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 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
25+ 0.26% |
$2.19K - $2.39K
|
9.53K
$942K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-217- 1.8% |
$19K - $20.7K
|
11.8K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7.62K+ 4.02% |
$667K - $728K
|
197K
$19.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.15K- 7.05% |
$801K - $873K
|
121K
$11.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-100- 3.01% |
$8.76K - $9.55K
|
3.22K
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.17KNew |
$190K - $207K
|
2.17K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-130- 2.52% |
$11.4K - $12.4K
|
5.03K
$498K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
869+ 20.77% |
$76.1K - $83K
|
5.05K
$500K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-553- 31.3% |
$48.4K - $52.8K
|
1.21K
$120K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.83K- 13.4% |
$160K - $174K
|
11.8K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-94- 0.5% |
$8.23K - $8.98K
|
18.8K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-4.11K- 0.9% |
$360K - $393K
|
453K
$44.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
42.3K+ 31.76% |
$3.7M - $4.04M
|
175K
$17.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
377K+ 57.31% |
$33.1M - $36M
|
1.04M
$102M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
801New |
$70.1K - $76.5K
|
801
$79.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.83K+ 6.31% |
$423K - $461K
|
81.3K
$8.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.01KNew |
$526K - $574K
|
6.01K
$594K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
340New |
$29.8K - $32.5K
|
340
$33.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.39% |
$263 - $286
|
771
$76.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-219- 7.94% |
$19.2K - $20.9K
|
2.54K
$251K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.24K+ 50.12% |
$109K - $118K
|
3.71K
$367K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.17K+ 5.67% |
$103K - $112K
|
21.8K
$2.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
28.9K+ 63.04% |
$2.53M - $2.76M
|
74.7K
$7.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
371+ 10.84% |
$32.5K - $35.4K
|
3.79K
$375K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
104+ 0.85% |
$9.11K - $9.93K
|
12.3K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.2% |
$700 - $764
|
3.96K
$391K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-35- 1.28% |
$3.06K - $3.34K
|
2.7K
$266K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5+ 0.02% |
$438 - $477
|
20.4K
$2.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.24K+ 2.15% |
$109K - $119K
|
59K
$5.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-249K- 57.27% |
$21.8M - $23.8M
|
186K
$18.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-49.7K- 95.87% |
$4.35M - $4.74M
|
2.14K
$211K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-66- 0.83% |
$5.78K - $6.3K
|
7.92K
$783K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-18.4K- 3.93% |
$1.61M - $1.75M
|
449K
$44.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.8K+ 3.33% |
$333K - $363K
|
118K
$11.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.5K+ 9.38% |
$132K - $143K
|
17.5K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
160+ 1.19% |
$14K - $15.3K
|
13.7K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7+ 0.17% |
$613 - $668
|
4.02K
$397K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-79- 0.45% |
$6.92K - $7.54K
|
17.4K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.48K+ 24.37% |
$217K - $236K
|
12.6K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.28KNew |
$199K - $217K
|
2.28K
$225K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
47+ 1.03% |
$4.12K - $4.49K
|
4.61K
$456K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-25.3K- 74.61% |
$2.22M - $2.42M
|
8.61K
$851K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.33K- 1.43% |
$204K - $222K
|
161K
$15.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.21K+ 2.02% |
$106K - $115K
|
61K
$6.03M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-432- 0.72% |
$37.8K - $41.3K
|
59.2K
$5.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3+ 0.07% |
$263 - $286
|
4.2K
$416K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-429- 1.22% |
$37.6K - $41K
|
34.8K
$3.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
9.38K+ 160.3% |
$822K - $896K
|
15.2K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
893+ 1.61% |
$78.2K - $85.3K
|
56.3K
$5.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-625- 2.61% |
$54.7K - $59.7K
|
23.3K
$2.3M
|