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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-665- 3.84% |
$56.8K - $60.1K
|
16.7K
$1.57M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-659Closed |
$56.3K - $59.6K
|
0
$0
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-654- 3.7% |
$55.8K - $59.1K
|
17K
$1.6M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-645- 1.73% |
$55.1K - $58.3K
|
36.7K
$3.45M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-644- 4.42% |
$55K - $58.2K
|
13.9K
$1.31M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-633- 8.33% |
$54.1K - $57.2K
|
6.96K
$654K
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-589- 17.29% |
$50.3K - $53.3K
|
2.82K
$265K
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-583- 1.28% |
$49.8K - $52.7K
|
44.9K
$4.22M
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-566- 1.38% |
$48.3K - $51.2K
|
40.4K
$3.8M
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-534- 0.79% |
$45.6K - $48.3K
|
67.5K
$6.34M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-530- 7.59% |
$45.3K - $47.9K
|
6.45K
$606K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-521- 5.0% |
$44.5K - $47.1K
|
9.89K
$929K
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-518- 2.16% |
$44.2K - $46.8K
|
23.5K
$2.21M
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-514- 17.47% |
$43.9K - $46.5K
|
2.43K
$228K
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-503- 0.11% |
$43K - $45.5K
|
467K
$43.9M
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-494- 1.28% |
$42.2K - $44.7K
|
38.1K
$3.58M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-494- 13.22% |
$42.2K - $44.7K
|
3.24K
$305K
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-490- 0.88% |
$41.8K - $44.3K
|
55.4K
$5.21M
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-448- 3.34% |
$38.3K - $40.5K
|
12.9K
$1.22M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-414- 6.98% |
$35.4K - $37.4K
|
5.52K
$518K
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-399- 7.96% |
$34.1K - $36.1K
|
4.61K
$433K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-389- 8.14% |
$33.2K - $35.2K
|
4.39K
$412K
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-376- 3.95% |
$32.1K - $34K
|
9.15K
$860K
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-375- 2.72% |
$32K - $33.9K
|
13.4K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-370- 0.84% |
$31.6K - $33.5K
|
43.8K
$4.12M
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-350- 12.75% |
$29.9K - $31.6K
|
2.4K
$225K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-336- 13.59% |
$28.7K - $30.4K
|
2.14K
$201K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-332- 3.57% |
$28.3K - $30K
|
8.96K
$842K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-310- 50.16% |
$26.5K - $28K
|
308
$28.9K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-296- 3.88% |
$25.3K - $26.8K
|
7.34K
$689K
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-267- 1.35% |
$22.8K - $24.1K
|
19.6K
$1.84M
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-261- 8.73% |
$22.3K - $23.6K
|
2.73K
$257K
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-229- 0.93% |
$19.6K - $20.7K
|
24.5K
$2.3M
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-222- 23.85% |
$19K - $20.1K
|
709
$66.6K
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-215- 4.19% |
$18.4K - $19.4K
|
4.92K
$462K
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-210- 3.11% |
$17.9K - $19K
|
6.53K
$614K
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-210- 5.16% |
$17.9K - $19K
|
3.86K
$363K
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-206- 1.31% |
$17.6K - $18.6K
|
15.6K
$1.46M
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-206- 1.66% |
$17.6K - $18.6K
|
12.2K
$1.15M
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-191- 3.78% |
$16.3K - $17.3K
|
4.86K
$457K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-188- 29.79% |
$16.1K - $17K
|
443
$41.6K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-180- 3.77% |
$15.4K - $16.3K
|
4.6K
$432K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-179- 0.43% |
$15.3K - $16.2K
|
41.3K
$3.88M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-178- 4.73% |
$15.2K - $16.1K
|
3.58K
$337K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-166- 0.73% |
$14.2K - $15K
|
22.4K
$2.11M
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-164- 9.14% |
$14K - $14.8K
|
1.63K
$153K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-161- 0.62% |
$13.7K - $14.6K
|
25.7K
$2.42M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-161- 0.76% |
$13.7K - $14.6K
|
21K
$1.97M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-158- 3.91% |
$13.5K - $14.3K
|
3.89K
$365K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-157- 0.28% |
$13.4K - $14.2K
|
55K
$5.17M
|