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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.34M- 95.89% |
$190M - $221M
|
100K
$9.65M
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-800K- 65.84% |
$65.1M - $75.7M
|
415K
$39.9M
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-347K- 43.21% |
$28.3M - $32.8M
|
456K
$43.9M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-257K- 73.66% |
$20.9M - $24.3M
|
91.7K
$8.83M
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-255K- 83.23% |
$20.8M - $24.1M
|
51.4K
$4.94M
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-248K- 66.37% |
$20.2M - $23.5M
|
126K
$12.1M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-225K- 13.93% |
$18.3M - $21.3M
|
1.39M
$134M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-185K- 14.02% |
$15.1M - $17.5M
|
1.13M
$109M
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-181K- 70.48% |
$14.7M - $17.1M
|
75.6K
$7.28M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-164K- 1.78% |
$13.3M - $15.5M
|
9.02M
$868M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-121K- 5.02% |
$9.85M - $11.4M
|
2.29M
$220M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-88.8K- 7.8% |
$7.23M - $8.4M
|
1.05M
$101M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-68.1K- 10.17% |
$5.55M - $6.45M
|
601K
$57.9M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-62K- 88.51% |
$5.05M - $5.87M
|
8.05K
$775K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-59.5K- 43.28% |
$4.85M - $5.63M
|
78K
$7.51M
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-52.7K- 87.51% |
$4.29M - $4.98M
|
7.52K
$723K
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-47K- 94.38% |
$3.83M - $4.45M
|
2.8K
$270K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-46.4K- 79.89% |
$3.78M - $4.39M
|
11.7K
$1.12M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.7K- 7.63% |
$3.48M - $4.04M
|
517K
$49.7M
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-42K- 36.8% |
$3.42M - $3.98M
|
72.2K
$6.95M
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-38.2K- 68.45% |
$3.12M - $3.62M
|
17.6K
$1.7M
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-32.8K- 48.68% |
$2.67M - $3.1M
|
34.6K
$3.33M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-31.8K- 17.31% |
$2.59M - $3.01M
|
152K
$14.6M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.4K- 56.36% |
$2.15M - $2.5M
|
20.4K
$1.97M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-20.2K- 48.76% |
$1.65M - $1.91M
|
21.3K
$2.05M
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-19.3K- 80.06% |
$1.57M - $1.82M
|
4.8K
$462K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-19.2K- 2.86% |
$1.57M - $1.82M
|
653K
$62.8M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18.4K- 91.49% |
$1.5M - $1.74M
|
1.72K
$165K
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-16.9K- 41.36% |
$1.38M - $1.6M
|
23.9K
$2.3M
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-15.7K- 19.47% |
$1.28M - $1.49M
|
65.1K
$6.27M
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15.2K- 52.22% |
$1.24M - $1.44M
|
13.9K
$1.34M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13.7K- 7.92% |
$1.12M - $1.3M
|
160K
$15.4M
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-13.2K- 5.03% |
$1.07M - $1.25M
|
249K
$24M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.7K- 0.78% |
$1.03M - $1.2M
|
1.61M
$155M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.6K- 78.83% |
$1.03M - $1.19M
|
3.38K
$326K
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-12.6K- 11.82% |
$1.02M - $1.19M
|
93.8K
$9.03M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12K- 8.41% |
$981K - $1.14M
|
131K
$12.6M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.9K- 7.93% |
$973K - $1.13M
|
139K
$13.4M
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-11.3K- 3.19% |
$922K - $1.07M
|
343K
$33M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-11.1K- 1.62% |
$907K - $1.05M
|
676K
$65M
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-11K- 32.46% |
$897K - $1.04M
|
22.9K
$2.21M
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-9.15K- 4.62% |
$746K - $866K
|
189K
$18.2M
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-9.1K- 51.28% |
$741K - $861K
|
8.65K
$832K
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.71K- 48.66% |
$709K - $824K
|
9.18K
$884K
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-8.58K- 36.14% |
$699K - $812K
|
15.2K
$1.46M
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
SELL
|
- |
-8.49K- 6.02% |
$691K - $803K
|
133K
$12.8M
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.28K- 6.75% |
$593K - $689K
|
101K
$9.69M
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.12K- 73.63% |
$580K - $674K
|
2.55K
$245K
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.79K- 18.37% |
$553K - $643K
|
30.2K
$2.9M
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-6.72K- 1.49% |
$547K - $636K
|
444K
$42.7M
|