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 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
127+ 2.64% |
$11.1K - $12.1K
|
4.95K
$489K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
150New |
$13.1K - $14.3K
|
150
$14.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.4K+ 1.56% |
$1.96M - $2.14M
|
1.46M
$144M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65.3K+ 13.12% |
$5.71M - $6.23M
|
563K
$55.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.3K+ 2.47% |
$1.69M - $1.84M
|
802K
$79.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15+ 1.1% |
$1.31K - $1.43K
|
1.38K
$136K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.38% |
$263 - $286
|
795
$78.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
613New |
$53.7K - $58.5K
|
613
$60.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.27K- 1.88% |
$111K - $121K
|
66.2K
$6.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-65- 21.1% |
$5.69K - $6.21K
|
243
$24K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
19+ 0.15% |
$1.66K - $1.81K
|
12.8K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
30New |
$2.63K - $2.86K
|
30
$2.97K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11.3K- 2.18% |
$993K - $1.08M
|
508K
$50.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-1.61K- 3.58% |
$141K - $154K
|
43.3K
$4.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
33+ 1.13% |
$2.89K - $3.15K
|
2.96K
$293K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
3.34K+ 1.11% |
$292K - $319K
|
304K
$30.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8+ 0.15% |
$700 - $764
|
5.18K
$512K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.77KNew |
$418K - $456K
|
4.77K
$472K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
10.3K+ 3.08% |
$905K - $987K
|
346K
$34.2M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
181+ 6.36% |
$15.8K - $17.3K
|
3.03K
$299K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.29KNew |
$200K - $218K
|
2.29K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.25KNew |
$197K - $215K
|
2.25K
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-663- 0.83% |
$58.1K - $63.3K
|
79.3K
$7.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.64% |
$963 - $1.05K
|
1.73K
$171K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.52% |
$87.6 - $95.5
|
67
$6.62K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3- 16.67% |
$263 - $286
|
15
$1.48K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-236K- 9.08% |
$20.7M - $22.6M
|
2.37M
$234M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.42KNew |
$387K - $422K
|
4.42K
$437K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
310K+ 6.72% |
$27.1M - $29.6M
|
4.91M
$486M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
199+ 2.07% |
$17.4K - $19K
|
9.8K
$969K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.83K+ 8.13% |
$861K - $939K
|
131K
$12.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18.1K+ 12.67% |
$1.59M - $1.73M
|
161K
$15.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
9.51K+ 0.33% |
$832K - $908K
|
2.87M
$284M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.22KNew |
$194K - $212K
|
2.22K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.35K- 2.78% |
$294K - $320K
|
117K
$11.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 3.55% |
$392K - $428K
|
122K
$12M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.15% |
$438 - $477
|
3.44K
$340K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
6.51K+ 2.7% |
$570K - $622K
|
248K
$24.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.17KNew |
$190K - $207K
|
2.17K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.76KNew |
$242K - $264K
|
2.76K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13K- 19.17% |
$1.14M - $1.25M
|
55K
$5.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
66+ 0.26% |
$5.78K - $6.3K
|
25.3K
$2.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-953- 1.89% |
$83.4K - $91K
|
49.4K
$4.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-336- 6.4% |
$29.4K - $32.1K
|
4.92K
$486K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
2.25KNew |
$197K - $215K
|
2.25K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.33K+ 28.67% |
$117K - $127K
|
5.99K
$592K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-382- 8.09% |
$33.4K - $36.5K
|
4.34K
$429K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5+ 0.16% |
$438 - $477
|
3.12K
$309K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
170+ 0.28% |
$14.9K - $16.2K
|
60.6K
$5.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.02K+ 5.79% |
$177K - $193K
|
37K
$3.66M
|