Purchases and Sales Made in Q1 2023 in Ishares Core S&P U.S. Value Et (IUSV)
This table provides information about the institutional ownership of Ishares Core S&P U.S. Value Et (IUSV) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P U.S. VALUE ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
718K+ 397.52% |
$50.4M - $55.9M
|
899K
$88.9M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
577K+ 83.42% |
$40.5M - $44.9M
|
1.27M
$125M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
412KNew |
$28.9M - $32.1M
|
412K
$40.8M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
376K+ 151.11% |
$26.4M - $29.2M
|
624K
$61.7M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
187KNew |
$13.2M - $14.6M
|
187K
$18.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
152KNew |
$10.7M - $11.8M
|
152K
$15M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
149KNew |
$10.5M - $11.6M
|
149K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
146K+ 35.3% |
$10.3M - $11.4M
|
561K
$55.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
133K+ 3.64% |
$9.31M - $10.3M
|
3.78M
$374M
|
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
130KNew |
$9.16M - $10.2M
|
130K
$12.9M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
122KNew |
$8.57M - $9.5M
|
122K
$12.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
97.3K+ 26.23% |
$6.83M - $7.58M
|
468K
$46.3M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
84.7KNew |
$5.95M - $6.59M
|
84.7K
$8.37M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
82.6K+ 159.27% |
$5.8M - $6.43M
|
134K
$13.3M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
82.4K+ 4.9% |
$5.78M - $6.41M
|
1.76M
$174M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
62.1K+ 94.2% |
$4.36M - $4.84M
|
128K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.1K+ 4.8% |
$4.29M - $4.76M
|
1.33M
$132M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
58.7K+ 20.89% |
$4.12M - $4.57M
|
340K
$33.6M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
55.7KNew |
$3.91M - $4.34M
|
55.7K
$5.51M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.4K+ 0.72% |
$3.89M - $4.31M
|
7.72M
$763M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
53.9KNew |
$3.78M - $4.2M
|
53.9K
$5.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
52.4KNew |
$3.68M - $4.08M
|
52.4K
$5.18M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
49.4K+ 390.71% |
$3.47M - $3.85M
|
62K
$6.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
48.5K+ 4.47% |
$3.4M - $3.77M
|
1.13M
$112M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
48.2K+ 25.01% |
$3.38M - $3.75M
|
241K
$23.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.5K+ 5.6% |
$2.98M - $3.31M
|
800K
$79.1M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
41.1K+ 49.84% |
$2.89M - $3.2M
|
124K
$12.2M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
36.1KNew |
$2.53M - $2.81M
|
36.1K
$3.57M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
35.7K+ 201.25% |
$2.5M - $2.78M
|
53.4K
$5.28M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
30.5K+ 8.51% |
$2.14M - $2.38M
|
389K
$38.5M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
30.4K+ 14.43% |
$2.13M - $2.36M
|
241K
$23.8M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.4K+ 3.38% |
$1.79M - $1.98M
|
778K
$76.9M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
23.9K+ 73.13% |
$1.68M - $1.86M
|
56.6K
$5.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
23.3K+ 59.24% |
$1.64M - $1.82M
|
62.8K
$6.2M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.3K+ 278.38% |
$1.64M - $1.81M
|
31.7K
$3.13M
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
23.1KNew |
$1.62M - $1.8M
|
23.1K
$2.28M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
22.9K+ 1.56% |
$1.61M - $1.78M
|
1.49M
$147M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
21.4K+ 16.01% |
$1.5M - $1.66M
|
155K
$15.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
21.3K+ 124.17% |
$1.5M - $1.66M
|
38.5K
$3.81M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20.2K+ 42.63% |
$1.42M - $1.57M
|
67.5K
$6.67M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
BUY
|
- |
19.9K+ 65.9% |
$1.4M - $1.55M
|
50.1K
$4.96M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.2K+ 15.96% |
$1.35M - $1.49M
|
139K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
18.5K+ 15.61% |
$1.3M - $1.44M
|
137K
$13.5M
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
17.5K+ 11.08% |
$1.23M - $1.36M
|
175K
$17.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
17.1K+ 6.81% |
$1.2M - $1.33M
|
268K
$26.5M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.8K+ 3.32% |
$1.11M - $1.23M
|
490K
$48.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.6K+ 7.5% |
$1.03M - $1.14M
|
209K
$20.7M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.6K+ 5.71% |
$1.02M - $1.13M
|
270K
$26.6M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.3K+ 209.66% |
$933K - $1.03M
|
19.6K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.2KNew |
$924K - $1.02M
|
13.2K
$1.3M
|