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
Nov 13, 2024 Q3 2024
Ellevest, Inc.

BUY
 -
3.18K
New
$278K - $303K
3.18K $322K
Oct 16, 2024 Q3 2024
Good Life Advisors, LLC

BUY
 -
2.76K
New
$242K - $264K
2.76K $280K
Oct 15, 2024 Q3 2024
Accel Wealth Management

BUY
 -
2.25K
New
$197K - $215K
2.25K $228K
Nov 07, 2024 Q3 2024
Mb Generational Wealth, LLC

Spokane, WA
BUY
 -
2.18K
New
$191K - $208K
2.18K $221K
Nov 12, 2024 Q3 2024
Cannon Wealth Management Services, LLC

Winston Salem, NC
BUY
 -
2.12K
New
$185K - $202K
2.12K $215K
Nov 13, 2024 Q3 2024
Private Capital Management LLC

BUY
 -
888
New
$77.8K - $84.8K
888 $90K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
801
New
$70.1K - $76.5K
801 $81.2K
Nov 13, 2024 Q3 2024
Diversified, LLC

BUY
 -
798
+ 30.55%
$69.9K - $76.2K
3.41K $346K
Nov 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
650
New
$56.9K - $62.1K
650 $65.9K
Oct 08, 2024 Q3 2024
Perkins Coie Trust CO

BUY
 -
512
New
$44.8K - $48.9K
512 $51.9K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
340
New
$29.8K - $32.5K
340 $34.4K
Oct 11, 2024 Q3 2024
Fin Trust Capital Advisors, LLC

BUY
 -
220
New
$19.3K - $21K
220 $22.3K
Feb 03, 2025 Q3 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
172
+ 781.82%
$15.1K - $16.4K
194 $19.7K
Oct 18, 2024 Q3 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
150
New
$13.1K - $14.3K
150 $15.2K
Nov 07, 2024 Q3 2024
Beacon Capital Management, LLC

BUY
 -
131
New
$11.5K - $12.5K
131 $13.3K
Nov 12, 2024 Q3 2024
Financial Planning & Information Services, Inc.

BUY
 -
127
+ 0.29%
$11.1K - $12.1K
44.2K $4.48M
Nov 15, 2024 Q3 2024
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
87
New
$7.62K - $8.31K
87 $8.81K
Nov 14, 2024 Q3 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
87
New
$7.62K - $8.31K
87 $8.81K
Oct 25, 2024 Q3 2024
Veriti Management LLC

BUY
 -
71
+ 2.36%
$6.22K - $6.78K
3.08K $312K
Oct 22, 2024 Q3 2024
Bogart Wealth, LLC

BUY
 -
66
+ 14.57%
$5.78K - $6.3K
519 $52.6K
Nov 14, 2024 Q3 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
54
New
$4.73K - $5.16K
54 $5.47K
Oct 18, 2024 Q3 2024
Compass Ion Advisors, LLC

BUY
 -
33
+ 1.13%
$2.89K - $3.15K
2.96K $300K
Oct 18, 2024 Q3 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
15
+ 1.1%
$1.31K - $1.43K
1.38K $140K
Oct 24, 2024 Q3 2024
Valley National Advisers Inc

BUY
 -
13
+ 54.17%
$1.14K - $1.24K
37 $3.75K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
11
+ 0.3%
$963 - $1.05K
3.69K $374K
Oct 22, 2024 Q3 2024
Macroview Investment Management LLC

BUY
 -
9
+ 0.62%
$788 - $859
1.45K $147K
Nov 13, 2024 Q3 2024
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
7
New
$613 - $668
7 $709
Oct 04, 2024 Q3 2024
Lwmg, LLC

Lake Elmo, MN
BUY
 -
5
+ 0.1%
$438 - $477
5.15K $521K
May 07, 2025 Q3 2024
Mb, Levis & Associates, LLC

Center Valley, PA
BUY
 -
1
+ 4.35%
$87.6 - $95.5
24 $2.43K
Oct 17, 2024 Q3 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1
+ 1.52%
$87.6 - $95.5
67 $6.79K
Q2 2024
Aug 09, 2024 Q2 2024
Brass Tax Wealth Management, Inc

Cincinnati, OH
BUY
 -
241K
New
$20.6M - $21.8M
241K $24.5M
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
114K
+ 9.09%
$9.69M - $10.3M
1.36M $138M
Aug 12, 2024 Q2 2024
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
14.2K
New
$1.21M - $1.29M
14.2K $1.44M
Jul 12, 2024 Q2 2024
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
6.41K
New
$548K - $580K
6.41K $650K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
3.62K
+ 0.47%
$309K - $327K
773K $78.4M
Aug 01, 2024 Q2 2024
Heritage Family Offices, LLP

Scottsdale, AZ
BUY
 -
2.83K
New
$242K - $256K
2.83K $287K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.27K
New
$108K - $115K
1.27K $129K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
1.03K
New
$87.5K - $92.7K
1.03K $104K
Aug 14, 2024 Q2 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
585
New
$50K - $52.9K
585 $59.3K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
544
New
$46.5K - $49.2K
544 $55.1K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
496
+ 1550.0%
$42.4K - $44.8K
528 $53.5K
Aug 22, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
335
New
$28.6K - $30.3K
335 $33.9K
Aug 08, 2024 Q2 2024
Cnb Bank

Clearfield, PA
BUY
 -
250
New
$21.3K - $22.6K
250 $25.3K
Jul 26, 2024 Q2 2024
West Branch Capital LLC

BUY
 -
185
New
$15.8K - $16.7K
185 $18.7K
Jul 19, 2024 Q2 2024
First Pacific Financial

BUY
 -
122
New
$10.4K - $11K
122 $12.4K
Aug 13, 2024 Q2 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
119
New
$10.2K - $10.8K
119 $12.1K
Aug 12, 2024 Q2 2024
All Square Wealth Management LLC

Albany, NY
BUY
 -
94
New
$8.03K - $8.5K
94 $9.52K
Aug 13, 2024 Q2 2024
Hm Payson & CO

Portland, ME
BUY
 -
93
New
$7.94K - $8.41K
93 $9.42K
Aug 13, 2024 Q2 2024
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
92
New
$7.86K - $8.32K
92 $9.32K

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