Latest Institutional Sells of Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

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 20, 2020 Q2 2020
Prism Advisors, Inc.

SELL
 -
-651
- 4.7%
$28.7K - $37.7K
13.2K $1.32M
Aug 06, 2020 Q2 2020
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-344
Closed
$15.1K - $19.9K
0 $0
Sep 07, 2021 Q2 2020
Sargent Bickham Lagudis LLC

SELL
 -
-158
Closed
$6.96K - $9.15K
0 $0
Aug 14, 2020 Q2 2020
Advisory Alpha, LLC

SELL
 -
-105
Closed
$4.62K - $6.08K
0 $0
Aug 18, 2020 Q2 2020
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
SELL
 -
-32
Closed
$1.41K - $1.85K
0 $0
Q1 2020
May 06, 2020 Q1 2020
Foster Dykema Cabot & CO Inc

SELL
 -
-556K
Closed
$22.2M - $35.5M
0 $0
May 07, 2020 Q1 2020
Miller Investment Management, LP

West Conshohocken, PA
SELL
 -
-281K
Closed
$11.2M - $17.9M
0 $0
May 18, 2020 Q1 2020
Sentinel Trust CO Lba

Houston, TX
SELL
 -
-202K
Closed
$8.07M - $12.9M
0 $0
May 14, 2020 Q1 2020
Independent Advisor Alliance

SELL
 -
-82.8K
Closed
$3.3M - $5.28M
0 $0
Apr 16, 2020 Q1 2020
Aprio Wealth Management, LLC

SELL
 -
-26.4K
Closed
$1.05M - $1.68M
0 $0
Apr 30, 2020 Q1 2020
Kovack Advisors, Inc.

SELL
 -
-8.93K
Closed
$356K - $570K
0 $0
May 12, 2020 Q1 2020
Personal Capital Advisors Corp

SELL
 -
-8.73K
Closed
$348K - $557K
0 $0
Apr 06, 2020 Q1 2020
Global Trust Asset Management, LLC

SELL
 -
-8.43K
Closed
$336K - $538K
0 $0
May 11, 2020 Q1 2020
Sitrin Capital Management LLC

SELL
 -
-7.64K
Closed
$305K - $488K
0 $0
May 04, 2020 Q1 2020
Pasadena Private Wealth, LLC

Pasadena, CA
SELL
 -
-5.84K
Closed
$233K - $373K
0 $0
Apr 20, 2020 Q1 2020
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-4.38K
Closed
$175K - $279K
0 $0
Apr 23, 2020 Q1 2020
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-3.55K
Closed
$142K - $227K
0 $0
May 11, 2020 Q1 2020
Magnus Financial Group LLC

New York, NY
SELL
 -
-3.43K
Closed
$137K - $219K
0 $0
May 07, 2020 Q1 2020
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-3.42K
Closed
$136K - $218K
0 $0
May 08, 2020 Q1 2020
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-3.25K
Closed
$130K - $207K
0 $0
May 15, 2020 Q1 2020
Westwood Holdings Group Inc

Dallas, TX
SELL
 -
-2.18K
Closed
$87.1K - $139K
0 $0
Apr 22, 2020 Q1 2020
Human Investing LLC

SELL
 -
-378
Closed
$15.1K - $24.1K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-375
Closed
$15K - $23.9K
0 $0
May 04, 2020 Q1 2020
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-131
Closed
$5.22K - $8.36K
0 $0
Sep 21, 2023 Q1 2020
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-75
Closed
$2.99K - $4.79K
0 $0
May 15, 2020 Q1 2020
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-61
Closed
$2.43K - $3.89K
0 $0
Apr 24, 2020 Q1 2020
Total Clarity Wealth Management, Inc.

SELL
 -
-32
Closed
$1.28K - $2.04K
0 $0
May 14, 2020 Q1 2020
S.A. Mason LLC

SELL
 -
-17
Closed
$678 - $1.09K
0 $0
Jun 03, 2020 Q1 2020
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-5
Closed
$199 - $319
0 $0
Q4 2019
Feb 05, 2020 Q4 2019
Highland Capital Management, LLC

SELL
 -
-36.4K
Closed
$2.04M - $2.3M
0 $0
Feb 13, 2020 Q4 2019
Mount Yale Investment Advisors, LLC

SELL
 -
-18K
Closed
$1.01M - $1.13M
0 $0
Jan 22, 2020 Q4 2019
Norris Perne & French LLP

Grand Rapids, MI
SELL
 -
-6.98K
Closed
$390K - $440K
0 $0
Jan 28, 2020 Q4 2019
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-765
Closed
$42.8K - $48.3K
0 $0
Feb 12, 2020 Q4 2019
Fulcrum Equity Management

SELL
 -
-43
Closed
$2.41K - $2.71K
0 $0
Q3 2019
Nov 13, 2019 Q3 2019
Private Portfolio Partners LLC

SELL
 -
-24.2K
Closed
$1.31M - $1.42M
0 $0
Nov 08, 2019 Q3 2019
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-4.04K
Closed
$219K - $237K
0 $0
Oct 18, 2019 Q3 2019
Whittier Trust CO

SELL
 -
-3.35K
- 31.27%
$182K - $197K
7.37K $734K
Nov 13, 2019 Q3 2019
Roble, Belko & Company, Inc

Sewickley, PA
SELL
 -
-250
- 4.09%
$13.6K - $14.7K
5.86K $585K
Nov 05, 2019 Q3 2019
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-60
Closed
$3.26K - $3.52K
0 $0
Q2 2019
Jul 19, 2019 Q2 2019
Regions Financial Corp

SELL
 -
-606
Closed
$31.9K - $34.7K
0 $0
Jul 29, 2019 Q2 2019
Lavaca Capital LLC

Houston, TX
SELL
 -
-502
Closed
$26.4K - $28.7K
0 $0
Aug 14, 2019 Q2 2019
Little House Capital LLC

Braintree, MA
SELL
 -
-180
Closed
$9.48K - $10.3K
0 $0
Jul 22, 2019 Q2 2019
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-156
Closed
$8.22K - $8.92K
0 $0
Aug 14, 2019 Q2 2019
Sei Investments CO

Oaks, PA
SELL
 -
-148
Closed
$7.8K - $8.46K
0 $0
Aug 05, 2019 Q2 2019
Simon Quick Advisors, LLC

SELL
 -
-18
Closed
$948 - $1.03K
0 $0
Q1 2019
May 15, 2019 Q1 2019
St. James Investment Company, LLC

SELL
 -
-17.3K
Closed
$832K - $961K
0 $0
May 14, 2019 Q1 2019
Legacy Financial Advisors, Inc.

SELL
 -
-17.3K
Closed
$832K - $961K
0 $0
May 14, 2019 Q1 2019
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-9.93K
Closed
$479K - $553K
0 $0
May 16, 2019 Q1 2019
Wealthpoint, LLC

SELL
 -
-626
Closed
$30.2K - $34.8K
0 $0

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