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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-68- 68.0% |
$5.54K - $6.43K
|
32
$3.17K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-67- 2.5% |
$5.46K - $6.34K
|
2.61K
$259K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-65- 16.8% |
$5.29K - $6.15K
|
322
$31.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-64- 28.19% |
$5.21K - $6.06K
|
163
$16.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-64- 7.61% |
$5.21K - $6.06K
|
777
$76.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-58- 1.17% |
$4.72K - $5.49K
|
4.88K
$483K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-53- 1.34% |
$4.32K - $5.02K
|
3.9K
$385K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-49- 0.2% |
$3.99K - $4.64K
|
24.2K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-42- 1.71% |
$3.42K - $3.97K
|
2.42K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-39- 17.33% |
$3.18K - $3.69K
|
186
$18.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-38- 1.22% |
$3.1K - $3.6K
|
3.07K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-30- 2.17% |
$2.44K - $2.84K
|
1.35K
$134K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 0.64% |
$2.44K - $2.84K
|
4.64K
$459K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.01% |
$2.28K - $2.65K
|
2.75K
$272K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-27- 1.81% |
$2.2K - $2.56K
|
1.47K
$145K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-27- 0.59% |
$2.2K - $2.56K
|
4.57K
$452K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-23- 3.5% |
$1.87K - $2.18K
|
635
$62.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-21- 0.48% |
$1.71K - $1.99K
|
4.32K
$427K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-19- 0.88% |
$1.55K - $1.8K
|
2.15K
$213K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-15- 0.04% |
$1.22K - $1.42K
|
35.1K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-13- 0.05% |
$1.06K - $1.23K
|
24.7K
$2.44M
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-12- 0.27% |
$978 - $1.14K
|
4.49K
$444K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-7- 0.4% |
$570 - $662
|
1.74K
$172K
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-4- 0.01% |
$326 - $379
|
52.5K
$5.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-3- 0.12% |
$244 - $284
|
2.44K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-3- 0.07% |
$244 - $284
|
4.37K
$432K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3- 0.08% |
$244 - $284
|
3.96K
$392K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1- 0.05% |
$81.5 - $94.6
|
2.18K
$215K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-276K- 97.08% |
$24.9M - $26.6M
|
8.32K
$822K
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-98.4K- 86.96% |
$8.86M - $9.48M
|
14.8K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-47.2K- 11.3% |
$4.25M - $4.55M
|
371K
$36.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-19.4K- 98.92% |
$1.74M - $1.86M
|
212
$21K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-10.4K- 15.87% |
$940K - $1.01M
|
55.4K
$5.48M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-6.2K- 50.31% |
$558K - $597K
|
6.12K
$606K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-5.64K- 9.83% |
$507K - $543K
|
51.7K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.45K- 98.78% |
$400K - $428K
|
55
$5.44K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.05K- 32.53% |
$275K - $294K
|
6.33K
$626K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2K- 28.24% |
$180K - $193K
|
5.08K
$503K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.68K- 0.46% |
$151K - $161K
|
362K
$35.8M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-1.28K- 58.68% |
$115K - $123K
|
900
$89K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.11K- 20.76% |
$99.9K - $107K
|
4.24K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-857- 12.81% |
$77.1K - $82.5K
|
5.83K
$577K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-836- 8.71% |
$75.2K - $80.5K
|
8.77K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-822- 3.69% |
$74K - $79.2K
|
21.5K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-813- 5.76% |
$73.2K - $78.3K
|
13.3K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-630- 10.29% |
$56.7K - $60.7K
|
5.49K
$543K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-600- 20.27% |
$54K - $57.8K
|
2.36K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-550- 14.86% |
$49.5K - $53K
|
3.15K
$312K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-452- 6.75% |
$40.7K - $43.5K
|
6.24K
$617K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-338- 78.79% |
$30.4K - $32.6K
|
91
$9K
|
|