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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
613New |
$53.7K - $58.5K
|
613
$57.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
544+ 5.5% |
$47.6K - $51.9K
|
10.4K
$984K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
527+ 0.61% |
$46.1K - $50.3K
|
86.8K
$8.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
512New |
$44.8K - $48.9K
|
512
$48.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
505New |
$44.2K - $48.2K
|
505
$47.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
489+ 4.97% |
$42.8K - $46.7K
|
10.3K
$975K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
421+ 2.02% |
$36.9K - $40.2K
|
21.2K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
401+ 1.46% |
$35.1K - $38.3K
|
27.8K
$2.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
370+ 15.64% |
$32.4K - $35.3K
|
2.74K
$258K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
340New |
$29.8K - $32.5K
|
340
$32.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
303+ 891.18% |
$26.5K - $28.9K
|
337
$31.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
301+ 0.48% |
$26.4K - $28.7K
|
62.5K
$5.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
301+ 2.36% |
$26.4K - $28.7K
|
13K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
278+ 11.73% |
$24.3K - $26.5K
|
2.65K
$250K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
272+ 17.48% |
$23.8K - $26K
|
1.83K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
263+ 1.83% |
$23K - $25.1K
|
14.7K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
240New |
$21K - $22.9K
|
240
$22.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
236+ 21.71% |
$20.7K - $22.5K
|
1.32K
$125K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
220New |
$19.3K - $21K
|
220
$20.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
213+ 3.06% |
$18.7K - $20.3K
|
7.18K
$677K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
186+ 37.73% |
$16.3K - $17.8K
|
679
$64.1K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
172+ 781.82% |
$15.1K - $16.4K
|
194
$18.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
150New |
$13.1K - $14.3K
|
150
$14.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
143+ 0.17% |
$12.5K - $13.7K
|
83K
$7.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
131New |
$11.5K - $12.5K
|
131
$12.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
127+ 0.29% |
$11.1K - $12.1K
|
44.2K
$4.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
127+ 2.64% |
$11.1K - $12.1K
|
4.95K
$467K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
125+ 14.08% |
$10.9K - $11.9K
|
1.01K
$95.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
123+ 0.61% |
$10.8K - $11.7K
|
20.2K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
96+ 0.76% |
$8.41K - $9.17K
|
12.7K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
89+ 2.86% |
$7.79K - $8.5K
|
3.2K
$302K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
87New |
$7.62K - $8.31K
|
87
$8.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
87New |
$7.62K - $8.31K
|
87
$8.21K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
71+ 2.36% |
$6.22K - $6.78K
|
3.08K
$291K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
66+ 14.57% |
$5.78K - $6.3K
|
519
$49K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
54New |
$4.73K - $5.16K
|
54
$5.09K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
47+ 1.03% |
$4.12K - $4.49K
|
4.61K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
44+ 0.52% |
$3.85K - $4.2K
|
8.45K
$797K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
40+ 0.61% |
$3.5K - $3.82K
|
6.57K
$620K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
35+ 1.23% |
$3.06K - $3.34K
|
2.88K
$272K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
33+ 1.13% |
$2.89K - $3.15K
|
2.96K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
30+ 0.83% |
$2.63K - $2.86K
|
3.63K
$342K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
28New |
$2.45K - $2.67K
|
28
$2.64K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
26+ 0.28% |
$2.28K - $2.48K
|
9.28K
$876K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26+ 0.5% |
$2.28K - $2.48K
|
5.18K
$489K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
25+ 0.03% |
$2.19K - $2.39K
|
89.9K
$8.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 6.54% |
$2.19K - $2.39K
|
407
$38.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
24New |
$2.1K - $2.29K
|
24
$2.26K
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
23+ 0.63% |
$2.01K - $2.2K
|
3.68K
$348K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
15+ 0.56% |
$1.31K - $1.43K
|
2.7K
$255K
|