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, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-880- 23.44% |
$80.9K - $88K
|
2.88K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-826- 0.83% |
$75.9K - $82.6K
|
98.3K
$9.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-816- 6.66% |
$75K - $81.6K
|
11.4K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-800- 2.81% |
$73.6K - $80K
|
27.7K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-793- 6.16% |
$72.9K - $79.3K
|
12.1K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-782- 0.69% |
$71.9K - $78.2K
|
113K
$10.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-743- 24.46% |
$68.3K - $74.3K
|
2.29K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-678- 22.1% |
$62.3K - $67.8K
|
2.39K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-676- 3.53% |
$62.2K - $67.6K
|
18.5K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-675- 11.49% |
$62.1K - $67.5K
|
5.2K
$478K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-664- 6.52% |
$61K - $66.4K
|
9.52K
$875K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-658- 10.33% |
$60.5K - $65.8K
|
5.71K
$526K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-650- 20.26% |
$59.8K - $65K
|
2.56K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-650- 1.28% |
$59.8K - $65K
|
50.2K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-644- 6.28% |
$59.2K - $64.4K
|
9.6K
$883K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-628- 2.53% |
$57.7K - $62.8K
|
24.2K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-626- 14.83% |
$57.6K - $62.6K
|
3.6K
$331K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-607- 0.8% |
$55.8K - $60.7K
|
75.7K
$6.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-575- 0.95% |
$52.9K - $57.5K
|
60K
$5.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-573- 11.07% |
$52.7K - $57.3K
|
4.6K
$423K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-548- 3.58% |
$50.4K - $54.8K
|
14.7K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-534- 2.11% |
$49.1K - $53.4K
|
24.7K
$2.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-527- 67.82% |
$48.5K - $52.7K
|
250
$23K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-522- 7.95% |
$48K - $52.2K
|
6.04K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-511- 1.4% |
$47K - $51.1K
|
35.9K
$3.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-505- 42.8% |
$46.4K - $50.5K
|
675
$62.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-493- 12.46% |
$45.3K - $49.3K
|
3.46K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-481- 0.63% |
$44.2K - $48.1K
|
75.6K
$6.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-466- 0.42% |
$42.8K - $46.6K
|
111K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-454- 0.74% |
$41.7K - $45.4K
|
60.6K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-426- 3.44% |
$39.2K - $42.6K
|
12K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-420- 5.3% |
$38.6K - $42K
|
7.5K
$690K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-419- 1.72% |
$38.5K - $41.9K
|
24K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-390- 34.15% |
$35.9K - $39K
|
752
$69.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-336- 7.63% |
$30.9K - $33.6K
|
4.07K
$374K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-321- 2.66% |
$29.5K - $32.1K
|
11.8K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-312- 1.66% |
$28.7K - $31.2K
|
18.5K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-306- 1.27% |
$28.1K - $30.6K
|
23.9K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-290- 5.58% |
$26.7K - $29K
|
4.91K
$451K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-279- 1.27% |
$25.7K - $27.9K
|
21.7K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-272- 14.88% |
$25K - $27.2K
|
1.56K
$143K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-262- 2.35% |
$24.1K - $26.2K
|
10.9K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-237- 4.89% |
$21.8K - $23.7K
|
4.61K
$424K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-228- 6.27% |
$21K - $22.8K
|
3.41K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-212- 26.84% |
$19.5K - $21.2K
|
578
$53.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-206- 4.41% |
$18.9K - $20.6K
|
4.46K
$410K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-196- 4.54% |
$18K - $19.6K
|
4.12K
$379K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-192- 80.0% |
$17.7K - $19.2K
|
48
$4.41K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-191- 4.68% |
$17.6K - $19.1K
|
3.89K
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-186- 2.04% |
$17.1K - $18.6K
|
8.93K
$821K
|