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 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-50- 0.29% |
$4.27K - $4.52K
|
17.4K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-41- 0.09% |
$3.5K - $3.71K
|
44.1K
$4.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-36- 35.64% |
$3.07K - $3.26K
|
65
$6.13K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-34- 0.25% |
$2.9K - $3.07K
|
13.6K
$1.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-33- 0.14% |
$2.82K - $2.98K
|
23.4K
$2.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-30- 0.63% |
$2.56K - $2.71K
|
4.75K
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-19- 0.15% |
$1.62K - $1.72K
|
12.6K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-17- 0.29% |
$1.45K - $1.54K
|
5.82K
$549K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-17- 0.26% |
$1.45K - $1.54K
|
6.41K
$605K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-15- 0.01% |
$1.28K - $1.36K
|
118K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10- 0.15% |
$854 - $904
|
6.78K
$639K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-8- 0.14% |
$683 - $723
|
5.79K
$546K
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-5- 0.05% |
$427 - $452
|
9.35K
$882K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 12.0% |
$256 - $271
|
22
$2.08K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-232K- 93.95% |
$19.2M - $21M
|
14.9K
$1.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-69.3K- 65.25% |
$5.74M - $6.27M
|
36.9K
$3.48M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-48.6K- 79.54% |
$4.03M - $4.4M
|
12.5K
$1.18M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-15.2K- 4.03% |
$1.26M - $1.37M
|
361K
$34M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-12.1K- 46.27% |
$1M - $1.1M
|
14.1K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-8.76K- 50.45% |
$726K - $792K
|
8.6K
$812K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.02K- 57.18% |
$250K - $273K
|
2.26K
$213K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.98K- 15.87% |
$247K - $269K
|
15.8K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.69K- 16.67% |
$223K - $243K
|
13.4K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.11K- 17.8% |
$175K - $191K
|
9.76K
$920K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.09K- 8.09% |
$173K - $189K
|
23.7K
$2.24M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.96K- 27.53% |
$163K - $177K
|
5.16K
$487K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.77K- 27.15% |
$147K - $160K
|
4.76K
$449K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.64K- 7.31% |
$136K - $148K
|
20.8K
$1.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.34K- 31.23% |
$111K - $121K
|
2.96K
$279K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.33K- 10.02% |
$110K - $120K
|
11.9K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-957- 75.83% |
$79.3K - $86.6K
|
305
$28.8K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-486- 1.83% |
$40.3K - $44K
|
26.1K
$2.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-460- 6.76% |
$38.1K - $41.6K
|
6.35K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-453- 8.05% |
$37.5K - $41K
|
5.18K
$488K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-219- 5.9% |
$18.1K - $19.8K
|
3.49K
$329K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-188- 1.2% |
$15.6K - $17K
|
15.4K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-140- 3.84% |
$11.6K - $12.7K
|
3.51K
$331K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-130- 2.59% |
$10.8K - $11.8K
|
4.88K
$461K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-128- 2.66% |
$10.6K - $11.6K
|
4.69K
$442K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-122- 4.13% |
$10.1K - $11K
|
2.83K
$267K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-111- 2.78% |
$9.2K - $10K
|
3.88K
$366K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-100- 8.53% |
$8.29K - $9.04K
|
1.07K
$101K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-85- 8.08% |
$7.04K - $7.69K
|
967
$91.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-72- 10.68% |
$5.97K - $6.51K
|
602
$56.8K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-50- 1.7% |
$4.14K - $4.52K
|
2.89K
$272K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-48- 3.72% |
$3.98K - $4.34K
|
1.24K
$117K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8- 24.24% |
$663 - $724
|
25
$2.36K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.1K- 69.4% |
$862K - $1.02M
|
5.32K
$502K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.41K- 45.11% |
$387K - $458K
|
6.59K
$621K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3.21K- 47.57% |
$229K - $271K
|
3.53K
$333K
|
|