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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.58K- 2.06% |
$380K - $414K
|
218K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.8K- 3.36% |
$397K - $434K
|
138K
$13.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.57K- 1.09% |
$461K - $504K
|
504K
$50M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-5.59K- 5.86% |
$463K - $505K
|
89.7K
$8.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.75K- 0.9% |
$476K - $520K
|
633K
$62.7M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-5.81K- 2.26% |
$482K - $526K
|
251K
$24.9M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.74K- 11.68% |
$559K - $610K
|
51K
$5.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.89K- 3.8% |
$571K - $623K
|
175K
$17.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-6.96K- 22.47% |
$577K - $630K
|
24K
$2.38M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-7.03K- 34.12% |
$582K - $636K
|
13.6K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.44K- 5.93% |
$616K - $672K
|
118K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.76K- 2.44% |
$643K - $702K
|
310K
$30.7M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.38K- 12.73% |
$695K - $758K
|
57.5K
$5.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-8.4K- 3.65% |
$696K - $760K
|
222K
$22M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-8.76K- 50.45% |
$726K - $792K
|
8.6K
$852K
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-8.91K- 19.39% |
$739K - $806K
|
37K
$3.67M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.3K- 4.31% |
$853K - $931K
|
229K
$22.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 14.17% |
$876K - $956K
|
64K
$6.34M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.6K- 60.57% |
$878K - $958K
|
6.9K
$683K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-10.7K- 16.7% |
$884K - $965K
|
53.2K
$5.27M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-11.1K- 2.73% |
$917K - $1M
|
394K
$39M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.9K- 14.26% |
$988K - $1.08M
|
71.7K
$7.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-12.1K- 46.27% |
$1M - $1.1M
|
14.1K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-14.2K- 51.03% |
$1.18M - $1.29M
|
13.7K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-15.2K- 4.03% |
$1.26M - $1.37M
|
361K
$35.7M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-15.2K- 4.03% |
$1.26M - $1.37M
|
361K
$35.7M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.5K- 7.1% |
$1.29M - $1.4M
|
203K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.3K- 23.44% |
$1.35M - $1.48M
|
53.3K
$5.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-16.3K- 11.08% |
$1.35M - $1.48M
|
131K
$13M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-21.3K- 80.24% |
$1.76M - $1.92M
|
5.24K
$519K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.6K- 1.54% |
$2.12M - $2.32M
|
1.64M
$162M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-27K- 16.26% |
$2.24M - $2.44M
|
139K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.6K- 3.32% |
$2.29M - $2.5M
|
803K
$79.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-28.3K- 4.74% |
$2.34M - $2.56M
|
569K
$56.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-29.2K- 5.86% |
$2.42M - $2.64M
|
470K
$46.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-29.7K- 27.29% |
$2.46M - $2.69M
|
79.1K
$7.84M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-31.5K- 64.53% |
$2.61M - $2.85M
|
17.3K
$1.72M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-34.1K- 19.8% |
$2.83M - $3.08M
|
138K
$13.7M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-37.9K- 50.53% |
$3.14M - $3.43M
|
37.1K
$3.68M
|
|
|
May 06, 2024
Q1 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-38.2K- 58.3% |
$3.17M - $3.46M
|
27.3K
$2.71M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-40.6K- 4.8% |
$3.37M - $3.68M
|
806K
$79.9M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-48.6K- 79.54% |
$4.03M - $4.4M
|
12.5K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-52.1K- 35.07% |
$4.31M - $4.71M
|
96.4K
$9.55M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-52.8K- 39.26% |
$4.38M - $4.78M
|
81.7K
$8.1M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-55.5K- 41.89% |
$4.6M - $5.02M
|
76.9K
$7.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-69.3K- 65.25% |
$5.74M - $6.27M
|
36.9K
$3.66M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-78.4K- 78.77% |
$6.5M - $7.09M
|
21.1K
$2.09M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-80.6K- 96.34% |
$6.68M - $7.29M
|
3.06K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-83.5K- 18.01% |
$6.92M - $7.55M
|
380K
$37.7M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-143K- 70.29% |
$11.8M - $12.9M
|
60.4K
$5.99M
|