Latest Institutional Purchases of Ishares Core S&P U.S. Value Et (IUSV)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.96KNew |
$187K - $219K
|
2.96K
$282K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.39KNew |
$151K - $177K
|
2.39K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.69KNew |
$107K - $125K
|
1.69K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
1.37K+ 6.67% |
$86.9K - $102K
|
22K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.26K+ 2856.82% |
$79.5K - $92.9K
|
1.3K
$124K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
940New |
$59.4K - $69.5K
|
940
$89.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
900New |
$56.9K - $66.5K
|
900
$85.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
718New |
$45.4K - $53.1K
|
718
$68.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
552New |
$34.9K - $40.8K
|
552
$52.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
400+ 8.02% |
$25.3K - $29.6K
|
5.39K
$514K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
360New |
$22.8K - $26.6K
|
360
$34.3K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
255New |
$16.1K - $18.9K
|
255
$24.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
252New |
$15.9K - $18.6K
|
252
$24K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
101New |
$6.39K - $7.47K
|
101
$9.63K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
90New |
$5.69K - $6.65K
|
90
$8.58K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
83New |
$5.25K - $6.14K
|
83
$7.91K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
67New |
$4.24K - $4.95K
|
67
$6.39K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
43New |
$2.72K - $3.18K
|
43
$4.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
38New |
$2.4K - $2.81K
|
38
$3.62K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
30+ 20.0% |
$1.9K - $2.22K
|
180
$17.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
29+ 5.47% |
$1.83K - $2.14K
|
559
$53.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
28New |
$1.77K - $2.07K
|
28
$2.67K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.06% |
$126 - $148
|
3.48K
$332K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
31.7KNew |
$1.99M - $2.34M
|
31.7K
$3.02M
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
20.7KNew |
$1.3M - $1.52M
|
20.7K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
15.3KNew |
$960K - $1.13M
|
15.3K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
5.39KNew |
$337K - $397K
|
5.39K
$513K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.03K+ 11.6% |
$315K - $370K
|
48.4K
$4.61M
|
|
|
Oct 31, 2022
Q3 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
4.61KNew |
$288K - $339K
|
4.61K
$439K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.99KNew |
$250K - $294K
|
3.99K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.52K+ 6.71% |
$221K - $259K
|
56K
$5.34M
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.51KNew |
$220K - $258K
|
3.51K
$335K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.27K+ 13.18% |
$142K - $167K
|
19.5K
$1.86M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2KNew |
$125K - $147K
|
2K
$191K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.19K+ 396.67% |
$74.5K - $87.6K
|
1.49K
$142K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
922New |
$57.7K - $67.9K
|
922
$87.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
740+ 1275.86% |
$46.3K - $54.5K
|
798
$76.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
573+ 95.82% |
$35.9K - $42.2K
|
1.17K
$112K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
414New |
$25.9K - $30.5K
|
414
$39.5K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
97New |
$6.07K - $7.14K
|
97
$9.25K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
54New |
$3.38K - $3.98K
|
54
$5.15K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
28+ 0.38% |
$1.75K - $2.06K
|
7.44K
$709K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
25+ 0.39% |
$1.57K - $1.84K
|
6.38K
$608K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10New |
$626 - $736
|
10
$954
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.6% |
$188 - $221
|
504
$48.1K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
43.4KNew |
$2.81M - $3.35M
|
43.4K
$4.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.73KNew |
$372K - $442K
|
5.73K
$547K
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
5.29KNew |
$343K - $408K
|
5.29K
$504K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
4.72KNew |
$306K - $364K
|
4.72K
$450K
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
3.99KNew |
$259K - $308K
|
3.99K
$381K
|
|