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 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
582+ 2.65% |
$51K - $55.6K
|
22.5K
$2.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-7.66K- 23.9% |
$671K - $731K
|
24.4K
$2.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-136- 2.26% |
$11.9K - $13K
|
5.89K
$583K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.95K- 52.84% |
$433K - $472K
|
4.42K
$437K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
301+ 2.36% |
$26.4K - $28.7K
|
13K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.05K- 15.48% |
$179K - $195K
|
11.2K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
666+ 7.67% |
$58.3K - $63.6K
|
9.35K
$925K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.42K- 3.7% |
$212K - $231K
|
63K
$6.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
131New |
$11.5K - $12.5K
|
131
$13K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1- 0.02% |
$87.6 - $95.5
|
5.54K
$548K
|
|
|
Nov 07, 2024
Q3 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-3.4K- 11.43% |
$298K - $325K
|
26.4K
$2.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.18KNew |
$191K - $208K
|
2.18K
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.19KNew |
$191K - $209K
|
2.19K
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-981- 3.9% |
$85.9K - $93.7K
|
24.2K
$2.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$87.6 - $95.5
|
4.39K
$434K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
22.1KNew |
$1.93M - $2.11M
|
22.1K
$2.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
78+ 0.61% |
$6.83K - $7.45K
|
12.9K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26+ 0.5% |
$2.28K - $2.48K
|
5.18K
$512K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-336- 0.65% |
$29.4K - $32.1K
|
51.2K
$5.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
544+ 5.5% |
$47.6K - $51.9K
|
10.4K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
89+ 445.0% |
$7.79K - $8.5K
|
109
$10.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.5K+ 44.98% |
$306K - $334K
|
11.3K
$1.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.16K- 3.06% |
$189K - $206K
|
68.3K
$6.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.07K+ 16.57% |
$356K - $388K
|
28.6K
$2.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11+ 0.3% |
$963 - $1.05K
|
3.69K
$365K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-210- 4.64% |
$18.4K - $20.1K
|
4.32K
$427K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
32+ 24.43% |
$2.8K - $3.06K
|
163
$16.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.43K+ 3.74% |
$388K - $423K
|
123K
$12.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
51.6K+ 12.07% |
$4.52M - $4.93M
|
479K
$47.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.3K+ 1.67% |
$6.07M - $6.62M
|
4.21M
$416M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.14K+ 5.1% |
$99.8K - $109K
|
23.5K
$2.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-803- 9.34% |
$70.3K - $76.7K
|
7.8K
$771K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-147- 2.47% |
$12.9K - $14K
|
5.81K
$575K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
33+ 0.41% |
$2.89K - $3.15K
|
8.04K
$795K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
28New |
$2.45K - $2.67K
|
28
$2.77K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
289+ 1.33% |
$25.3K - $27.6K
|
21.9K
$2.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
54.7KNew |
$4.79M - $5.22M
|
54.7K
$5.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.52K+ 6.46% |
$483K - $527K
|
91K
$8.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
402+ 1.28% |
$35.2K - $38.4K
|
31.9K
$3.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
195+ 1.15% |
$17.1K - $18.6K
|
17.2K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.97K+ 616.8% |
$260K - $284K
|
3.46K
$342K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 6.54% |
$2.19K - $2.39K
|
407
$40.2K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-568- 2.87% |
$49.7K - $54.2K
|
19.2K
$1.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.61KNew |
$229K - $249K
|
2.61K
$258K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.61KNew |
$229K - $249K
|
2.61K
$258K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-252- 5.12% |
$22.1K - $24.1K
|
4.67K
$462K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6- 0.13% |
$525 - $573
|
4.64K
$459K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-101- 3.19% |
$8.84K - $9.64K
|
3.07K
$303K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-42- 5.24% |
$3.68K - $4.01K
|
759
$75K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-989- 98.51% |
$86.6K - $94.4K
|
15
$1.48K
|