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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.15K- 27.86% |
$225K - $267K
|
8.16K
$770K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.66K- 16.04% |
$118K - $140K
|
8.67K
$817K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.09K- 69.14% |
$78K - $92.3K
|
487
$45.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-995- 11.02% |
$71.1K - $84.2K
|
8.04K
$758K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-933- 20.09% |
$66.7K - $78.9K
|
3.71K
$350K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-729- 97.33% |
$52.1K - $61.7K
|
20
$1.89K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-659- 45.48% |
$47.1K - $55.8K
|
790
$74.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-422- 11.46% |
$30.2K - $35.7K
|
3.26K
$307K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-237- 2.66% |
$16.9K - $20.1K
|
8.67K
$817K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-60- 40.54% |
$4.29K - $5.08K
|
88
$8.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-59- 1.22% |
$4.22K - $4.99K
|
4.78K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-20- 27.4% |
$1.43K - $1.69K
|
53
$5K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-323KClosed |
$24M - $26.2M
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-5.76K- 0.95% |
$429K - $467K
|
603K
$56.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4K- 0.33% |
$297K - $324K
|
1.21M
$115M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.12K- 53.45% |
$232K - $253K
|
2.72K
$256K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-607- 5.66% |
$45.1K - $49.2K
|
10.1K
$954K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-441- 5.81% |
$32.8K - $35.7K
|
7.15K
$674K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-317- 85.44% |
$23.6K - $25.7K
|
54
$5.09K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-250- 2.05% |
$18.6K - $20.3K
|
11.9K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-197- 5.38% |
$14.7K - $16K
|
3.46K
$327K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-179- 0.87% |
$13.3K - $14.5K
|
20.4K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-125- 58.96% |
$9.3K - $10.1K
|
87
$8.21K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-70Closed |
$5.21K - $5.67K
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20- 1.81% |
$1.49K - $1.62K
|
1.08K
$102K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-10- 15.38% |
$744 - $810
|
55
$5.19K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.43K- 47.01% |
$322K - $347K
|
4.99K
$471K
|
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.17K- 47.0% |
$230K - $248K
|
3.57K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.32K- 6.12% |
$169K - $182K
|
35.7K
$3.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2K- 16.7% |
$145K - $157K
|
9.98K
$941K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-595- 11.08% |
$43.2K - $46.6K
|
4.77K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-507- 93.37% |
$36.8K - $39.7K
|
36
$3.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 13.33% |
$29.1K - $31.3K
|
2.6K
$245K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-230- 7.16% |
$16.7K - $18K
|
2.98K
$281K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-206- 5.14% |
$15K - $16.1K
|
3.8K
$358K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-173- 4.67% |
$12.6K - $13.5K
|
3.53K
$333K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-150- 3.08% |
$10.9K - $11.7K
|
4.73K
$446K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-124- 2.43% |
$9.01K - $9.7K
|
4.99K
$471K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-96- 2.1% |
$6.97K - $7.51K
|
4.48K
$423K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-45- 1.18% |
$3.27K - $3.52K
|
3.78K
$357K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-40- 2.23% |
$2.91K - $3.13K
|
1.75K
$165K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-26Closed |
$1.89K - $2.03K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-21- 0.52% |
$1.53K - $1.64K
|
4K
$377K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6- 2.11% |
$436 - $470
|
279
$26.3K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-8.52K- 98.64% |
$598K - $663K
|
117
$11K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.07K- 89.19% |
$356K - $394K
|
614
$57.9K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.21K- 26.48% |
$296K - $328K
|
11.7K
$1.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-365- 6.67% |
$25.6K - $28.4K
|
5.11K
$482K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-301- 2.79% |
$21.1K - $23.4K
|
10.5K
$988K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-300Closed |
$21.1K - $23.4K
|
0
$0
|
|