |
$1.98K - $2.12K
|
7.36K
$713K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.65K+ 94.83% |
$149K - $159K
|
3.39K
$329K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
315+ 0.01% |
$28.4K - $30.3K
|
2.77M
$268M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.12K- 2.9% |
$100K - $107K
|
37.3K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20.1K+ 251700.0% |
$1.81M - $1.94M
|
20.1K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.07K- 9.29% |
$456K - $488K
|
49.5K
$4.8M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-33- 1.45% |
$2.97K - $3.18K
|
2.25K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
128+ 4.45% |
$11.5K - $12.3K
|
3K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-123- 0.66% |
$11.1K - $11.8K
|
18.4K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.95K+ 0.75% |
$175K - $187K
|
262K
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.15K- 29.13% |
$193K - $207K
|
5.22K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.05K- 32.53% |
$275K - $294K
|
6.33K
$613K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.44% |
$90 - $96.3
|
227
$22K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$1.16M - $1.25M
|
12.9K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.09K- 6.61% |
$98K - $105K
|
15.4K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.36K- 3.04% |
$302K - $324K
|
107K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
321+ 1.35% |
$28.9K - $30.9K
|
24.2K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.45K- 5.73% |
$220K - $236K
|
40.3K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
403+ 6.24% |
$36.3K - $38.8K
|
6.86K
$665K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
423+ 3.33% |
$38.1K - $40.7K
|
13.1K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
608K+ 0.85% |
$54.7M - $58.5M
|
72.2M
$7B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74.3K- 0.8% |
$6.69M - $7.16M
|
9.18M
$890M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.07K+ 297.41% |
$186K - $199K
|
2.77K
$268K
|
|