Latest Institutional Sells of Ishares Core S&P U.S. Value Et (IUSV)
This list provides information on the latest institutional transactions involving Ishares Core S&P U.S. Value Et (IUSV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-564K- 23.81% |
$51.8M - $56.4M
|
1.8M
$171M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-166K- 3.38% |
$15.3M - $16.6M
|
4.75M
$450M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-81.4K- 26.76% |
$7.48M - $8.14M
|
223K
$21.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-17.3K- 23.18% |
$1.59M - $1.73M
|
57.4K
$5.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-11.9K- 68.23% |
$1.09M - $1.19M
|
5.54K
$525K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-11.1K- 14.46% |
$1.02M - $1.11M
|
65.8K
$6.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-7.59K- 38.62% |
$698K - $759K
|
12.1K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-5.58K- 33.74% |
$513K - $558K
|
10.9K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.03K- 7.11% |
$279K - $303K
|
39.6K
$3.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.97K- 23.05% |
$273K - $297K
|
9.9K
$939K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.75K- 4.37% |
$253K - $275K
|
60.3K
$5.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2.33K- 17.74% |
$214K - $233K
|
10.8K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.13K- 20.3% |
$196K - $213K
|
8.38K
$794K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.78K- 1.46% |
$163K - $178K
|
120K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.62K- 33.01% |
$149K - $162K
|
3.29K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.36K- 8.81% |
$125K - $136K
|
14.1K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.36K- 6.13% |
$125K - $136K
|
20.9K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.36K- 24.7% |
$125K - $136K
|
4.13K
$392K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-949- 1.6% |
$87.3K - $94.9K
|
58.3K
$5.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-905- 4.38% |
$83.2K - $90.5K
|
19.7K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-826- 0.83% |
$75.9K - $82.6K
|
98.3K
$9.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-678- 22.1% |
$62.3K - $67.8K
|
2.39K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-675- 11.49% |
$62.1K - $67.5K
|
5.2K
$493K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-650- 20.26% |
$59.8K - $65K
|
2.56K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-650- 1.28% |
$59.8K - $65K
|
50.2K
$4.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-626- 14.83% |
$57.6K - $62.6K
|
3.6K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-575- 0.95% |
$52.9K - $57.5K
|
60K
$5.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-534- 2.11% |
$49.1K - $53.4K
|
24.7K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-511- 1.4% |
$47K - $51.1K
|
35.9K
$3.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-505- 42.8% |
$46.4K - $50.5K
|
675
$64K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-493- 12.46% |
$45.3K - $49.3K
|
3.46K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-481- 0.63% |
$44.2K - $48.1K
|
75.6K
$7.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-454- 0.74% |
$41.7K - $45.4K
|
60.6K
$5.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-290- 5.58% |
$26.7K - $29K
|
4.91K
$465K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-94- 1.09% |
$8.64K - $9.4K
|
8.55K
$811K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-83- 0.96% |
$7.63K - $8.3K
|
8.56K
$811K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-80- 10.54% |
$7.36K - $8K
|
679
$64.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-65- 73.86% |
$5.98K - $6.5K
|
23
$2.18K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-51- 1.53% |
$4.69K - $5.1K
|
3.29K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-37- 1.28% |
$3.4K - $3.7K
|
2.86K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-17- 4.59% |
$1.56K - $1.7K
|
353
$33.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-15- 46.88% |
$1.38K - $1.5K
|
17
$1.61K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-15- 0.35% |
$1.38K - $1.5K
|
4.24K
$402K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-12- 0.47% |
$1.1K - $1.2K
|
2.53K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-11- 0.08% |
$1.01K - $1.1K
|
13K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-11- 0.06% |
$1.01K - $1.1K
|
17.3K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-4- -0.0% |
$368 - $400
|
203K
$19.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1- 0.04% |
$91.9 - $100
|
2.25K
$213K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-369K- 52.11% |
$32.3M - $35.2M
|
339K
$32.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-254K- 69.01% |
$22.2M - $24.2M
|
114K
$10.8M
|
|