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 |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-900Closed |
$55.2K - $62.6K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-188Closed |
$11.5K - $13.1K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-175Closed |
$10.7K - $12.2K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-133Closed |
$8.15K - $9.26K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-84Closed |
$5.15K - $5.85K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-30Closed |
$1.84K - $2.09K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4Closed |
$245 - $278
|
0
$0
|
|
Q4 2020 | |||||||
Jan 29, 2021
Q4 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-95.4KClosed |
$5.07M - $5.93M
|
0
$0
|
|
Jan 06, 2021
Q4 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-22.8KClosed |
$1.21M - $1.42M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.74KClosed |
$358K - $419K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.62KClosed |
$299K - $350K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.27KClosed |
$280K - $328K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Geneva Partners, LLC
|
SELL
|
- |
-4.71KClosed |
$250K - $293K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.33KClosed |
$124K - $145K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Trust CO
|
SELL
|
- |
-326- 83.8% |
$17.3K - $20.3K
|
63
$5.92K
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-108Closed |
$5.74K - $6.72K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Ballast Advisors LLC
|
SELL
|
- |
-99Closed |
$5.26K - $6.16K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$532 - $622
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-229KClosed |
$11.8M - $13.1M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-29.7KClosed |
$1.53M - $1.7M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20.8KClosed |
$1.07M - $1.19M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-14.2KClosed |
$729K - $809K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.56KClosed |
$441K - $489K
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.68KClosed |
$292K - $324K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-4.76KClosed |
$245K - $272K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Marotta Asset Management
|
SELL
|
- |
-4.37KClosed |
$225K - $250K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.16KClosed |
$59.5K - $66K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-145Closed |
$7.46K - $8.28K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-35Closed |
$1.8K - $2K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-5Closed |
$257 - $285
|
0
$0
|
|
Q2 2020 | |||||||
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-14.2KClosed |
$624K - $820K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$492K - $647K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-10.9KClosed |
$479K - $630K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-6.14KClosed |
$270K - $355K
|
0
$0
|
|
Nov 09, 2023
Q2 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-4.16KClosed |
$183K - $241K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-825Closed |
$36.3K - $47.8K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Prism Advisors, Inc.
|
SELL
|
- |
-651- 4.7% |
$28.7K - $37.7K
|
13.2K
$1.24M
|
|
Aug 06, 2020
Q2 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-344Closed |
$15.1K - $19.9K
|
0
$0
|
|
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-158Closed |
$6.96K - $9.15K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-105Closed |
$4.62K - $6.08K
|
0
$0
|
|
Aug 18, 2020
Q2 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-32Closed |
$1.41K - $1.85K
|
0
$0
|
|
Q1 2020 | |||||||
May 06, 2020
Q1 2020
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-556KClosed |
$22.2M - $35.5M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-281KClosed |
$11.2M - $17.9M
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-202KClosed |
$8.07M - $12.9M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-82.8KClosed |
$3.3M - $5.28M
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-26.4KClosed |
$1.05M - $1.68M
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-15.8KClosed |
$628K - $1.01M
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.93KClosed |
$356K - $570K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-8.73KClosed |
$348K - $557K
|
0
$0
|
|
Apr 06, 2020
Q1 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8.43KClosed |
$336K - $538K
|
0
$0
|