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 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9.58K- 2.54% |
$838K - $914K
|
367K
$36.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-3- 0.07% |
$263 - $286
|
4.08K
$407K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-300- 86.21% |
$26.3K - $28.6K
|
48
$4.79K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.1K+ 28.94% |
$2.9M - $3.16M
|
148K
$14.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.52K+ 3.15% |
$133K - $145K
|
49.8K
$4.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.77K- 5.6% |
$242K - $264K
|
46.7K
$4.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.35K- 5.18% |
$119K - $129K
|
24.8K
$2.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.21K+ 13.58% |
$106K - $115K
|
10.1K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-425- 3.17% |
$37.2K - $40.6K
|
13K
$1.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
71+ 2.36% |
$6.22K - $6.78K
|
3.08K
$307K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
15+ 0.56% |
$1.31K - $1.43K
|
2.7K
$269K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14.6K+ 6.51% |
$1.28M - $1.39M
|
238K
$23.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
123+ 0.61% |
$10.8K - $11.7K
|
20.2K
$2.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
545+ 0.06% |
$47.7K - $52K
|
976K
$97.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-6.22K- 54.58% |
$545K - $594K
|
5.18K
$516K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 54.17% |
$1.14K - $1.24K
|
37
$3.69K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.61% |
$263 - $286
|
492
$49K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
9.94K+ 3.96% |
$871K - $949K
|
261K
$26M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
47+ 1.45% |
$4.12K - $4.49K
|
3.29K
$328K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-321- 4.95% |
$28.1K - $30.7K
|
6.16K
$614K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
19+ 0.39% |
$1.66K - $1.81K
|
4.85K
$483K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-860- 17.82% |
$75.3K - $82.1K
|
3.97K
$395K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-307- 9.04% |
$26.9K - $29.3K
|
3.09K
$308K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-20.6K- 33.29% |
$1.8M - $1.97M
|
41.3K
$4.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.49KNew |
$218K - $238K
|
2.49K
$248K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-48- 2.94% |
$4.2K - $4.58K
|
1.58K
$158K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-212- 0.33% |
$18.6K - $20.2K
|
63.9K
$6.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
803+ 0.14% |
$70.3K - $76.7K
|
568K
$56.6M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
234+ 0.87% |
$20.5K - $22.3K
|
27.1K
$2.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
27.1KNew |
$2.37M - $2.59M
|
27.1K
$2.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.01K+ 0.64% |
$263K - $287K
|
476K
$47.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
47+ 6.68% |
$4.12K - $4.49K
|
751
$74.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 0.62% |
$788 - $859
|
1.45K
$145K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-5- 0.04% |
$438 - $477
|
13.2K
$1.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.14K+ 1.11% |
$275K - $300K
|
285K
$28.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-139- 4.66% |
$12.2K - $13.3K
|
2.84K
$283K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7.53K+ 283.65% |
$659K - $719K
|
10.2K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-815- 23.7% |
$71.4K - $77.8K
|
2.62K
$262K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-34- 1.29% |
$2.98K - $3.25K
|
2.61K
$260K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-2.76K- 3.49% |
$242K - $264K
|
76.3K
$7.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-151- 6.2% |
$13.2K - $14.4K
|
2.29K
$228K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-9.52K- 6.95% |
$834K - $909K
|
127K
$12.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
66+ 14.57% |
$5.78K - $6.3K
|
519
$51.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
2.37KNew |
$208K - $227K
|
2.37K
$237K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.9KNew |
$254K - $277K
|
2.9K
$289K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.83K+ 4.49% |
$423K - $461K
|
112K
$11.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
5+ 0.12% |
$438 - $477
|
4.26K
$424K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-634- 1.47% |
$55.5K - $60.5K
|
42.6K
$4.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.3KNew |
$377K - $411K
|
4.3K
$429K
|