Purchases and Sales Made in Q1 2023 in Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

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
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
13.1K
New
$918K - $1.02M
13.1K $1.29M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
13K
+ 3.62%
$914K - $1.01M
372K $36.8M
May 26, 2023 Q1 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
12.4K
New
$870K - $965K
12.4K $1.23M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
12.2K
+ 16.62%
$854K - $947K
85.4K $8.44M
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
12.1K
+ 6.97%
$853K - $946K
186K $18.4M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
12.1K
+ 18.51%
$849K - $942K
77.5K $7.66M
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
12K
+ 100.12%
$843K - $935K
24K $2.37M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
11.7K
+ 3.62%
$824K - $914K
336K $33.2M
Apr 13, 2023 Q1 2023
Allspring Global Investments Holdings, LLC

BUY
 -
10.5K
+ 2.03%
$734K - $814K
525K $51.9M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
10.2K
+ 195.98%
$716K - $794K
15.4K $1.52M
May 05, 2023 Q1 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
9.91K
+ 4.84%
$696K - $771K
214K $21.2M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
9.6K
+ 14.43%
$674K - $748K
76.2K $7.53M
May 17, 2023 Q1 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
8.59K
+ 21480.0%
$603K - $669K
8.63K $854K
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
8.39K
New
$589K - $654K
8.39K $830K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
8.04K
+ 2.54%
$565K - $626K
324K $32.1M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
7.54K
+ 8.94%
$530K - $587K
91.9K $9.09M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
7.06K
+ 5.77%
$495K - $549K
129K $12.8M
May 11, 2023 Q1 2023
Watchman Group, Inc.

Plano, TX
BUY
 -
7.04K
+ 52.94%
$494K - $548K
20.3K $2.01M
Apr 20, 2023 Q1 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
6.74K
New
$473K - $525K
6.74K $667K
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
6.69K
+ 9.54%
$470K - $521K
76.8K $7.6M
Apr 24, 2023 Q1 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
6.6K
+ 5.16%
$463K - $514K
134K $13.3M
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
6.43K
+ 24.31%
$451K - $500K
32.9K $3.25M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
6.22K
+ 101.62%
$436K - $484K
12.3K $1.22M
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
6.13K
New
$430K - $477K
6.13K $606K
May 12, 2023 Q1 2023
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
6.08K
+ 207.62%
$427K - $473K
9.01K $891K
May 01, 2023 Q1 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
5.86K
+ 2.65%
$412K - $456K
227K $22.5M
Apr 19, 2023 Q1 2023
Hilltop Wealth Advisors, LLC

BUY
 -
5.82K
+ 29.34%
$409K - $453K
25.7K $2.54M
May 15, 2023 Q1 2023
Petix & Botte CO

BUY
 -
5.62K
+ 3.98%
$394K - $437K
147K $14.5M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
5.6K
New
$393K - $436K
5.6K $553K
Apr 19, 2023 Q1 2023
Windsor Group LTD

BUY
 -
5.4K
+ 0.89%
$379K - $420K
611K $60.4M
May 02, 2023 Q1 2023
Carl P. Sherr & Co., LLC

BUY
 -
5.18K
+ 4.21%
$363K - $403K
128K $12.7M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
4.9K
+ 52.84%
$344K - $381K
14.2K $1.4M
May 01, 2023 Q1 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
4.85K
+ 7.38%
$341K - $378K
70.6K $6.98M
May 15, 2023 Q1 2023
Becker Capital Management Inc

BUY
 -
4.79K
New
$336K - $373K
4.79K $473K
Apr 10, 2023 Q1 2023
Drake & Associates, LLC

Waukesha, WI
BUY
 -
4.73K
+ 2.21%
$332K - $368K
219K $21.7M
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
4.73K
+ 7.37%
$332K - $368K
68.8K $6.81M
Jun 07, 2023 Q1 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
4.56K
New
$320K - $355K
4.56K $450K
May 02, 2023 Q1 2023
Meridian Management CO

BUY
 -
4.55K
New
$319K - $354K
4.55K $450K
May 15, 2023 Q1 2023
Spears Abacus Advisors LLC

BUY
 -
4.51K
New
$317K - $351K
4.51K $446K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
4.39K
+ 91.8%
$308K - $342K
9.17K $906K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
4.33K
+ 115.36%
$304K - $337K
8.07K $798K
May 11, 2023 Q1 2023
Nikulski Financial, Inc.

BUY
 -
4.32K
New
$303K - $336K
4.32K $427K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
4.31K
+ 1907.96%
$303K - $336K
4.54K $449K
Apr 24, 2023 Q1 2023
Windward Private Wealth Management Inc.

BUY
 -
4.01K
+ 11.86%
$282K - $312K
37.8K $3.74M
May 03, 2023 Q1 2023
Beck Bode, LLC

BUY
 -
4.01K
+ 7.71%
$281K - $312K
55.9K $5.53M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
3.95K
+ 1.33%
$277K - $307K
300K $29.7M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
3.85K
+ 2.36%
$270K - $300K
167K $16.5M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
3.84K
+ 5194.59%
$270K - $299K
3.92K $387K
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
3.84K
+ 6.02%
$270K - $299K
67.7K $6.69M

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