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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-169Closed |
$12K - $12.9K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-137Closed |
$9.74K - $10.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$7.11K - $7.65K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-40Closed |
$2.85K - $3.06K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-36Closed |
$2.56K - $2.75K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-34Closed |
$2.42K - $2.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-34- 30.36% |
$2.42K - $2.6K
|
78
$7.71K
|
|
| Q3 2021 | |||||||
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-54.3KClosed |
$3.8M - $4.03M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-54.3KClosed |
$3.8M - $4.03M
|
0
$0
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-49.4KClosed |
$3.46M - $3.66M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-46.1KClosed |
$3.22M - $3.42M
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-45.7KClosed |
$3.2M - $3.39M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.38KClosed |
$446K - $473K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.17KClosed |
$152K - $161K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.05KClosed |
$143K - $152K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.76KClosed |
$123K - $131K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-690Closed |
$48.3K - $51.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-339Closed |
$23.7K - $25.1K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-200Closed |
$14K - $14.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-54Closed |
$3.78K - $4K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-3Closed |
$210 - $222
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-4.91KClosed |
$341K - $363K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.94KClosed |
$273K - $291K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-3.9KClosed |
$271K - $288K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.4KClosed |
$236K - $251K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-986Closed |
$68.4K - $72.8K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-632Closed |
$43.9K - $46.7K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-605- 25.87% |
$42K - $44.7K
|
1.73K
$172K
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-399Closed |
$27.7K - $29.5K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-13Closed |
$902 - $960
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-133KClosed |
$8.13M - $9.24M
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-7.71K- 64.24% |
$472K - $537K
|
4.29K
$424K
|
|
|
May 12, 2021
Q1 2021
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-5.58KClosed |
$342K - $388K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-175Closed |
$10.7K - $12.2K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-133Closed |
$8.15K - $9.26K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-84Closed |
$5.15K - $5.85K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-30Closed |
$1.84K - $2.09K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4Closed |
$245 - $278
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-95.4KClosed |
$5.07M - $5.93M
|
0
$0
|
|
|
Jan 06, 2021
Q4 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-22.8KClosed |
$1.21M - $1.42M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.74KClosed |
$358K - $419K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.62KClosed |
$299K - $350K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.27KClosed |
$280K - $328K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Geneva Partners, LLC
|
SELL
|
- |
-4.71KClosed |
$250K - $293K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.33KClosed |
$124K - $145K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Trust CO
|
SELL
|
- |
-326- 83.8% |
$17.3K - $20.3K
|
63
$6.23K
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-108Closed |
$5.74K - $6.72K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Ballast Advisors LLC
|
SELL
|
- |
-99Closed |
$5.26K - $6.16K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$532 - $622
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-229KClosed |
$11.8M - $13.1M
|
0
$0
|
|