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 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-110K- 78.7% |
$9.35M - $9.91M
|
29.7K
$2.77M
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-101K- 45.56% |
$8.62M - $9.13M
|
121K
$11.3M
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-95.3K- 97.45% |
$8.14M - $8.62M
|
2.49K
$233K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-80.3K- 9.96% |
$6.85M - $7.26M
|
726K
$67.7M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-69.6K- 37.82% |
$5.95M - $6.3M
|
115K
$10.7M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-69K- 9.72% |
$5.89M - $6.24M
|
641K
$59.8M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-54.9K- 95.47% |
$4.69M - $4.96M
|
2.6K
$243K
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-54.6K- 39.53% |
$4.66M - $4.94M
|
83.5K
$7.8M
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-51.8K- 39.58% |
$4.42M - $4.68M
|
79.1K
$7.38M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-36.3K- 14.77% |
$3.1M - $3.29M
|
210K
$19.6M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.3K- 7.24% |
$3.01M - $3.19M
|
452K
$42.2M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-34.6K- 35.92% |
$2.96M - $3.13M
|
61.8K
$5.77M
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-33.7K- 90.82% |
$2.88M - $3.05M
|
3.41K
$318K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-33.5K- 0.72% |
$2.86M - $3.03M
|
4.61M
$430M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-33.1K- 4.47% |
$2.83M - $3M
|
708K
$66.1M
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-28.9K- 14.58% |
$2.46M - $2.61M
|
169K
$15.8M
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-26.4K- 61.46% |
$2.26M - $2.39M
|
16.6K
$1.55M
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-25.9K- 6.58% |
$2.21M - $2.34M
|
368K
$34.3M
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-25.6K- 35.86% |
$2.19M - $2.32M
|
45.8K
$4.27M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-22.2K- 41.23% |
$1.9M - $2.01M
|
31.7K
$2.96M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-22.1K- 39.45% |
$1.89M - $2M
|
33.9K
$3.17M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.2K- 1.16% |
$1.64M - $1.74M
|
1.64M
$153M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.8K- 3.27% |
$1.61M - $1.7M
|
557K
$52M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.6K- 3.78% |
$1.58M - $1.68M
|
473K
$44.1M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.3K- 80.82% |
$1.56M - $1.66M
|
4.35K
$406K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17.4K- 8.58% |
$1.49M - $1.57M
|
185K
$17.3M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-17.3K- 4.39% |
$1.48M - $1.56M
|
377K
$35.1M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.3K- 19.29% |
$1.39M - $1.47M
|
68.1K
$6.35M
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-15.7K- 4.47% |
$1.34M - $1.42M
|
335K
$31.3M
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-14.9K- 4.59% |
$1.27M - $1.35M
|
310K
$29M
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-13.3K- 2.82% |
$1.13M - $1.2M
|
457K
$42.6M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.2K- 9.6% |
$1.13M - $1.2M
|
125K
$11.6M
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-11.6K- 38.09% |
$989K - $1.05M
|
18.8K
$1.76M
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-11.4K- 8.75% |
$973K - $1.03M
|
119K
$11.1M
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-10.5K- 52.9% |
$893K - $945K
|
9.31K
$869K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.65K- 2.17% |
$824K - $872K
|
435K
$40.6M
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7.62K- 4.75% |
$651K - $689K
|
153K
$14.3M
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-6.91K- 68.3% |
$590K - $625K
|
3.21K
$299K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-6.7K- 3.23% |
$572K - $606K
|
201K
$18.8M
|
|
Jul 12, 2024
Q2 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-6.65K- 7.1% |
$568K - $601K
|
87K
$8.12M
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.95K- 6.21% |
$508K - $538K
|
89.9K
$8.39M
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-5.94K- 2.73% |
$507K - $537K
|
212K
$19.8M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.39K- 3.22% |
$460K - $487K
|
162K
$15.1M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.25K- 95.47% |
$448K - $474K
|
249
$23.2K
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-5K- 13.51% |
$427K - $452K
|
32K
$2.99M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5K- 4.31% |
$427K - $452K
|
111K
$10.4M
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.9K- 18.44% |
$418K - $443K
|
21.7K
$2.02M
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4.87K- 3.72% |
$416K - $441K
|
126K
$11.8M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.41K- 46.12% |
$377K - $399K
|
5.15K
$481K
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.31K- 6.17% |
$368K - $389K
|
65.5K
$6.11M
|