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 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
888+ 1153.25% |
$79.9K - $85.5K
|
965
$93.6K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.85KNew |
$617K - $660K
|
6.85K
$664K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
221New |
$19.9K - $21.3K
|
221
$21.4K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.13K- 0.32% |
$191K - $205K
|
669K
$64.9M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-136- 4.05% |
$12.2K - $13.1K
|
3.22K
$312K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.83K+ 1.72% |
$885K - $947K
|
581K
$56.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81.3K+ 5.3% |
$7.32M - $7.83M
|
1.61M
$157M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-392- 9.94% |
$35.3K - $37.8K
|
3.55K
$344K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
249+ 21.94% |
$22.4K - $24K
|
1.38K
$134K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.68K- 4.4% |
$241K - $258K
|
58.3K
$5.66M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
451+ 59.97% |
$40.6K - $43.4K
|
1.2K
$117K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.75K+ 5.03% |
$517K - $553K
|
120K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.11KNew |
$280K - $300K
|
3.11K
$302K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.7K+ 22.82% |
$693K - $742K
|
41.4K
$4.02M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.8K+ 138.18% |
$1.15M - $1.24M
|
22.1K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
189K+ 50.54% |
$17M - $18.2M
|
564K
$54.7M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
482+ 10.45% |
$43.4K - $46.4K
|
5.09K
$494K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-56- 1.94% |
$5.04K - $5.39K
|
2.84K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
67New |
$6.03K - $6.45K
|
67
$6.5K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
100+ 3.45% |
$9K - $9.63K
|
3K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.12K- 96.84% |
$191K - $204K
|
69
$6.69K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-10.5K- 8.9% |
$949K - $1.02M
|
108K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
937+ 1.17% |
$84.3K - $90.3K
|
80.8K
$7.84M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
923New |
$83.1K - $88.9K
|
923
$89.5K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
77.7K+ 14.09% |
$6.99M - $7.48M
|
629K
$61M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
374KNew |
$33.7M - $36.1M
|
374K
$36.3M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.57K- 1.17% |
$141K - $151K
|
133K
$12.9M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.83KNew |
$344K - $369K
|
3.83K
$371K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.38K+ 27.46% |
$484K - $518K
|
25K
$2.42M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.31K- 7.25% |
$748K - $801K
|
106K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.44K- 2.51% |
$220K - $235K
|
94.7K
$9.18M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
299+ 20.52% |
$26.9K - $28.8K
|
1.76K
$170K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
24+ 0.41% |
$2.16K - $2.31K
|
5.89K
$571K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
64+ 3.08% |
$5.76K - $6.16K
|
2.15K
$208K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
26.4K+ 2.68% |
$2.38M - $2.55M
|
1.01M
$98.2M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
98+ 0.4% |
$8.82K - $9.44K
|
24.7K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.58K+ 6.62% |
$232K - $248K
|
41.5K
$4.02M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
13.3KNew |
$1.2M - $1.28M
|
13.3K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.66K+ 129.05% |
$779K - $834K
|
15.4K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.06KNew |
$95.8K - $102K
|
1.06K
$103K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
174+ 14.33% |
$15.7K - $16.8K
|
1.39K
$135K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.32K+ 8.65% |
$479K - $513K
|
66.9K
$6.48M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14+ 0.2% |
$1.26K - $1.35K
|
7.09K
$687K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.37K- 1.95% |
$214K - $229K
|
119K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
196+ 2.01% |
$17.6K - $18.9K
|
9.95K
$965K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-329- 4.45% |
$29.6K - $31.7K
|
7.06K
$684K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
361+ 1.87% |
$32.5K - $34.8K
|
19.7K
$1.91M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
378+ 8.21% |
$34K - $36.4K
|
4.98K
$483K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2.17K+ 1.52% |
$195K - $209K
|
144K
$14M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
13K+ 63.7% |
$1.17M - $1.26M
|
33.5K
$3.25M
|