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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-219- 7.94% |
$19.2K - $20.9K
|
2.54K
$251K
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-217- 1.8% |
$19K - $20.7K
|
11.8K
$1.17M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-213- 3.14% |
$18.7K - $20.3K
|
6.56K
$649K
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-213- 7.72% |
$18.7K - $20.3K
|
2.55K
$252K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-212- 0.33% |
$18.6K - $20.2K
|
63.9K
$6.32M
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-210- 4.64% |
$18.4K - $20.1K
|
4.32K
$427K
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-175- 11.61% |
$15.3K - $16.7K
|
1.33K
$132K
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-175- 4.21% |
$15.3K - $16.7K
|
3.98K
$394K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-174- 28.62% |
$15.2K - $16.6K
|
434
$42.9K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-169- 1.25% |
$14.8K - $16.1K
|
13.3K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-161- 2.81% |
$14.1K - $15.4K
|
5.57K
$551K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-151- 6.2% |
$13.2K - $14.4K
|
2.29K
$226K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-147- 2.47% |
$12.9K - $14K
|
5.81K
$575K
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-139- 4.66% |
$12.2K - $13.3K
|
2.84K
$281K
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-138- 3.73% |
$12.1K - $13.2K
|
3.56K
$352K
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-136- 2.26% |
$11.9K - $13K
|
5.89K
$583K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-131- 1.92% |
$11.5K - $12.5K
|
6.71K
$663K
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-130- 2.52% |
$11.4K - $12.4K
|
5.03K
$498K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-128- 1.91% |
$11.2K - $12.2K
|
6.57K
$650K
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-125- 1.18% |
$10.9K - $11.9K
|
10.4K
$1.03M
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-120- 4.98% |
$10.5K - $11.5K
|
2.29K
$227K
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-104- 0.12% |
$9.11K - $9.93K
|
86.9K
$8.59M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-101- 3.19% |
$8.84K - $9.64K
|
3.07K
$303K
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-100- 3.01% |
$8.76K - $9.55K
|
3.22K
$318K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-94- 0.5% |
$8.23K - $8.98K
|
18.8K
$1.86M
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-85- 1.78% |
$7.44K - $8.12K
|
4.69K
$464K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80- 3.08% |
$7K - $7.64K
|
2.52K
$249K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-79- 0.45% |
$6.92K - $7.54K
|
17.4K
$1.72M
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-71- 16.1% |
$6.22K - $6.78K
|
370
$36.6K
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-66- 0.83% |
$5.78K - $6.3K
|
7.92K
$783K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-65- 21.1% |
$5.69K - $6.21K
|
243
$24K
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-57- 0.54% |
$4.99K - $5.44K
|
10.5K
$1.04M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-50- 0.78% |
$4.38K - $4.77K
|
6.4K
$633K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-48- 2.94% |
$4.2K - $4.58K
|
1.58K
$156K
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-43- 0.31% |
$3.77K - $4.11K
|
13.8K
$1.37M
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-42- 5.24% |
$3.68K - $4.01K
|
759
$75K
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-35- 1.28% |
$3.06K - $3.34K
|
2.7K
$266K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-34- 1.29% |
$2.98K - $3.25K
|
2.61K
$258K
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-25- 0.96% |
$2.19K - $2.39K
|
2.58K
$255K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.24% |
$613 - $668
|
2.9K
$286K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6- 0.13% |
$525 - $573
|
4.64K
$459K
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-5- 0.04% |
$438 - $477
|
13.2K
$1.31M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3- 0.06% |
$263 - $286
|
4.77K
$471K
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-3- 0.07% |
$263 - $286
|
4.08K
$404K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3- 16.67% |
$263 - $286
|
15
$1.48K
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-1- 0.04% |
$87.6 - $95.5
|
2.62K
$259K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1- 0.02% |
$87.6 - $95.5
|
5.54K
$548K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1- 2.86% |
$87.6 - $95.5
|
34
$3.36K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-110K- 78.7% |
$9.35M - $9.91M
|
29.7K
$2.93M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-54.9K- 95.47% |
$4.69M - $4.96M
|
2.6K
$257K
|