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 |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-800K- 65.84% |
$65.1M - $75.7M
|
415K
$40.2M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-121K- 5.02% |
$9.85M - $11.4M
|
2.29M
$222M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-59.5K- 43.28% |
$4.85M - $5.63M
|
78K
$7.56M
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-42K- 36.8% |
$3.42M - $3.98M
|
72.2K
$7M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13.7K- 7.92% |
$1.12M - $1.3M
|
160K
$15.5M
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-9.1K- 51.28% |
$741K - $861K
|
8.65K
$838K
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-6.41K- 46.37% |
$522K - $607K
|
7.42K
$719K
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-6.12K- 7.39% |
$499K - $580K
|
76.7K
$7.44M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.57K- 8.52% |
$454K - $527K
|
59.8K
$5.8M
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4.94K- 49.7% |
$402K - $467K
|
5K
$485K
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.31K- 3.02% |
$351K - $408K
|
138K
$13.4M
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-3.47K- 3.35% |
$282K - $328K
|
99.9K
$9.68M
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.42K- 2.31% |
$278K - $323K
|
144K
$14M
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-2.75K- 30.51% |
$224K - $261K
|
6.27K
$608K
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.74K- 4.5% |
$223K - $259K
|
58.2K
$5.64M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.69K- 46.2% |
$219K - $255K
|
3.13K
$304K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.45K- 22.26% |
$118K - $137K
|
5.06K
$490K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 6.02% |
$103K - $120K
|
19.8K
$1.92M
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.26K- 5.07% |
$102K - $119K
|
23.5K
$2.28M
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.08K- 3.07% |
$88.1K - $102K
|
34.1K
$3.31M
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-801- 13.71% |
$65.2K - $75.8K
|
5.04K
$489K
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-669- 6.48% |
$54.5K - $63.3K
|
9.65K
$936K
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-568- 19.99% |
$46.3K - $53.7K
|
2.27K
$220K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-526- 9.31% |
$42.8K - $49.8K
|
5.12K
$497K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-467- 54.88% |
$38K - $44.2K
|
384
$37.2K
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-464- 5.45% |
$37.8K - $43.9K
|
8.06K
$781K
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-453- 3.11% |
$36.9K - $42.9K
|
14.1K
$1.37M
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-440- 3.84% |
$35.8K - $41.6K
|
11K
$1.07M
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-425- 0.47% |
$34.6K - $40.2K
|
89.4K
$8.66M
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-382- 1.62% |
$31.1K - $36.1K
|
23.1K
$2.24M
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-332- 24.92% |
$27K - $31.4K
|
1K
$97K
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-254- 1.12% |
$20.7K - $24K
|
22.5K
$2.18M
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-235- 1.76% |
$19.1K - $22.2K
|
13.1K
$1.27M
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-232- 5.04% |
$18.9K - $22K
|
4.37K
$423K
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-223- 0.11% |
$18.2K - $21.1K
|
197K
$19.1M
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-216- 9.19% |
$17.6K - $20.4K
|
2.13K
$207K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-209- 7.46% |
$17K - $19.8K
|
2.59K
$251K
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
SELL
|
- |
-193- 0.98% |
$15.7K - $18.3K
|
19.6K
$1.9M
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-192- 6.46% |
$15.6K - $18.2K
|
2.78K
$270K
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-184- 5.17% |
$15K - $17.4K
|
3.37K
$327K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-178- 2.81% |
$14.5K - $16.8K
|
6.16K
$597K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-146- 5.46% |
$11.9K - $13.8K
|
2.53K
$245K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-125- 24.32% |
$10.2K - $11.8K
|
389
$37.7K
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-118- 1.1% |
$9.61K - $11.2K
|
10.7K
$1.03M
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-91- 1.71% |
$7.41K - $8.61K
|
5.22K
$506K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-87- 0.07% |
$7.09K - $8.23K
|
123K
$12M
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-85- 6.96% |
$6.92K - $8.04K
|
1.14K
$110K
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-81- 0.49% |
$6.6K - $7.67K
|
16.5K
$1.6M
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-74- 50.68% |
$6.03K - $7K
|
72
$6.98K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-73- 0.14% |
$5.95K - $6.91K
|
50.5K
$4.9M
|