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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.85K- 7.52% |
$130K - $144K
|
22.7K
$2.25M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2K- 4.08% |
$140K - $156K
|
47K
$4.65M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.04K- 11.14% |
$143K - $159K
|
16.3K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.06K- 1.03% |
$144K - $160K
|
198K
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.18K- 56.1% |
$153K - $169K
|
1.7K
$168K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.25K- 17.35% |
$158K - $175K
|
10.7K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.27K- 7.24% |
$159K - $176K
|
29K
$2.87M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.29K- 20.4% |
$161K - $178K
|
8.95K
$884K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.36K- 0.53% |
$166K - $184K
|
443K
$43.8M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.37K- 2.37% |
$167K - $185K
|
97.6K
$9.65M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2.41K- 15.43% |
$169K - $188K
|
13.2K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.46K- 81.89% |
$172K - $191K
|
543
$53.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.5K- 9.64% |
$175K - $195K
|
23.4K
$2.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.63K- 1.3% |
$185K - $205K
|
199K
$19.7M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-2.65K- 22.84% |
$186K - $206K
|
8.96K
$886K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.94K- 98.46% |
$206K - $229K
|
46
$4.55K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.99K- 15.18% |
$210K - $233K
|
16.7K
$1.65M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-3.01K- 3.49% |
$211K - $235K
|
83.2K
$8.23M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.12K- 3.95% |
$219K - $243K
|
75.7K
$7.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.28K- 1.98% |
$231K - $256K
|
163K
$16.1M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.37K- 2.3% |
$237K - $263K
|
143K
$14.2M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.4K- 2.08% |
$239K - $265K
|
160K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.4K- 92.62% |
$239K - $265K
|
271
$26.8K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.57K- 50.3% |
$251K - $278K
|
3.53K
$349K
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.58K- 7.0% |
$252K - $279K
|
47.6K
$4.71M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.64K- 29.72% |
$256K - $284K
|
8.61K
$852K
|
|
|
Apr 10, 2023
Q1 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-3.73K- 1.74% |
$262K - $290K
|
210K
$20.8M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-3.74K- 6.9% |
$263K - $291K
|
50.5K
$4.99M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-3.75K- 23.83% |
$263K - $292K
|
12K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.84K- 98.11% |
$270K - $299K
|
74
$7.32K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-3.92K- 7.18% |
$275K - $305K
|
50.7K
$5.01M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.97K- 2.42% |
$279K - $309K
|
160K
$15.8M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.21K- 26.48% |
$296K - $328K
|
11.7K
$1.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.37K- 17.73% |
$307K - $340K
|
20.3K
$2M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.76K- 3.25% |
$334K - $371K
|
142K
$14M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.03K- 4.88% |
$353K - $391K
|
98K
$9.69M
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-5.05K- 89.17% |
$354K - $393K
|
613
$60.6K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.07K- 89.19% |
$356K - $394K
|
614
$60.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-6.1K- 3.57% |
$428K - $475K
|
165K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.17K- 1.83% |
$433K - $480K
|
331K
$32.7M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.71K- 32.09% |
$471K - $523K
|
14.2K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-6.96K- 49.78% |
$488K - $542K
|
7.02K
$694K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.28K- 42.07% |
$511K - $567K
|
10K
$992K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-7.47K- 3.67% |
$525K - $582K
|
196K
$19.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.49K- 29.6% |
$526K - $583K
|
17.8K
$1.76M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.55K- 5.73% |
$530K - $588K
|
124K
$12.3M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-7.57K- 14.59% |
$531K - $589K
|
44.3K
$4.38M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.86K- 31.08% |
$552K - $612K
|
17.4K
$1.72M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-8.14K- 4.6% |
$571K - $634K
|
169K
$16.7M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.43K- 54.32% |
$592K - $656K
|
7.09K
$701K
|