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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.14K- 8.53% |
$353K - $374K
|
44.3K
$4.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
694+ 8.01% |
$59.3K - $62.8K
|
9.36K
$883K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-1.46K- 1.02% |
$124K - $132K
|
142K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-41- 0.09% |
$3.5K - $3.71K
|
44.1K
$4.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
175+ 11.2% |
$14.9K - $15.8K
|
1.74K
$164K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
119New |
$10.2K - $10.8K
|
119
$11.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.42K+ 2.45% |
$207K - $219K
|
101K
$9.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
8.16K+ 338.87% |
$697K - $738K
|
10.6K
$997K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
93New |
$7.94K - $8.41K
|
93
$8.77K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.41K+ 2.59% |
$292K - $309K
|
135K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.97K- 0.4% |
$253K - $268K
|
731K
$68.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.5K+ 2.91% |
$2.94M - $3.12M
|
1.22M
$115M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-69K- 9.72% |
$5.89M - $6.24M
|
641K
$60.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-110K- 78.7% |
$9.35M - $9.91M
|
29.7K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10- 0.15% |
$854 - $904
|
6.78K
$639K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13.9K+ 14.25% |
$1.19M - $1.26M
|
111K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
95+ 0.99% |
$8.11K - $8.59K
|
9.7K
$915K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
92New |
$7.86K - $8.32K
|
92
$8.68K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.41K- 1.86% |
$121K - $128K
|
74.3K
$7.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.17K+ 29.01% |
$527K - $558K
|
27.4K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7.62K- 4.75% |
$651K - $689K
|
153K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.25K- 95.47% |
$448K - $474K
|
249
$23.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
11.6KNew |
$991K - $1.05M
|
11.6K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.98K- 2.77% |
$169K - $179K
|
69.7K
$6.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
99+ 0.21% |
$8.45K - $8.95K
|
47.3K
$4.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-33.1K- 4.47% |
$2.83M - $3M
|
708K
$66.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
114K+ 9.09% |
$9.69M - $10.3M
|
1.36M
$129M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.37KNew |
$202K - $214K
|
2.37K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8+ 0.47% |
$683 - $723
|
1.72K
$162K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.2K- 1.16% |
$1.64M - $1.74M
|
1.64M
$154M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.39K- 3.22% |
$460K - $487K
|
162K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-36- 35.64% |
$3.07K - $3.26K
|
65
$6.13K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-140- 0.41% |
$12K - $12.7K
|
33.8K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-6.7K- 3.23% |
$572K - $606K
|
201K
$19M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
144+ 0.12% |
$12.3K - $13K
|
123K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-5K- 13.51% |
$427K - $452K
|
32K
$3.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-633- 8.33% |
$54.1K - $57.2K
|
6.96K
$657K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.93K- 4.81% |
$250K - $265K
|
58K
$5.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
5.38K+ 24.5% |
$460K - $487K
|
27.4K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
546+ 9.94% |
$46.6K - $49.4K
|
6.04K
$570K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
362+ 3.31% |
$30.9K - $32.7K
|
11.3K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.64K+ 0.31% |
$311K - $329K
|
1.17M
$110M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-8- 0.14% |
$683 - $723
|
5.79K
$546K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
77+ 0.97% |
$6.58K - $6.96K
|
8K
$755K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.13K- 5.25% |
$182K - $193K
|
38.5K
$3.63M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
94New |
$8.03K - $8.5K
|
94
$8.87K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
79+ 1.45% |
$6.75K - $7.14K
|
5.54K
$523K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-743- 5.47% |
$63.4K - $67.2K
|
12.8K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
153+ 7.09% |
$13.1K - $13.8K
|
2.31K
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.7K+ 6.92% |
$1.85M - $1.96M
|
335K
$31.6M
|