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 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
149+ 0.2% |
$14K - $14.9K
|
76.3K
$7.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2K+ 1.58% |
$188K - $200K
|
128K
$13M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8- 0.03% |
$753 - $800
|
22.9K
$2.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
284+ 1.99% |
$26.7K - $28.4K
|
14.6K
$1.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.32K- 2.31% |
$219K - $232K
|
98.3K
$9.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-514- 1.5% |
$48.4K - $51.4K
|
33.7K
$3.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-500- 19.42% |
$47.1K - $50K
|
2.08K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-156- 0.71% |
$14.7K - $15.6K
|
21.9K
$2.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-17- 1.5% |
$1.6K - $1.7K
|
1.12K
$113K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
289+ 4.96% |
$27.2K - $28.9K
|
6.12K
$620K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-600- 6.1% |
$56.5K - $60K
|
9.23K
$935K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 11.94% |
$129K - $137K
|
10.1K
$1.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
35New |
$3.3K - $3.5K
|
35
$3.55K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-149- 0.13% |
$14K - $14.9K
|
113K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-31.9K- 35.64% |
$3M - $3.18M
|
57.5K
$5.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.51KNew |
$331K - $351K
|
3.51K
$356K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
125+ 4.82% |
$11.8K - $12.5K
|
2.72K
$276K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-699- 1.46% |
$65.8K - $69.9K
|
47.2K
$4.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
36+ 0.42% |
$3.39K - $3.6K
|
8.52K
$863K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
32+ 0.32% |
$3.01K - $3.2K
|
10.2K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.55K- 37.71% |
$523K - $555K
|
9.17K
$929K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.4K+ 10.42% |
$1.92M - $2.04M
|
216K
$21.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
24+ 0.48% |
$2.26K - $2.4K
|
5.02K
$509K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
243K+ 42.29% |
$22.9M - $24.3M
|
818K
$82.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
5.89K+ 2.99% |
$555K - $589K
|
203K
$20.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
8.26K+ 2.83% |
$778K - $825K
|
300K
$30.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
231K+ 11.36% |
$21.7M - $23.1M
|
2.26M
$229M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.13K+ 132.56% |
$200K - $212K
|
3.73K
$378K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
32+ 0.93% |
$3.01K - $3.2K
|
3.48K
$353K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
781+ 710.0% |
$73.5K - $78.1K
|
891
$90.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-2.2K- 1.56% |
$207K - $220K
|
139K
$14M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
163New |
$15.3K - $16.3K
|
163
$16.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-45- -0.0% |
$4.24K - $4.5K
|
2.34M
$237M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-482- 15.99% |
$45.4K - $48.2K
|
2.53K
$257K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
564+ 2.47% |
$53.1K - $56.4K
|
23.4K
$2.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-203- 2.37% |
$19.1K - $20.3K
|
8.35K
$846K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.99K- 25.73% |
$469K - $498K
|
14.4K
$1.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.51K- 10.9% |
$142K - $151K
|
12.3K
$1.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-23- 0.37% |
$2.17K - $2.3K
|
6.13K
$621K
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-8.69K- 49.29% |
$818K - $868K
|
8.94K
$906K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.22K+ 20.11% |
$303K - $322K
|
19.2K
$1.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.21KNew |
$208K - $221K
|
2.21K
$224K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1+ 0.03% |
$94.2 - $100
|
3.79K
$384K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.75K+ 65.59% |
$354K - $375K
|
9.48K
$960K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-790- 16.12% |
$74.4K - $79K
|
4.11K
$417K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.06% |
$188 - $200
|
3.12K
$316K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.02K+ 4.17% |
$96.1K - $102K
|
25.5K
$2.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.32KNew |
$313K - $332K
|
3.32K
$336K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-765- 19.43% |
$72K - $76.5K
|
3.17K
$321K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$188 - $200
|
10.1K
$1.03M
|
|