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 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.4KNew |
$994K - $1.08M
|
11.4K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
23+ 0.63% |
$2.01K - $2.2K
|
3.68K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-327- 5.11% |
$28.6K - $31.2K
|
6.07K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.4K- 1.93% |
$210K - $230K
|
122K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$87.6 - $95.5
|
2.31K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.52KNew |
$833K - $909K
|
9.52K
$949K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-282- 0.31% |
$24.7K - $26.9K
|
91.2K
$9.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.37KNew |
$558K - $608K
|
6.37K
$635K
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
489+ 4.97% |
$42.8K - $46.7K
|
10.3K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-564- 1.76% |
$49.4K - $53.9K
|
31.5K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.36K- 11.69% |
$119K - $130K
|
10.2K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.67K- 3.15% |
$146K - $159K
|
51.4K
$5.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.4K+ 59.08% |
$210K - $229K
|
6.45K
$643K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.11K- 29.05% |
$97.4K - $106K
|
2.72K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.12KNew |
$185K - $202K
|
2.12K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-25- 0.96% |
$2.19K - $2.39K
|
2.58K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
401+ 1.46% |
$35.1K - $38.3K
|
27.8K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.14KNew |
$100K - $109K
|
1.14K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
549+ 16.39% |
$48.1K - $52.4K
|
3.9K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
127+ 0.29% |
$11.1K - $12.1K
|
44.2K
$4.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-370- 10.86% |
$32.4K - $35.3K
|
3.04K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.03K- 1.38% |
$89.9K - $98.1K
|
73.3K
$7.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.36K- 5.27% |
$119K - $130K
|
24.4K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-213- 3.14% |
$18.7K - $20.3K
|
6.56K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
42.4K+ 316.66% |
$3.71M - $4.05M
|
55.7K
$5.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
380K+ 10.85% |
$33.3M - $36.3M
|
3.88M
$387M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-539- 27.14% |
$47.2K - $51.5K
|
1.45K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.6K+ 21.44% |
$1.28M - $1.39M
|
82.7K
$8.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
82.3K+ 11.27% |
$7.21M - $7.86M
|
813K
$81.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.09K- 2.52% |
$358K - $391K
|
158K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$197K - $214K
|
2.25K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
421+ 2.02% |
$36.9K - $40.2K
|
21.2K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.76K+ 10.72% |
$242K - $264K
|
28.5K
$2.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.4K+ 1.15% |
$560K - $611K
|
563K
$56.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
219K+ 13.34% |
$19.2M - $20.9M
|
1.86M
$186M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
25+ 0.03% |
$2.19K - $2.39K
|
89.9K
$8.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
16.6KNew |
$1.45M - $1.58M
|
16.6K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
199+ 1.54% |
$17.4K - $19K
|
13.1K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-532- 30.63% |
$46.6K - $50.8K
|
1.21K
$120K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
89+ 2.86% |
$7.79K - $8.5K
|
3.2K
$319K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
710New |
$62.2K - $67.8K
|
710
$70.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.47K- 0.46% |
$128K - $140K
|
314K
$31.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-3.71K- 3.67% |
$325K - $354K
|
97.3K
$9.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
240New |
$21K - $22.9K
|
240
$23.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-20.5K- 33.66% |
$1.79M - $1.95M
|
40.3K
$4.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
6.61K+ 2.99% |
$579K - $632K
|
228K
$22.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
11.7K+ 62.2% |
$1.02M - $1.12M
|
30.5K
$3.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-473- 2.25% |
$41.4K - $45.2K
|
20.5K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
418K+ 3.23% |
$36.6M - $39.9M
|
13.4M
$1.33B
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.01K- 26.02% |
$88K - $96K
|
2.86K
$285K
|