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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
9.38K+ 160.3% |
$822K - $896K
|
15.2K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
893+ 1.61% |
$78.2K - $85.3K
|
56.3K
$5.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-625- 2.61% |
$54.7K - $59.7K
|
23.3K
$2.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
2KNew |
$175K - $191K
|
2K
$199K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.21K+ 11.28% |
$456K - $497K
|
51.4K
$5.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-57- 0.54% |
$4.99K - $5.44K
|
10.5K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
125+ 14.08% |
$10.9K - $11.9K
|
1.01K
$101K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-71- 16.1% |
$6.22K - $6.78K
|
370
$36.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37.5K- 23.01% |
$3.28M - $3.58M
|
125K
$12.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.24K+ 8.5% |
$547K - $596K
|
79.6K
$7.94M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.28KNew |
$200K - $218K
|
2.28K
$228K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.91K+ 3.6% |
$342K - $373K
|
113K
$11.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
32+ 0.62% |
$2.8K - $3.06K
|
5.2K
$518K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
777New |
$68K - $74.2K
|
777
$77.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-213- 7.72% |
$18.7K - $20.3K
|
2.55K
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-333- 1.18% |
$29.2K - $31.8K
|
27.8K
$2.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.19KNew |
$192K - $209K
|
2.19K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.64K+ 1.07% |
$144K - $157K
|
155K
$15.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.52K+ 3.68% |
$133K - $145K
|
42.9K
$4.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
51+ 1.55% |
$4.47K - $4.87K
|
3.34K
$333K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
45.1K+ 934.15% |
$3.94M - $4.3M
|
49.9K
$4.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-381- 1.86% |
$33.4K - $36.4K
|
20.1K
$2M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
104+ 0.44% |
$9.11K - $9.93K
|
23.6K
$2.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1- 2.86% |
$87.6 - $95.5
|
34
$3.39K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.48K+ 254.76% |
$567K - $619K
|
9.03K
$900K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-175- 11.61% |
$15.3K - $16.7K
|
1.33K
$133K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-501- 53.02% |
$43.9K - $47.8K
|
444
$44.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
80+ 0.54% |
$7K - $7.64K
|
14.8K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
278+ 0.38% |
$24.3K - $26.5K
|
74.2K
$7.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
236+ 21.71% |
$20.7K - $22.5K
|
1.32K
$132K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.6K- 2.57% |
$140K - $152K
|
60.4K
$6.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
228+ 2.71% |
$20K - $21.8K
|
8.64K
$861K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
4.18KNew |
$366K - $399K
|
4.18K
$416K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.59K- 3.86% |
$401K - $438K
|
114K
$11.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-175- 4.21% |
$15.3K - $16.7K
|
3.98K
$397K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72.4K+ 43.26% |
$6.34M - $6.91M
|
240K
$23.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
900+ 2.3% |
$78.8K - $85.9K
|
40.1K
$3.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-32.5K- 36.29% |
$2.85M - $3.11M
|
57.1K
$5.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.34K+ 0.86% |
$292K - $319K
|
392K
$39.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
44+ 0.52% |
$3.85K - $4.2K
|
8.45K
$842K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-128- 1.91% |
$11.2K - $12.2K
|
6.57K
$655K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
297KNew |
$26M - $28.3M
|
297K
$29.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
19.4K+ 11.76% |
$1.7M - $1.85M
|
184K
$18.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-578- 11.61% |
$50.6K - $55.2K
|
4.4K
$439K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
303+ 891.18% |
$26.5K - $28.9K
|
337
$33.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.61K- 1.11% |
$316K - $344K
|
323K
$32.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
513+ 1.51% |
$44.9K - $49K
|
34.4K
$3.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-28.9K- 9.31% |
$2.53M - $2.76M
|
281K
$28M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-709- 23.66% |
$62.1K - $67.7K
|
2.29K
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-698- 4.11% |
$61.1K - $66.7K
|
16.3K
$1.62M
|