Latest Institutional Purchases of Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

This list provides information on the latest institutional transactions involving Ishares Core S&P U.S. Value Et (IUSV) stock that were buys. 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 purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 08, 2024 Q2 2024
Choate Investment Advisors

Boston, MA
BUY
 -
185
+ 4.11%
$15.8K - $16.7K
4.69K $428K
Jul 26, 2024 Q2 2024
West Branch Capital LLC

BUY
 -
185
New
$15.8K - $16.7K
185 $16.9K
Jul 05, 2024 Q2 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
148
New
$12.6K - $13.4K
148 $13.5K
Jul 09, 2024 Q2 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
146
New
$12.5K - $13.2K
146 $13.3K
Jul 19, 2024 Q2 2024
First Pacific Financial

BUY
 -
122
New
$10.4K - $11K
122 $11.2K
Aug 13, 2024 Q2 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
119
New
$10.2K - $10.8K
119 $10.9K
Aug 12, 2024 Q2 2024
All Square Wealth Management LLC

Albany, NY
BUY
 -
94
New
$8.03K - $8.5K
94 $8.59K
Aug 13, 2024 Q2 2024
Hm Payson & CO

Portland, ME
BUY
 -
93
New
$7.94K - $8.41K
93 $8.5K
Aug 13, 2024 Q2 2024
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
92
New
$7.86K - $8.32K
92 $8.41K
Jul 09, 2024 Q2 2024
Trust CO Of Vermont

BUY
 -
75
+ 12.21%
$6.4K - $6.78K
689 $63K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
41
+ 6.86%
$3.5K - $3.71K
639 $58.4K
Aug 14, 2024 Q2 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
40
+ 100.0%
$3.42K - $3.62K
80 $7.31K
Jul 19, 2024 Q2 2024
Harbor Investment Advisory, LLC

BUY
 -
39
+ 16.18%
$3.33K - $3.53K
280 $25.6K
Aug 14, 2024 Q2 2024
Cutler Capital Management, LLC

Worcester, MA
BUY
 -
17
+ 0.37%
$1.45K - $1.54K
4.57K $418K
Jul 15, 2024 Q2 2024
Greenhouse Wealth Management, LLC

BUY
 -
13
+ 0.49%
$1.11K - $1.18K
2.69K $246K
Jul 30, 2024 Q2 2024
Private Ocean, LLC

BUY
 -
6
+ 0.1%
$512 - $543
6.15K $562K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
1
+ 0.03%
$85.4 - $90.4
3.03K $277K
Jul 22, 2024 Q2 2024
Iron Horse Wealth Management, LLC

BUY
 -
1
+ 14.29%
$85.4 - $90.4
8 $731
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
61.8K
+ 142.18%
$5.12M - $5.59M
105K $9.62M
Apr 12, 2024 Q1 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
30.5K
New
$2.53M - $2.76M
30.5K $2.79M
Apr 16, 2024 Q1 2024
Bridge Advisory, LLC

BUY
 -
26.1K
+ 83.51%
$2.16M - $2.36M
57.3K $5.24M
May 08, 2024 Q1 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
13.1K
+ 365.08%
$1.09M - $1.19M
16.7K $1.53M
May 15, 2024 Q1 2024
William Howard & CO Financial Advisors Inc

Memphis, TN
BUY
 -
8.52K
New
$706K - $771K
8.52K $779K
Apr 12, 2024 Q1 2024
Curated Wealth Partners LLC

BUY
 PUT
5.75K
New
$477K - $520K
5.75K $526K
Jun 28, 2024 Q1 2024
Bright Futures Wealth Management, Llc.

Webster, Ny 14580, NY
BUY
 -
5.31K
New
$440K - $481K
5.31K $486K
May 07, 2024 Q1 2024
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
3.85K
+ 27.07%
$319K - $348K
18.1K $1.65M
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
3.74K
New
$310K - $338K
3.74K $342K
May 14, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
3.7K
New
$307K - $335K
3.7K $339K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.42K
+ 1.43%
$283K - $309K
242K $22.1M
May 15, 2024 Q1 2024
Wolverine Trading, LLC

Chicago, IL
BUY
 CALL
3K
New
$249K - $271K
3K $274K
May 14, 2024 Q1 2024
Boston Mountain Money Management Inc

Bentonville, AR
BUY
 -
2.9K
New
$240K - $262K
2.9K $265K
May 07, 2024 Q1 2024
New South Capital Management Inc

Memphis, TN
BUY
 -
2.67K
New
$221K - $241K
2.67K $244K
May 09, 2024 Q1 2024
Summit Wealth & Retirement Planning, Inc.

BUY
 -
2.35K
New
$194K - $212K
2.35K $214K
Apr 18, 2024 Q1 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
2.35K
New
$194K - $212K
2.35K $214K
May 14, 2024 Q1 2024
Zions Bancorporation, N.A.

BUY
 -
2.3K
+ 161.18%
$191K - $208K
3.73K $341K
May 03, 2024 Q1 2024
Idaho Trust Bank

Boise, ID
BUY
 -
2.25K
New
$186K - $203K
2.25K $206K
Apr 18, 2024 Q1 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
1.63K
New
$135K - $147K
1.63K $149K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
1.43K
+ 9.19%
$119K - $130K
17K $1.56M
May 01, 2024 Q1 2024
Palisade Asset Management, LLC

BUY
 -
1.22K
New
$101K - $111K
1.22K $112K
Apr 26, 2024 Q1 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
853
+ 13.05%
$70.7K - $77.1K
7.39K $676K
May 02, 2024 Q1 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
315
New
$26.1K - $28.5K
315 $28.8K
May 06, 2024 Q1 2024
Hilltop National Bank

Casper, WY
BUY
 -
290
New
$24K - $26.2K
290 $26.5K
May 06, 2024 Q1 2024
Nvwm, LLC

BUY
 -
230
New
$19.1K - $20.8K
230 $21K
May 13, 2024 Q1 2024
Tidemark, LLC

San Diego, CA
BUY
 -
220
+ 318.84%
$18.2K - $19.9K
289 $26.4K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
206
New
$17.1K - $18.6K
206 $18.8K
Apr 23, 2024 Q1 2024
Washington Trust CO

BUY
 -
73
New
$6.05K - $6.6K
73 $6.67K
Feb 05, 2025 Q1 2024
Mma Asset Management LLC

New York, NY
BUY
 -
35
New
$2.9K - $3.17K
35 $3.2K
May 14, 2024 Q1 2024
Family Asset Management, LLC

Charleston, SC
BUY
 -
26
New
$2.15K - $2.35K
26 $2.38K
Apr 12, 2024 Q1 2024
Central Valley Advisors, LLC

Sacramento, CA
BUY
 -
18
+ 0.36%
$1.49K - $1.63K
4.98K $455K

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