Purchases and Sales Made in Q1 2024 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 2024. 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 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.34M+ 97851.17% |
$194M - $212M
|
2.34M
$227M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.99M+ 107.1% |
$165M - $180M
|
3.84M
$372M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.78M+ 3.06% |
$148M - $161M
|
60M
$5.82B
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.17M+ 1404.11% |
$96.7M - $106M
|
1.25M
$121M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
347K+ 424.97% |
$28.8M - $31.4M
|
429K
$41.6M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
342K+ 12.53% |
$28.3M - $30.9M
|
3.07M
$298M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
328K+ 13.53% |
$27.2M - $29.7M
|
2.76M
$267M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
144K+ 4388.74% |
$11.9M - $13M
|
147K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
122K+ 125.14% |
$10.1M - $11.1M
|
220K
$21.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
121K+ 1.0% |
$10.1M - $11M
|
12.3M
$1.19B
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
117K+ 1.46% |
$9.71M - $10.6M
|
8.12M
$788M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
117K+ 1.46% |
$9.71M - $10.6M
|
8.12M
$788M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
111K+ 10.31% |
$9.17M - $10M
|
1.18M
$115M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
107K+ 10.1% |
$8.88M - $9.69M
|
1.17M
$113M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
103K+ 248.25% |
$8.56M - $9.34M
|
145K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
97.8KNew |
$8.11M - $8.85M
|
97.8K
$9.49M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
78.8K+ 74.81% |
$6.53M - $7.13M
|
184K
$17.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
75.9KNew |
$6.29M - $6.87M
|
75.9K
$7.37M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
74.1K+ 128.4% |
$6.14M - $6.71M
|
132K
$12.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
71.5KNew |
$5.92M - $6.47M
|
71.5K
$6.94M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
71.2K+ 169.65% |
$5.9M - $6.44M
|
113K
$11M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.1K+ 10.79% |
$5.73M - $6.25M
|
710K
$68.8M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
62.2KNew |
$5.15M - $5.62M
|
62.2K
$6.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
61.8K+ 142.18% |
$5.12M - $5.59M
|
105K
$10.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.1K+ 7.8% |
$4.48M - $4.89M
|
747K
$72.5M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
50.1K+ 12.71% |
$4.15M - $4.53M
|
444K
$43.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
48.5K+ 17.11% |
$4.02M - $4.39M
|
332K
$32.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
48.4K+ 6.71% |
$4.01M - $4.38M
|
770K
$74.7M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
45.8K+ 446.93% |
$3.79M - $4.14M
|
56K
$5.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.5K+ 11.02% |
$3.77M - $4.12M
|
459K
$44.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.5K+ 3.21% |
$3.69M - $4.03M
|
1.43M
$139M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
39.4K+ 110.51% |
$3.26M - $3.56M
|
75.1K
$7.28M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
39.1K+ 24.9% |
$3.24M - $3.54M
|
196K
$19.1M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
36.1K+ 21.0% |
$2.99M - $3.26M
|
208K
$20.2M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
34.3K+ 4.9% |
$2.84M - $3.1M
|
734K
$71.2M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
33.7K+ 12.08% |
$2.8M - $3.05M
|
313K
$30.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
30.5KNew |
$2.53M - $2.76M
|
30.5K
$2.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
28.4K+ 16.52% |
$2.35M - $2.56M
|
200K
$19.4M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.6K+ 48.57% |
$2.28M - $2.49M
|
84.3K
$8.18M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
26.9K+ 270.9% |
$2.23M - $2.43M
|
36.8K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26.6K+ 362.56% |
$2.2M - $2.41M
|
33.9K
$3.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
26.1K+ 83.51% |
$2.16M - $2.36M
|
57.3K
$5.56M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
25.6KNew |
$2.12M - $2.32M
|
25.6K
$2.49M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
24.9KNew |
$2.07M - $2.25M
|
24.9K
$2.42M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24.7K+ 0.59% |
$2.05M - $2.24M
|
4.24M
$412M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
24.5K+ 11.07% |
$2.03M - $2.22M
|
246K
$23.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.1K+ 17.37% |
$2M - $2.18M
|
163K
$15.8M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
22.4K+ 4.05% |
$1.86M - $2.03M
|
576K
$55.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
20.7K+ 40.94% |
$1.72M - $1.88M
|
71.4K
$6.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
20.5K+ 3.97% |
$1.7M - $1.86M
|
537K
$52.1M
|