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
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
686
+ 16.96%
$48.2K - $53.4K
4.73K $468K
Apr 26, 2023 Q1 2023
Deroy & Devereaux Private Investment Counsel Inc

BUY
 -
680
+ 2.03%
$47.7K - $52.9K
34.2K $3.38M
May 02, 2023 Q1 2023
One Day In July LLC

BUY
 -
661
+ 11.68%
$46.4K - $51.5K
6.32K $625K
May 02, 2023 Q1 2023
Sym Financial Corp

BUY
 -
640
+ 8.84%
$44.9K - $49.8K
7.88K $779K
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
629
+ 0.19%
$44.2K - $49K
336K $33.3M
May 15, 2023 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
629
+ 0.19%
$44.2K - $49K
336K $33.3M
Apr 18, 2023 Q1 2023
Forth Right Wealth Management, LLC

BUY
 -
574
+ 0.18%
$40.3K - $44.7K
320K $31.7M
May 10, 2023 Q1 2023
E Rn Financial, LLC

BUY
 -
551
+ 5.98%
$38.7K - $42.9K
9.77K $966K
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
550
+ 5.43%
$38.6K - $42.8K
10.7K $1.06M
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
533
+ 11.5%
$37.4K - $41.5K
5.17K $511K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
503
+ 3.29%
$35.3K - $39.2K
15.8K $1.56M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
480
+ 10.2%
$33.7K - $37.4K
5.19K $513K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
422
New
$29.6K - $32.9K
422 $41.7K
May 05, 2023 Q1 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
414
+ 8.79%
$29.1K - $32.2K
5.12K $506K
May 04, 2023 Q1 2023
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
414
New
$29.1K - $32.2K
414 $40.9K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
412
+ 4.17%
$28.9K - $32.1K
10.3K $1.02M
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
412
+ 1.67%
$28.9K - $32.1K
25.1K $2.48M
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

BUY
 -
406
New
$28.5K - $31.6K
406 $40.1K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
390
+ 1.77%
$27.4K - $30.4K
22.4K $2.21M
May 24, 2023 Q1 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
361
+ 6.23%
$25.3K - $28.1K
6.15K $609K
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
343
New
$24.1K - $26.7K
343 $33.9K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
337
New
$23.7K - $26.2K
337 $33.3K
May 10, 2023 Q1 2023
Northwest Wealth Management, LLC

BUY
 -
312
+ 1.08%
$21.9K - $24.3K
29.3K $2.89M
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
284
New
$19.9K - $22.1K
284 $28.1K
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
256
+ 1.67%
$18K - $19.9K
15.6K $1.54M
Apr 24, 2023 Q1 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
254
+ 3.56%
$17.8K - $19.8K
7.39K $731K
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
240
+ 5.34%
$16.9K - $18.7K
4.74K $468K
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
238
+ 0.45%
$16.7K - $18.5K
52.7K $5.21M
Nov 16, 2023 Q1 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
223
+ 2.83%
$15.7K - $17.4K
8.1K $801K
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
215
+ 6.18%
$15.1K - $16.7K
3.69K $365K
Apr 19, 2023 Q1 2023
Charter Oak Capital Management, LLC

BUY
 -
215
+ 0.35%
$15.1K - $16.7K
61.1K $6.04M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
199
+ 58.88%
$14K - $15.5K
537 $53.1K
Apr 20, 2023 Q1 2023
Global Strategic Investment Solutions, LLC

BUY
 -
192
+ 0.12%
$13.5K - $14.9K
164K $16.2M
Apr 20, 2023 Q1 2023
Guidance Point Advisors, LLC

BUY
 -
191
+ 0.36%
$13.4K - $14.9K
53.8K $5.32M
May 11, 2023 Q1 2023
Bank Ozk

BUY
 -
188
+ 6.52%
$13.2K - $14.6K
3.07K $304K
May 10, 2023 Q1 2023
Cnb Bank

Clearfield, PA
BUY
 -
185
New
$13K - $14.4K
185 $18.3K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
185
+ 51.82%
$13K - $14.4K
542 $53.6K
Apr 26, 2023 Q1 2023
Zwj Investment Counsel Inc

BUY
 -
170
+ 3.28%
$11.9K - $13.2K
5.36K $530K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
170
+ 531.25%
$11.9K - $13.2K
202 $20K
May 24, 2023 Q1 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
157
+ 0.07%
$11K - $12.2K
212K $21M
May 01, 2023 Q1 2023
Virginia National Bank

BUY
 -
150
+ 0.77%
$10.5K - $11.7K
19.5K $1.93M
May 11, 2023 Q1 2023
True Private Wealth Advisors

BUY
 -
147
+ 2.77%
$10.3K - $11.4K
5.46K $540K
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
146
+ 1.54%
$10.3K - $11.4K
9.64K $953K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
142
+ 1.18%
$9.97K - $11.1K
12.1K $1.2M
May 10, 2023 Q1 2023
Ellis Investment Partners, LLC

BUY
 -
136
+ 2.87%
$9.55K - $10.6K
4.87K $481K
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
135
+ 0.64%
$9.48K - $10.5K
21.1K $2.09M
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
132
New
$9.27K - $10.3K
132 $13.1K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
122
New
$8.57K - $9.5K
122 $12.1K
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
118
+ 0.69%
$8.28K - $9.19K
17.3K $1.71M

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