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 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
100+ 0.43% |
$7.02K - $7.79K
|
23.6K
$2.33M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
97+ 4.23% |
$6.81K - $7.55K
|
2.39K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
91+ 2.03% |
$6.39K - $7.09K
|
4.58K
$453K
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
85+ 0.58% |
$5.97K - $6.62K
|
14.7K
$1.46M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
79New |
$5.55K - $6.15K
|
79
$7.81K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
66+ 4.38% |
$4.63K - $5.14K
|
1.57K
$156K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
64+ 0.71% |
$4.49K - $4.98K
|
9.07K
$897K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
53+ 0.47% |
$3.72K - $4.13K
|
11.4K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
43New |
$3.02K - $3.35K
|
43
$4.25K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
41+ 0.29% |
$2.88K - $3.19K
|
14.3K
$1.41M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40+ 100.0% |
$2.81K - $3.11K
|
80
$7.91K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
36+ 3.38% |
$2.53K - $2.8K
|
1.1K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
36+ 0.44% |
$2.53K - $2.8K
|
8.28K
$819K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
26+ 12.04% |
$1.83K - $2.02K
|
242
$23.9K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
26New |
$1.83K - $2.02K
|
26
$2.57K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
26+ 100.0% |
$1.83K - $2.02K
|
52
$5.14K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
24+ 0.8% |
$1.69K - $1.87K
|
3.03K
$299K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
24+ 0.27% |
$1.69K - $1.87K
|
9.04K
$894K
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
22+ 0.18% |
$1.54K - $1.71K
|
12K
$1.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20+ 1.85% |
$1.4K - $1.56K
|
1.1K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
19+ 0.38% |
$1.33K - $1.48K
|
4.98K
$492K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
19New |
$1.33K - $1.48K
|
19
$1.88K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
19+ 0.27% |
$1.33K - $1.48K
|
7.11K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
18+ 0.51% |
$1.26K - $1.4K
|
3.57K
$353K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15+ 0.15% |
$1.05K - $1.17K
|
10.2K
$1M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
14+ 0.47% |
$983 - $1.09K
|
2.98K
$295K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11New |
$772 - $856
|
11
$1.09K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9+ 0.13% |
$632 - $701
|
7.13K
$705K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9+ 0.45% |
$632 - $701
|
2K
$198K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
8+ 0.02% |
$562 - $623
|
33.5K
$3.32M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8New |
$562 - $623
|
8
$791
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
7+ 0.14% |
$491 - $545
|
5.18K
$512K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 0.47% |
$491 - $545
|
1.51K
$150K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 7.89% |
$421 - $467
|
82
$8.11K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.11% |
$351 - $389
|
4.42K
$437K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5+ 0.55% |
$351 - $389
|
913
$90.3K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
5+ 0.1% |
$351 - $389
|
5.11K
$505K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.23% |
$281 - $311
|
1.77K
$175K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3New |
$211 - $234
|
3
$297
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$140 - $156
|
3.02K
$298K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.39% |
$140 - $156
|
510
$50.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-5- 0.04% |
$351 - $389
|
13.4K
$1.32M
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
SELL
|
- |
-8- 0.03% |
$562 - $623
|
28.7K
$2.84M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-13- 0.31% |
$913 - $1.01K
|
4.22K
$417K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-15- 0.12% |
$1.05K - $1.17K
|
12.5K
$1.23M
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-16- 0.52% |
$1.12K - $1.25K
|
3.07K
$303K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-22- 22.22% |
$1.54K - $1.71K
|
77
$7.61K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-25- 0.62% |
$1.76K - $1.95K
|
3.98K
$394K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-25- 0.65% |
$1.76K - $1.95K
|
3.83K
$379K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-30- 0.97% |
$2.11K - $2.34K
|
3.07K
$303K
|