Purchases and Sales Made in Q1 2024 in Ishares Core S&P U.S. Value Et (IUSV)
This table provides information about the institutional ownership of Ishares Core S&P U.S. Value Et (IUSV) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P U.S. VALUE ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.73K+ 52.77% |
$309K - $338K
|
10.8K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.7KNew |
$307K - $335K
|
3.7K
$353K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.55KNew |
$294K - $321K
|
3.55K
$338K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.53K+ 83.23% |
$292K - $319K
|
7.76K
$740K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.49K+ 0.65% |
$289K - $316K
|
544K
$51.8M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.47K+ 20.18% |
$287K - $314K
|
20.7K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.42K+ 1.43% |
$283K - $309K
|
242K
$23.1M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.4K+ 2.85% |
$282K - $307K
|
123K
$11.7M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.23K+ 3.38% |
$268K - $292K
|
98.9K
$9.43M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.19KNew |
$264K - $288K
|
3.19K
$304K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.19KNew |
$264K - $288K
|
3.19K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.02K+ 7.48% |
$250K - $273K
|
43.3K
$4.13M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.9KNew |
$240K - $262K
|
2.9K
$276K
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.81K+ 15.65% |
$232K - $254K
|
20.7K
$1.98M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.8K+ 11.76% |
$232K - $253K
|
26.6K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.75K+ 69.4% |
$228K - $248K
|
6.7K
$639K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.73K+ 2.13% |
$226K - $247K
|
131K
$12.5M
|
|
|
May 07, 2024
Q1 2024
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
2.67KNew |
$221K - $241K
|
2.67K
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.63K+ 65.78% |
$218K - $238K
|
6.63K
$632K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.63K+ 2.77% |
$218K - $238K
|
97.6K
$9.3M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.59KNew |
$215K - $235K
|
2.59K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.41KNew |
$200K - $218K
|
2.41K
$230K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.41KNew |
$200K - $218K
|
2.41K
$230K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.4KNew |
$199K - $217K
|
2.4K
$229K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.38K+ 5.52% |
$197K - $215K
|
45.4K
$4.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.37KNew |
$197K - $215K
|
2.37K
$226K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.37K+ 9.1% |
$196K - $214K
|
28.4K
$2.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.37K+ 1.57% |
$196K - $214K
|
153K
$14.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.37KNew |
$196K - $214K
|
2.37K
$226K
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.35KNew |
$194K - $212K
|
2.35K
$224K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.35KNew |
$194K - $212K
|
2.35K
$224K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.34KNew |
$194K - $212K
|
2.34K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.3KNew |
$191K - $208K
|
2.3K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.3K+ 161.18% |
$191K - $208K
|
3.73K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.29KNew |
$190K - $207K
|
2.29K
$218K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.27KNew |
$188K - $206K
|
2.27K
$217K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.25KNew |
$186K - $203K
|
2.25K
$215K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.25KNew |
$186K - $203K
|
2.25K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
2.25KNew |
$186K - $203K
|
2.25K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.24KNew |
$185K - $202K
|
2.24K
$213K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
2.23KNew |
$185K - $202K
|
2.23K
$212K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.2K+ 8.42% |
$183K - $199K
|
28.4K
$2.7M
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2.05K+ 1.45% |
$170K - $185K
|
143K
$13.6M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.03K+ 73.78% |
$168K - $184K
|
4.78K
$456K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.99K+ 4.29% |
$165K - $180K
|
48.4K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.91K+ 7.7% |
$158K - $172K
|
26.7K
$2.54M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.86KNew |
$154K - $168K
|
1.86K
$177K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.83K+ 70.85% |
$152K - $166K
|
4.41K
$421K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.73K+ 7.78% |
$143K - $156K
|
23.9K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.67K+ 18.54% |
$138K - $151K
|
10.7K
$1.02M
|