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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
55.1K+ 2.41% |
$5.18M - $5.5M
|
2.34M
$232M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.9KNew |
$2.44M - $2.59M
|
25.9K
$2.57M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-807- 1.04% |
$76K - $80.7K
|
76.5K
$7.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.05K- 0.37% |
$193K - $204K
|
544K
$53.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
437+ 7.64% |
$41.2K - $43.7K
|
6.16K
$610K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.17K+ 1.53% |
$110K - $117K
|
77.5K
$7.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.46% |
$753 - $800
|
1.74K
$172K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
818New |
$77K - $81.8K
|
818
$81K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
463New |
$43.6K - $46.3K
|
463
$45.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
569+ 2.3% |
$53.6K - $56.9K
|
25.3K
$2.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
709+ 1.4% |
$66.8K - $70.9K
|
51.3K
$5.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-276- 1.86% |
$26K - $27.6K
|
14.5K
$1.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
431+ 0.45% |
$40.6K - $43.1K
|
96.1K
$9.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-155- 1.17% |
$14.6K - $15.5K
|
13.1K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-562- 12.87% |
$52.9K - $56.2K
|
3.81K
$377K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 1.14% |
$94.2 - $100
|
89
$8.82K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
194+ 0.12% |
$18.3K - $19.4K
|
160K
$15.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.23% |
$471 - $500
|
2.22K
$220K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.15K- 8.15% |
$108K - $115K
|
13K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
946+ 10.29% |
$89.1K - $94.6K
|
10.1K
$1M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
28New |
$2.64K - $2.8K
|
28
$2.77K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.17% |
$565 - $600
|
3.48K
$345K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
137K+ 2.83% |
$12.9M - $13.7M
|
4.99M
$495M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-145- 1.09% |
$13.7K - $14.5K
|
13.2K
$1.3M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.76KNew |
$260K - $275K
|
2.76K
$273K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-63- 2.77% |
$5.93K - $6.3K
|
2.21K
$219K
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 7.77% |
$275K - $292K
|
40.6K
$4.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
37New |
$3.48K - $3.7K
|
37
$3.67K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 2.68% |
$143K - $152K
|
55.3K
$5.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-15.3K- 19.91% |
$1.44M - $1.53M
|
61.4K
$6.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.04KNew |
$192K - $204K
|
2.04K
$202K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.38K+ 40.29% |
$412K - $438K
|
15.2K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
41+ 1.84% |
$3.86K - $4.1K
|
2.27K
$225K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$283 - $300
|
3.47K
$344K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.07K+ 4.63% |
$101K - $107K
|
24.2K
$2.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
53New |
$4.99K - $5.3K
|
53
$5.25K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22+ 0.23% |
$2.07K - $2.2K
|
9.59K
$950K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
196+ 0.78% |
$18.5K - $19.6K
|
25.4K
$2.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-413- 0.45% |
$38.9K - $41.3K
|
91K
$9.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-53.2K- 7.87% |
$5.01M - $5.32M
|
623K
$61.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.04MNew |
$97.9M - $104M
|
1.04M
$103M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-419- 11.95% |
$39.5K - $41.9K
|
3.09K
$306K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-159- 1.65% |
$15K - $15.9K
|
9.5K
$941K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-349- 92.33% |
$32.9K - $34.9K
|
29
$2.87K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
28+ 0.47% |
$2.64K - $2.8K
|
5.97K
$592K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
22New |
$2.07K - $2.2K
|
22
$2.18K
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
SELL
|
- |
-42- 0.21% |
$3.96K - $4.2K
|
19.5K
$1.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-989- 2.9% |
$93.1K - $98.9K
|
33.1K
$3.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.4K+ 22.25% |
$415K - $440K
|
24.2K
$2.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
842+ 122.21% |
$79.3K - $84.2K
|
1.53K
$152K
|