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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
61.8K+ 142.18% |
$5.12M - $5.59M
|
105K
$10M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
30.5KNew |
$2.53M - $2.76M
|
30.5K
$2.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
26.1K+ 83.51% |
$2.16M - $2.36M
|
57.3K
$5.46M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.1K+ 365.08% |
$1.09M - $1.19M
|
16.7K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
8.52KNew |
$706K - $771K
|
8.52K
$812K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
5.75KNew |
$477K - $520K
|
5.75K
$548K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.31KNew |
$440K - $481K
|
5.31K
$507K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.85K+ 27.07% |
$319K - $348K
|
18.1K
$1.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.74KNew |
$310K - $338K
|
3.74K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.7KNew |
$307K - $335K
|
3.7K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.42K+ 1.43% |
$283K - $309K
|
242K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3KNew |
$249K - $271K
|
3K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.9KNew |
$240K - $262K
|
2.9K
$276K
|
|
|
May 07, 2024
Q1 2024
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
2.67KNew |
$221K - $241K
|
2.67K
$255K
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.35KNew |
$194K - $212K
|
2.35K
$224K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.35KNew |
$194K - $212K
|
2.35K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.3K+ 161.18% |
$191K - $208K
|
3.73K
$355K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.25KNew |
$186K - $203K
|
2.25K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.86KNew |
$154K - $168K
|
1.86K
$177K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.63KNew |
$135K - $147K
|
1.63K
$155K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.43K+ 9.19% |
$119K - $130K
|
17K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.36KNew |
$113K - $123K
|
1.36K
$130K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.22KNew |
$101K - $111K
|
1.22K
$117K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
853+ 13.05% |
$70.7K - $77.1K
|
7.39K
$705K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
315New |
$26.1K - $28.5K
|
315
$30K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
290New |
$24K - $26.2K
|
290
$27.7K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
230New |
$19.1K - $20.8K
|
230
$21.9K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
220+ 318.84% |
$18.2K - $19.9K
|
289
$27.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
206New |
$17.1K - $18.6K
|
206
$19.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
73New |
$6.05K - $6.6K
|
73
$6.96K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
26New |
$2.15K - $2.35K
|
26
$2.48K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
18+ 0.36% |
$1.49K - $1.63K
|
4.98K
$475K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
17New |
$1.41K - $1.54K
|
17
$1.62K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 10.0% |
$82.9 - $90.4
|
11
$1.05K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
221KNew |
$15.8M - $18.7M
|
221K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
20.5KNew |
$1.46M - $1.73M
|
20.5K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$915K - $1.08M
|
12.8K
$1.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10KNew |
$716K - $847K
|
10K
$955K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.33KNew |
$452K - $535K
|
6.33K
$603K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
4.85KNew |
$347K - $410K
|
4.85K
$462K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4.6KNew |
$329K - $389K
|
4.6K
$438K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
4.36KNew |
$312K - $369K
|
4.36K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.9KNew |
$279K - $330K
|
3.9K
$372K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.9KNew |
$207K - $245K
|
2.9K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.51KNew |
$180K - $213K
|
2.51K
$240K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.39KNew |
$171K - $203K
|
2.39K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.75KNew |
$125K - $148K
|
1.75K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.28K+ 46.5% |
$91.6K - $108K
|
4.04K
$385K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.1KNew |
$78.4K - $92.8K
|
1.1K
$105K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
942New |
$67.3K - $79.7K
|
942
$89.8K
|
|