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
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15+ 1.1% |
$1.31K - $1.43K
|
1.38K
$130K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
15+ 0.61% |
$1.31K - $1.43K
|
2.49K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.58% |
$1.23K - $1.34K
|
2.44K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 54.17% |
$1.14K - $1.24K
|
37
$3.49K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11+ 0.64% |
$963 - $1.05K
|
1.73K
$163K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11+ 0.3% |
$963 - $1.05K
|
3.69K
$348K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 0.62% |
$788 - $859
|
1.45K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
7+ 0.16% |
$613 - $668
|
4.47K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7New |
$613 - $668
|
7
$660
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5+ 0.1% |
$438 - $477
|
5.15K
$486K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4+ 0.04% |
$350 - $382
|
8.96K
$845K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.12% |
$263 - $286
|
2.53K
$239K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2+ 0.04% |
$175 - $191
|
5.52K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2+ 0.09% |
$175 - $191
|
2.29K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.5% |
$175 - $191
|
404
$38.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$87.6 - $95.5
|
2.31K
$218K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$87.6 - $95.5
|
4.39K
$414K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.52% |
$87.6 - $95.5
|
67
$6.32K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$87.6 - $95.5
|
2.82K
$266K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
285KNew |
$24.3M - $25.7M
|
285K
$26.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
241KNew |
$20.6M - $21.8M
|
241K
$22.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
114K+ 9.09% |
$9.69M - $10.3M
|
1.36M
$129M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.4KNew |
$3.97M - $4.2M
|
46.4K
$4.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.2KNew |
$1.21M - $1.29M
|
14.2K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.5KNew |
$726K - $768K
|
8.5K
$802K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.01K+ 228.66% |
$598K - $633K
|
10.1K
$950K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.41KNew |
$548K - $580K
|
6.41K
$605K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.01KNew |
$428K - $453K
|
5.01K
$473K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.62K+ 0.47% |
$309K - $327K
|
773K
$73M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.85KNew |
$244K - $258K
|
2.85K
$269K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.83KNew |
$242K - $256K
|
2.83K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.42K+ 2.45% |
$207K - $219K
|
101K
$9.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.71K+ 39.66% |
$146K - $154K
|
6.02K
$568K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.27KNew |
$108K - $115K
|
1.27K
$120K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.15KNew |
$98.2K - $104K
|
1.15K
$109K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.03KNew |
$87.5K - $92.7K
|
1.03K
$96.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
611New |
$52.2K - $55.2K
|
611
$57.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
585New |
$50K - $52.9K
|
585
$55.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
544New |
$46.5K - $49.2K
|
544
$51.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
496+ 1550.0% |
$42.4K - $44.8K
|
528
$49.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
348+ 6.69% |
$29.7K - $31.5K
|
5.55K
$524K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
335New |
$28.6K - $30.3K
|
335
$31.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
250New |
$21.3K - $22.6K
|
250
$23.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
185+ 4.11% |
$15.8K - $16.7K
|
4.69K
$442K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
185New |
$15.8K - $16.7K
|
185
$17.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
148New |
$12.6K - $13.4K
|
148
$14K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
146New |
$12.5K - $13.2K
|
146
$13.8K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
122New |
$10.4K - $11K
|
122
$11.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
119New |
$10.2K - $10.8K
|
119
$11.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
112+ 1.83% |
$9.56K - $10.1K
|
6.23K
$588K
|
|