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 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-303- 1.2% |
$25.1K - $27.4K
|
24.9K
$2.35M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-307- 1.52% |
$25.4K - $27.8K
|
19.8K
$1.87M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-308- 5.79% |
$25.5K - $27.9K
|
5.01K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-314- 0.16% |
$26K - $28.4K
|
198K
$18.7M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-320- 2.86% |
$26.5K - $28.9K
|
10.9K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-324- 4.15% |
$26.8K - $29.3K
|
7.48K
$706K
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-330- 7.68% |
$27.3K - $29.8K
|
3.97K
$374K
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-340- 4.05% |
$28.2K - $30.7K
|
8.06K
$761K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-347- 7.11% |
$28.8K - $31.4K
|
4.54K
$428K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-354- 9.9% |
$29.3K - $32K
|
3.22K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-378- 11.53% |
$31.3K - $34.2K
|
2.9K
$274K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-384- 0.76% |
$31.8K - $34.7K
|
50.3K
$4.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-400- 4.51% |
$33.1K - $36.2K
|
8.48K
$800K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-424- 34.87% |
$35.1K - $38.3K
|
792
$74.7K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-445- 57.27% |
$36.9K - $40.2K
|
332
$31.3K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-453- 8.05% |
$37.5K - $41K
|
5.18K
$488K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-460- 6.76% |
$38.1K - $41.6K
|
6.35K
$599K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-470- 0.76% |
$38.9K - $42.5K
|
61K
$5.75M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-486- 1.83% |
$40.3K - $44K
|
26.1K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-509- 0.93% |
$42.2K - $46K
|
54.1K
$5.11M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-532- 1.28% |
$44.1K - $48.1K
|
41K
$3.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-538- 2.48% |
$44.6K - $48.7K
|
21.2K
$2M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-552- 0.9% |
$45.7K - $49.9K
|
60.5K
$5.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-554- 0.4% |
$45.9K - $50.1K
|
138K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-560- 0.06% |
$46.4K - $50.6K
|
978K
$92.2M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-584- 1.56% |
$48.4K - $52.8K
|
36.9K
$3.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-604- 5.63% |
$50.1K - $54.6K
|
10.1K
$955K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-636- 18.74% |
$52.7K - $57.5K
|
2.76K
$260K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-647- 6.31% |
$53.6K - $58.5K
|
9.61K
$906K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-670- 10.33% |
$55.5K - $60.6K
|
5.82K
$549K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-683- 2.67% |
$56.6K - $61.8K
|
24.9K
$2.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-687- 11.8% |
$56.9K - $62.1K
|
5.14K
$484K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-688- 0.74% |
$57K - $62.2K
|
91.9K
$8.67M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-713- 5.97% |
$59.1K - $64.5K
|
11.2K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-802- 34.73% |
$66.5K - $72.5K
|
1.51K
$142K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-804- 2.23% |
$66.6K - $72.7K
|
35.3K
$3.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-806- 12.2% |
$66.8K - $72.9K
|
5.8K
$547K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-840- 4.06% |
$69.6K - $76K
|
19.8K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-896- 17.58% |
$74.3K - $81K
|
4.2K
$396K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-899- 2.4% |
$74.5K - $81.3K
|
36.6K
$3.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-910- 2.08% |
$75.4K - $82.3K
|
42.8K
$4.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-918- 5.92% |
$76.1K - $83K
|
14.6K
$1.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
SELL
|
- |
-943- 3.63% |
$78.1K - $85.3K
|
25.1K
$2.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-957- 75.83% |
$79.3K - $86.6K
|
305
$28.8K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-971- 1.41% |
$80.5K - $87.8K
|
68K
$6.42M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-972- 0.74% |
$80.5K - $87.9K
|
130K
$12.3M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-994- 11.88% |
$82.4K - $89.9K
|
7.37K
$695K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.13K- 91.79% |
$93.6K - $102K
|
101
$9.53K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-1.13K- 1.12% |
$94K - $103K
|
99.9K
$9.43M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.15K- 2.98% |
$95.1K - $104K
|
37.4K
$3.53M
|