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
Apr 17, 2023 Q1 2023
Parsons Capital Management Inc

BUY
 -
3.77K
New
$265K - $293K
3.77K $376K
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
3.73K
New
$262K - $290K
3.73K $371K
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
3.69K
New
$259K - $287K
3.69K $368K
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
3.61K
New
$254K - $281K
3.61K $360K
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
3.56K
New
$250K - $277K
3.56K $355K
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
3.54K
New
$249K - $276K
3.54K $353K
May 05, 2023 Q1 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
3.52K
New
$247K - $274K
3.52K $351K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
3.4K
+ 1255.35%
$239K - $265K
3.67K $366K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
3.17K
+ 30.51%
$222K - $246K
13.5K $1.35M
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
3.12K
New
$219K - $243K
3.12K $311K
May 15, 2023 Q1 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
3.05K
+ 32.84%
$214K - $237K
12.3K $1.23M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
3.01K
+ 3.6%
$212K - $235K
86.7K $8.64M
May 01, 2023 Q1 2023
Augustine Asset Management Inc

BUY
 -
2.98K
New
$209K - $232K
2.98K $297K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
2.9K
+ 84.83%
$204K - $226K
6.32K $630K
Apr 26, 2023 Q1 2023
Atlas Private Wealth Management

BUY
 -
2.82K
+ 13.23%
$198K - $220K
24.2K $2.41M
Apr 18, 2023 Q1 2023
Tap Consulting, LLC

BUY
 -
2.81K
New
$197K - $219K
2.81K $280K
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
2.76K
New
$194K - $215K
2.76K $275K
May 12, 2023 Q1 2023
Ckw Financial Group

BUY
 -
2.72K
+ 10.13%
$191K - $212K
29.6K $2.95M
Apr 25, 2023 Q1 2023
Adviser Investments LLC

BUY
 -
2.69K
+ 9.49%
$189K - $210K
31.1K $3.1M
Apr 17, 2023 Q1 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
2.59K
+ 0.53%
$182K - $202K
495K $49.3M
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
2.59K
+ 10.08%
$182K - $202K
28.3K $2.82M
May 17, 2024 Q1 2023
Cim, LLC

BUY
 -
2.54K
+ 47.82%
$179K - $198K
7.86K $784K
Apr 27, 2023 Q1 2023
Aspiriant, LLC

BUY
 -
2.35K
+ 0.1%
$165K - $183K
2.3M $230M
May 10, 2023 Q1 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
2.3K
+ 20.59%
$161K - $179K
13.5K $1.34M
May 04, 2023 Q1 2023
Barber Financial Group, Inc.

BUY
 -
2.26K
+ 43.98%
$158K - $176K
7.38K $736K
May 16, 2023 Q1 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
2.23K
+ 2.1%
$157K - $174K
109K $10.8M
Jun 27, 2023 Q1 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
2.06K
+ 1.06%
$145K - $161K
196K $19.6M
Apr 21, 2023 Q1 2023
Eagle Strategies LLC

New York, NY
BUY
 -
1.97K
+ 8.03%
$138K - $153K
26.5K $2.64M
May 10, 2023 Q1 2023
Graham Capital Wealth Management, LLC

Washington D.C., DC
BUY
 -
1.85K
New
$130K - $144K
1.85K $185K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.82K
+ 3.46%
$128K - $142K
54.4K $5.43M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.79K
New
$126K - $139K
1.79K $178K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
1.76K
+ 13.23%
$123K - $137K
15K $1.5M
Apr 20, 2023 Q1 2023
Boyd Wealth Management, LLC

BUY
 -
1.73K
+ 22.08%
$122K - $135K
9.58K $955K
May 12, 2023 Q1 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
1.48K
+ 14.3%
$104K - $115K
11.8K $1.18M
Apr 26, 2023 Q1 2023
Beam Wealth Advisors, Inc.

BUY
 -
1.42K
+ 2.43%
$99.3K - $110K
59.7K $5.95M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.39K
+ 1.08%
$97.2K - $108K
129K $12.9M
Apr 20, 2023 Q1 2023
Private Ocean, LLC

BUY
 -
1.29K
+ 26.6%
$90.2K - $100K
6.12K $610K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.28K
+ 11.55%
$89.7K - $99.4K
12.3K $1.23M
May 11, 2023 Q1 2023
Essex Financial Services, Inc.

BUY
 -
1.23K
+ 13.76%
$86.6K - $96K
10.2K $1.02M
May 15, 2023 Q1 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
1.2K
New
$84.3K - $93.4K
1.2K $120K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
1.1K
+ 260.71%
$76.9K - $85.3K
1.52K $151K
Apr 24, 2023 Q1 2023
Essex Savings Bank

BUY
 -
1.01K
+ 19.75%
$70.9K - $78.6K
6.12K $611K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
913
+ 44.58%
$64.1K - $71.1K
2.96K $295K
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
900
New
$63.2K - $70.1K
900 $89.7K
Apr 11, 2023 Q1 2023
Pacifica Partners Inc.

BUY
 -
865
New
$60.7K - $67.3K
865 $86.2K
Apr 25, 2023 Q1 2023
Silver Lake Advisory, LLC

BUY
 -
830
+ 5.14%
$58.3K - $64.6K
17K $1.69M
Apr 28, 2023 Q1 2023
Lansing Street Advisors

BUY
 -
823
+ 2.96%
$57.8K - $64.1K
28.6K $2.86M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
757
New
$53.1K - $58.9K
757 $75.5K
May 02, 2023 Q1 2023
1900 Wealth Management LLC

BUY
 -
752
+ 2.32%
$52.8K - $58.6K
33.1K $3.3M

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