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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-369K- 52.11% |
$32.3M - $35.2M
|
339K
$31.9M
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-254K- 69.01% |
$22.2M - $24.2M
|
114K
$10.7M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-249K- 57.27% |
$21.8M - $23.8M
|
186K
$17.5M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-236K- 9.08% |
$20.7M - $22.6M
|
2.37M
$222M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-204K- 62.1% |
$17.8M - $19.4M
|
124K
$11.7M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-137K- 40.84% |
$12M - $13.1M
|
198K
$18.6M
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-97.4K- 18.03% |
$8.53M - $9.3M
|
443K
$41.6M
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-52.6K- 28.39% |
$4.61M - $5.03M
|
133K
$12.5M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-49.7K- 95.87% |
$4.35M - $4.74M
|
2.14K
$201K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37.5K- 23.01% |
$3.28M - $3.58M
|
125K
$11.8M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-32.8K- 16.06% |
$2.88M - $3.14M
|
172K
$16.1M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-32.5K- 36.29% |
$2.85M - $3.11M
|
57.1K
$5.37M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-30K- 77.3% |
$2.63M - $2.87M
|
8.81K
$828K
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-28.9K- 9.31% |
$2.53M - $2.76M
|
281K
$26.4M
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-27.7K- 64.43% |
$2.43M - $2.65M
|
15.3K
$1.44M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-25.3K- 74.61% |
$2.22M - $2.42M
|
8.61K
$809K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-24.6K- 3.39% |
$2.16M - $2.35M
|
701K
$65.9M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-20.6K- 33.29% |
$1.8M - $1.97M
|
41.3K
$3.88M
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-20.5K- 33.66% |
$1.79M - $1.95M
|
40.3K
$3.79M
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-18.4K- 3.93% |
$1.61M - $1.75M
|
449K
$42.2M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13K- 19.17% |
$1.14M - $1.25M
|
55K
$5.17M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.2K- 1.05% |
$1.07M - $1.17M
|
1.16M
$109M
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11.3K- 2.18% |
$993K - $1.08M
|
508K
$47.7M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.2K- 0.62% |
$890K - $971K
|
1.63M
$153M
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-10.1K- 2.87% |
$883K - $963K
|
341K
$32.1M
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9.58K- 2.54% |
$838K - $914K
|
367K
$34.5M
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-9.52K- 6.95% |
$834K - $909K
|
127K
$12M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.35K- 2.07% |
$819K - $893K
|
443K
$41.6M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.15K- 7.05% |
$801K - $873K
|
121K
$11.3M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8.13K- 14.71% |
$712K - $776K
|
47.1K
$4.43M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.11K- 7.31% |
$710K - $775K
|
103K
$9.66M
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-7.66K- 3.08% |
$671K - $732K
|
241K
$22.6M
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-7.66K- 23.9% |
$671K - $731K
|
24.4K
$2.29M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.57K- 7.87% |
$576K - $628K
|
77K
$7.23M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-6.22K- 54.58% |
$545K - $594K
|
5.18K
$487K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.94K- 4.44% |
$520K - $567K
|
128K
$12M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.53K- 8.94% |
$484K - $528K
|
56.3K
$5.29M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.95K- 52.84% |
$433K - $472K
|
4.42K
$415K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.9K- 1.22% |
$429K - $468K
|
396K
$37.2M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.86K- 22.43% |
$425K - $464K
|
16.8K
$1.58M
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.59K- 3.86% |
$401K - $438K
|
114K
$10.7M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.49K- 3.88% |
$393K - $429K
|
111K
$10.4M
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 3.55% |
$392K - $428K
|
122K
$11.4M
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.43K- 2.09% |
$388K - $423K
|
207K
$19.5M
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
SELL
|
- |
-4.35K- 17.39% |
$381K - $415K
|
20.6K
$1.94M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.26K- 16.9% |
$373K - $406K
|
20.9K
$1.97M
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-4.11K- 0.9% |
$360K - $393K
|
453K
$42.5M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.09K- 2.52% |
$358K - $391K
|
158K
$14.9M
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-3.71K- 3.67% |
$325K - $354K
|
97.3K
$9.14M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.63K- 8.29% |
$318K - $347K
|
40.2K
$3.78M
|