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 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-926- 0.69% |
$79.1K - $83.7K
|
134K
$12.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-830- 15.9% |
$70.9K - $75K
|
4.39K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-743- 5.47% |
$63.4K - $67.2K
|
12.8K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-680- 2.33% |
$58.1K - $61.5K
|
28.5K
$2.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-672- 0.73% |
$57.4K - $60.8K
|
91.5K
$8.63M
|
|
|
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
$3.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-633- 8.33% |
$54.1K - $57.2K
|
6.96K
$657K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-566- 1.38% |
$48.3K - $51.2K
|
40.4K
$3.81M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-530- 7.59% |
$45.3K - $47.9K
|
6.45K
$608K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-521- 5.0% |
$44.5K - $47.1K
|
9.89K
$933K
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-514- 17.47% |
$43.9K - $46.5K
|
2.43K
$229K
|
|
|
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
$520K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-399- 7.96% |
$34.1K - $36.1K
|
4.61K
$435K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-389- 8.14% |
$33.2K - $35.2K
|
4.39K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-370- 0.84% |
$31.6K - $33.5K
|
43.8K
$4.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-350- 12.75% |
$29.9K - $31.6K
|
2.4K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-336- 13.59% |
$28.7K - $30.4K
|
2.14K
$202K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-332- 3.57% |
$28.3K - $30K
|
8.96K
$845K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-296- 3.88% |
$25.3K - $26.8K
|
7.34K
$692K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-267- 1.35% |
$22.8K - $24.1K
|
19.6K
$1.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-229- 0.93% |
$19.6K - $20.7K
|
24.5K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-222- 23.85% |
$19K - $20.1K
|
709
$66.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-215- 4.19% |
$18.4K - $19.4K
|
4.92K
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-210- 3.11% |
$17.9K - $19K
|
6.53K
$616K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-188- 29.79% |
$16.1K - $17K
|
443
$41.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-180- 3.77% |
$15.4K - $16.3K
|
4.6K
$434K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-178- 4.73% |
$15.2K - $16.1K
|
3.58K
$338K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-166- 0.73% |
$14.2K - $15K
|
22.4K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-161- 0.62% |
$13.7K - $14.6K
|
25.7K
$2.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-161- 0.76% |
$13.7K - $14.6K
|
21K
$1.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-158- 3.91% |
$13.5K - $14.3K
|
3.89K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-157- 0.28% |
$13.4K - $14.2K
|
55K
$5.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-150- 5.61% |
$12.8K - $13.6K
|
2.53K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-150- 3.78% |
$12.8K - $13.6K
|
3.82K
$360K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-140- 0.41% |
$12K - $12.7K
|
33.8K
$3.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-140- 7.34% |
$12K - $12.7K
|
1.77K
$167K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-113- 1.11% |
$9.65K - $10.2K
|
10K
$946K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-106- 0.76% |
$9.05K - $9.58K
|
13.9K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-99- 3.94% |
$8.45K - $8.95K
|
2.41K
$228K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-96- 10.6% |
$8.2K - $8.68K
|
810
$76.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-90- 2.63% |
$7.69K - $8.14K
|
3.33K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-79- 2.73% |
$6.75K - $7.14K
|
2.82K
$266K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-73- 1.61% |
$6.23K - $6.6K
|
4.46K
$421K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-68- 68.0% |
$5.81K - $6.15K
|
32
$3.02K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-67- 14.38% |
$5.72K - $6.06K
|
399
$37.6K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-65- 0.33% |
$5.55K - $5.88K
|
19.8K
$1.86M
|