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 14, 2024 Q2 2024
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
55
New
$4.7K - $4.97K
55 $5.57K
Jul 19, 2024 Q2 2024
Harbor Investment Advisory, LLC

BUY
 -
39
+ 16.18%
$3.33K - $3.53K
280 $28.4K
Jul 30, 2024 Q2 2024
Private Ocean, LLC

BUY
 -
6
+ 0.1%
$512 - $543
6.15K $623K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
1
+ 0.03%
$85.4 - $90.4
3.03K $307K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
61.8K
+ 142.18%
$5.12M - $5.59M
105K $10.7M
Apr 16, 2024 Q1 2024
Bridge Advisory, LLC

BUY
 -
26.1K
+ 83.51%
$2.16M - $2.36M
57.3K $5.8M
May 08, 2024 Q1 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
13.1K
+ 365.08%
$1.09M - $1.19M
16.7K $1.7M
Apr 12, 2024 Q1 2024
Curated Wealth Partners LLC

BUY
 PUT
5.75K
New
$477K - $520K
5.75K $583K
May 07, 2024 Q1 2024
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
3.85K
+ 27.07%
$319K - $348K
18.1K $1.83M
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
3.74K
New
$310K - $338K
3.74K $379K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.42K
+ 1.43%
$283K - $309K
242K $24.5M
May 15, 2024 Q1 2024
Wolverine Trading, LLC

Chicago, IL
BUY
 CALL
3K
New
$249K - $271K
3K $304K
May 14, 2024 Q1 2024
Boston Mountain Money Management Inc

Bentonville, AR
BUY
 -
2.9K
New
$240K - $262K
2.9K $294K
May 07, 2024 Q1 2024
New South Capital Management Inc

Memphis, TN
BUY
 -
2.67K
New
$221K - $241K
2.67K $271K
May 09, 2024 Q1 2024
Summit Wealth & Retirement Planning, Inc.

BUY
 -
2.35K
New
$194K - $212K
2.35K $238K
Apr 18, 2024 Q1 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
2.35K
New
$194K - $212K
2.35K $238K
May 14, 2024 Q1 2024
Zions Bancorporation, N.A.

BUY
 -
2.3K
+ 161.18%
$191K - $208K
3.73K $378K
May 03, 2024 Q1 2024
Idaho Trust Bank

Boise, ID
BUY
 -
2.25K
New
$186K - $203K
2.25K $228K
Apr 18, 2024 Q1 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
1.63K
New
$135K - $147K
1.63K $165K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
1.43K
+ 9.19%
$119K - $130K
17K $1.73M
Apr 26, 2024 Q1 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
853
+ 13.05%
$70.7K - $77.1K
7.39K $749K
May 02, 2024 Q1 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
315
New
$26.1K - $28.5K
315 $31.9K
May 06, 2024 Q1 2024
Hilltop National Bank

Casper, WY
BUY
 -
290
New
$24K - $26.2K
290 $29.4K
May 06, 2024 Q1 2024
Nvwm, LLC

BUY
 -
230
New
$19.1K - $20.8K
230 $23.3K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
206
New
$17.1K - $18.6K
206 $20.9K
Apr 23, 2024 Q1 2024
Washington Trust CO

BUY
 -
73
New
$6.05K - $6.6K
73 $7.4K
May 14, 2024 Q1 2024
Family Asset Management, LLC

Charleston, SC
BUY
 -
26
New
$2.15K - $2.35K
26 $2.63K
Apr 12, 2024 Q1 2024
Central Valley Advisors, LLC

Sacramento, CA
BUY
 -
18
+ 0.36%
$1.49K - $1.63K
4.98K $504K
Apr 22, 2024 Q1 2024
Oakworth Capital, Inc.

BUY
 -
17
New
$1.41K - $1.54K
17 $1.72K
May 15, 2024 Q1 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
1
+ 10.0%
$82.9 - $90.4
11 $1.11K
Q4 2023
Feb 13, 2024 Q4 2023
Benchmark Investment Advisors LLC

Chicago, IL
BUY
 -
221K
New
$15.8M - $18.7M
221K $22.4M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
12.8K
New
$915K - $1.08M
12.8K $1.3M
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
10K
New
$716K - $847K
10K $1.01M
Feb 09, 2024 Q4 2023
Clearbridge Investments, LLC

New York, NY
BUY
 -
4.85K
New
$347K - $410K
4.85K $491K
Jan 30, 2024 Q4 2023
Safeguard Financial, LLC

BUY
 -
4.6K
New
$329K - $389K
4.6K $466K
Jan 31, 2024 Q4 2023
Zhang Financial LLC

BUY
 -
4.36K
New
$312K - $369K
4.36K $442K
Feb 13, 2024 Q4 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
3.9K
New
$279K - $330K
3.9K $395K
Feb 08, 2024 Q4 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
2.9K
New
$207K - $245K
2.9K $294K
Feb 13, 2024 Q4 2023
Baker Avenue Asset Management, LP

BUY
 -
2.51K
New
$180K - $213K
2.51K $255K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
1.1K
New
$78.4K - $92.8K
1.1K $111K
Feb 07, 2024 Q4 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
942
New
$67.3K - $79.7K
942 $95.4K
Jan 17, 2024 Q4 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
453
+ 1.08%
$32.4K - $38.3K
42.3K $4.28M
Feb 09, 2024 Q4 2023
Ogorek Anthony Joseph

BUY
 -
267
New
$19.1K - $22.6K
267 $27.1K
Feb 12, 2024 Q4 2023
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
261
New
$18.7K - $22.1K
261 $26.4K
Jan 31, 2024 Q4 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
194
+ 6.66%
$13.9K - $16.4K
3.11K $315K
Feb 12, 2024 Q4 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
165
New
$11.8K - $14K
165 $16.7K
Jan 26, 2024 Q4 2023
Keener Financial Planning LLC

Keller, TX
BUY
 -
109
New
$7.79K - $9.22K
109 $11K
Feb 12, 2024 Q4 2023
Headinvest, LLC

Portland, ME
BUY
 -
68
+ 2.61%
$4.86K - $5.75K
2.67K $271K
Jan 18, 2024 Q4 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
57
New
$4.07K - $4.82K
57 $5.78K

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