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, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
134New |
$12.6K - $13.4K
|
134
$13.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.82K+ 6.77% |
$360K - $382K
|
60.3K
$6.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
116+ 0.66% |
$10.9K - $11.6K
|
17.6K
$1.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-111- 0.84% |
$10.5K - $11.1K
|
13.1K
$1.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
211+ 4.64% |
$19.9K - $21.1K
|
4.76K
$482K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
330+ 6.01% |
$31.1K - $33K
|
5.82K
$590K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
432K+ 7.59% |
$40.7M - $43.2M
|
6.13M
$621M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
74New |
$6.97K - $7.4K
|
74
$7.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-278- 4.22% |
$26.2K - $27.8K
|
6.31K
$639K
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
846+ 22.11% |
$79.7K - $84.6K
|
4.67K
$473K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-7.9K- 47.88% |
$744K - $790K
|
8.6K
$871K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
144New |
$13.6K - $14.4K
|
144
$14.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-577- 1.26% |
$54.3K - $57.7K
|
45.2K
$4.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
57.3K+ 61.08% |
$5.4M - $5.73M
|
151K
$15.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.04K+ 1.47% |
$475K - $504K
|
348K
$35.3M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
468+ 7.59% |
$44.1K - $46.8K
|
6.63K
$672K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.63K- 4.04% |
$248K - $263K
|
62.5K
$6.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
556K+ 10.59% |
$52.4M - $55.6M
|
5.81M
$589M
|
|
|
Nov 04, 2025
Q3 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
1.23K+ 3.39% |
$116K - $123K
|
37.6K
$3.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1K- 8.56% |
$94.3K - $100K
|
10.7K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
74.1K+ 27.65% |
$6.97M - $7.4M
|
342K
$34.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-192- 5.14% |
$18.1K - $19.2K
|
3.54K
$359K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
18.8K+ 15.28% |
$1.77M - $1.88M
|
142K
$14.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.07K+ 62.07% |
$195K - $207K
|
5.41K
$548K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.44K+ 3.75% |
$229K - $243K
|
67.4K
$6.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.24K+ 2.21% |
$211K - $223K
|
103K
$10.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
19+ 0.52% |
$1.79K - $1.9K
|
3.65K
$369K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-665- 13.48% |
$62.6K - $66.5K
|
4.27K
$432K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-45- 24.19% |
$4.24K - $4.5K
|
141
$14.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15- 3.69% |
$1.41K - $1.5K
|
392
$39.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24.6KNew |
$2.32M - $2.46M
|
24.6K
$2.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.7KNew |
$254K - $270K
|
2.7K
$273K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-290- 29.77% |
$27.3K - $29K
|
684
$69.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2.05K+ 1.54% |
$193K - $205K
|
136K
$13.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
55+ 0.25% |
$5.18K - $5.5K
|
22K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
7.77KNew |
$732K - $777K
|
7.77K
$787K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
15.4K+ 15.39% |
$1.45M - $1.54M
|
116K
$11.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.61K- 0.13% |
$152K - $161K
|
1.26M
$128M
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.06KNew |
$194K - $206K
|
2.06K
$209K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-17.9K- 23.67% |
$1.69M - $1.79M
|
57.7K
$5.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-75.4K- 20.32% |
$7.1M - $7.54M
|
296K
$30M
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.1KNew |
$198K - $210K
|
2.1K
$213K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-663- 18.82% |
$62.4K - $66.3K
|
2.86K
$290K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25+ 36.76% |
$2.35K - $2.5K
|
93
$9.42K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9- 0.19% |
$848 - $900
|
4.76K
$482K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
208New |
$19.6K - $20.8K
|
208
$21.1K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.62K- 42.27% |
$247K - $262K
|
3.58K
$362K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-12- 0.37% |
$1.13K - $1.2K
|
3.21K
$326K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.03KNew |
$191K - $203K
|
2.03K
$206K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-129- 4.6% |
$12.1K - $12.9K
|
2.68K
$271K
|
|