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 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-38- 48.72% |
$2.67K - $2.96K
|
40
$3.99K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-42- 0.49% |
$2.95K - $3.27K
|
8.57K
$854K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-46- 0.25% |
$3.23K - $3.58K
|
18.3K
$1.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-54- 1.92% |
$3.79K - $4.2K
|
2.76K
$275K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-55- 0.28% |
$3.86K - $4.28K
|
19.9K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-59- 0.81% |
$4.14K - $4.59K
|
7.26K
$723K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-67- 0.73% |
$4.7K - $5.22K
|
9.15K
$912K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-68- 0.39% |
$4.77K - $5.29K
|
17.2K
$1.71M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-70- 19.72% |
$4.91K - $5.45K
|
285
$28.4K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-71- 0.1% |
$4.98K - $5.53K
|
68.3K
$6.81M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-72- 0.3% |
$5.06K - $5.61K
|
23.9K
$2.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-75- 0.11% |
$5.27K - $5.84K
|
68.3K
$6.81M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-77- 65.81% |
$5.41K - $6K
|
40
$3.99K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-80- 7.39% |
$5.62K - $6.23K
|
1K
$100K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-80- 3.62% |
$5.62K - $6.23K
|
2.13K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-81- 1.95% |
$5.69K - $6.31K
|
4.07K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-85- 17.67% |
$5.97K - $6.62K
|
396
$39.5K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-86- 7.72% |
$6.04K - $6.7K
|
1.03K
$102K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-88- 1.33% |
$6.18K - $6.85K
|
6.55K
$652K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-90- 2.96% |
$6.32K - $7.01K
|
2.95K
$294K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-95- 9.6% |
$6.67K - $7.4K
|
895
$89.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-110- 12.54% |
$7.72K - $8.56K
|
767
$76.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-122- 30.12% |
$8.57K - $9.5K
|
283
$28.2K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-123- 2.31% |
$8.64K - $9.58K
|
5.2K
$519K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-125- 0.3% |
$8.78K - $9.73K
|
41.1K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-125- 1.32% |
$8.78K - $9.73K
|
9.34K
$931K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-125- 0.8% |
$8.78K - $9.73K
|
15.6K
$1.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-132- 3.47% |
$9.27K - $10.3K
|
3.67K
$366K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-132- 44.15% |
$9.27K - $10.3K
|
167
$16.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-141- 4.02% |
$9.9K - $11K
|
3.37K
$336K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-150- 2.98% |
$10.5K - $11.7K
|
4.88K
$486K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-153- 15.18% |
$10.7K - $11.9K
|
855
$85.2K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-156- 1.05% |
$11K - $12.1K
|
14.7K
$1.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-175- 4.94% |
$12.3K - $13.6K
|
3.37K
$336K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-176- 1.57% |
$12.4K - $13.7K
|
11K
$1.1M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-181- 2.03% |
$12.7K - $14.1K
|
8.72K
$869K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-185- 1.57% |
$13K - $14.4K
|
11.6K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-200- 4.0% |
$14K - $15.6K
|
4.8K
$479K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-207- 1.89% |
$14.5K - $16.1K
|
10.7K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-235- 4.5% |
$16.5K - $18.3K
|
4.98K
$497K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-250- 6.77% |
$17.6K - $19.5K
|
3.45K
$343K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-287- 6.69% |
$20.2K - $22.3K
|
4.01K
$399K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-297- 1.21% |
$20.9K - $23.1K
|
24.3K
$2.42M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-300Closed |
$21.1K - $23.4K
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-301- 2.79% |
$21.1K - $23.4K
|
10.5K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-330- 8.08% |
$23.2K - $25.7K
|
3.75K
$374K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-339- 89.92% |
$23.8K - $26.4K
|
38
$3.79K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-340- 1.21% |
$23.9K - $26.5K
|
27.8K
$2.77M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-349- 7.48% |
$24.5K - $27.2K
|
4.32K
$430K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-350- 6.82% |
$24.6K - $27.3K
|
4.78K
$477K
|