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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-74- 0.4% |
$6.66K - $7.13K
|
18.4K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-108- 0.96% |
$9.72K - $10.4K
|
11.2K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-300- 7.28% |
$27K - $28.9K
|
3.82K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-98.4K- 86.96% |
$8.86M - $9.48M
|
14.8K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.34K- 11.19% |
$210K - $225K
|
18.5K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-8.09K- 13.68% |
$728K - $779K
|
51K
$4.95M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-24.6K- 11.02% |
$2.21M - $2.37M
|
198K
$19.2M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-216- 0.89% |
$19.4K - $20.8K
|
24K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
532+ 9.97% |
$47.9K - $51.2K
|
5.87K
$569K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.55K- 4.59% |
$500K - $535K
|
115K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.69K+ 9.38% |
$152K - $163K
|
19.7K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.93K+ 4.41% |
$174K - $186K
|
45.7K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
14.5K+ 6.01% |
$1.3M - $1.4M
|
256K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2+ 0.08% |
$180 - $193
|
2.63K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.76K+ 0.2% |
$249K - $266K
|
1.42M
$137M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
4.01K+ 15.98% |
$361K - $386K
|
29.1K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
686+ 40.81% |
$61.7K - $66.1K
|
2.37K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-22.7K- 1.38% |
$2.04M - $2.18M
|
1.62M
$157M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-277- 1.78% |
$24.9K - $26.7K
|
15.3K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-836- 8.71% |
$75.2K - $80.5K
|
8.77K
$850K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
51+ 1.78% |
$4.59K - $4.91K
|
2.91K
$282K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.5K- 15.12% |
$2.3M - $2.46M
|
143K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-13- 86.67% |
$1.17K - $1.25K
|
2
$194
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
22.9KNew |
$2.06M - $2.21M
|
22.9K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.48K- 5.28% |
$133K - $143K
|
26.6K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8K+ 5.84% |
$720K - $771K
|
145K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.65K+ 28.03% |
$149K - $159K
|
7.55K
$732K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.26% |
$180 - $193
|
776
$75.2K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
234+ 6.57% |
$21.1K - $22.5K
|
3.8K
$368K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
156+ 650.0% |
$14K - $15K
|
180
$17.5K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-276K- 97.08% |
$24.9M - $26.6M
|
8.32K
$806K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.93K- 51.95% |
$444K - $475K
|
4.56K
$442K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.77KNew |
$339K - $363K
|
3.77K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.1K+ 2.69% |
$4.78M - $5.11M
|
2.03M
$197M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.56K+ 0.73% |
$231K - $247K
|
354K
$34.3M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
271+ 4.06% |
$24.4K - $26.1K
|
6.94K
$673K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-49- 0.2% |
$4.41K - $4.72K
|
23.9K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
11+ 0.04% |
$990 - $1.06K
|
25.6K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
90.8K+ 10.3% |
$8.17M - $8.74M
|
972K
$94.2M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.37% |
$810 - $867
|
2.46K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9.29K+ 33.55% |
$836K - $895K
|
37K
$3.58M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-273K- 98.34% |
$24.5M - $26.3M
|
4.6K
$445K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.93K+ 74.77% |
$444K - $475K
|
11.5K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-248- 0.15% |
$22.3K - $23.9K
|
161K
$15.6M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
794+ 0.79% |
$71.5K - $76.5K
|
101K
$9.81M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-600- 20.27% |
$54K - $57.8K
|
2.36K
$229K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-165- 2.31% |
$14.9K - $15.9K
|
6.98K
$677K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.68K- 0.46% |
$151K - $161K
|
362K
$35.1M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
214+ 3.75% |
$19.3K - $20.6K
|
5.93K
$575K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
74.7K+ 101.28% |
$6.72M - $7.19M
|
148K
$14.4M
|