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 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
518+ 8.54% |
$42.9K - $46.8K
|
6.58K
$652K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
510+ 7.34% |
$42.3K - $46.1K
|
7.46K
$739K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
498+ 1.11% |
$41.3K - $45K
|
45.5K
$4.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
433+ 2.51% |
$35.9K - $39.2K
|
17.7K
$1.75M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
413+ 46.15% |
$34.2K - $37.4K
|
1.31K
$130K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
400+ 1.39% |
$33.1K - $36.2K
|
29.2K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
387+ 1.72% |
$32.1K - $35K
|
22.9K
$2.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
375+ 13.52% |
$31.1K - $33.9K
|
3.15K
$312K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
368+ 149.59% |
$30.5K - $33.3K
|
614
$60.8K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
346+ 2.39% |
$28.7K - $31.3K
|
14.8K
$1.47M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
340+ 3.8% |
$28.2K - $30.7K
|
9.29K
$920K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
336+ 3.34% |
$27.8K - $30.4K
|
10.4K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
318+ 1.05% |
$26.4K - $28.8K
|
30.7K
$3.04M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
315New |
$26.1K - $28.5K
|
315
$31.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
290+ 1.42% |
$24K - $26.2K
|
20.7K
$2.06M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
290New |
$24K - $26.2K
|
290
$28.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
277+ 0.35% |
$23K - $25.1K
|
78.5K
$7.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
265+ 2.18% |
$22K - $24K
|
12.4K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
245+ 2.59% |
$20.3K - $22.2K
|
9.71K
$962K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
230New |
$19.1K - $20.8K
|
230
$22.8K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
220+ 318.84% |
$18.2K - $19.9K
|
289
$28.6K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
220+ 0.47% |
$18.2K - $19.9K
|
47.2K
$4.68M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
217+ 0.23% |
$18K - $19.6K
|
95.8K
$9.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
213+ 1.37% |
$17.7K - $19.3K
|
15.8K
$1.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
206New |
$17.1K - $18.6K
|
206
$20.4K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
192+ 12.97% |
$15.9K - $17.4K
|
1.67K
$166K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
189+ 2.23% |
$15.7K - $17.1K
|
8.67K
$859K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
178+ 4.97% |
$14.8K - $16.1K
|
3.76K
$373K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
175+ 68.09% |
$14.5K - $15.8K
|
432
$42.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
168+ 5.19% |
$13.9K - $15.2K
|
3.41K
$338K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
158+ 4.55% |
$13.1K - $14.3K
|
3.63K
$359K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
153+ 4.14% |
$12.7K - $13.8K
|
3.85K
$381K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
147+ 0.11% |
$12.2K - $13.3K
|
140K
$13.9M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
146+ 2.2% |
$12.1K - $13.2K
|
6.79K
$672K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
144+ 2.15% |
$11.9K - $13K
|
6.86K
$679K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
140+ 0.5% |
$11.6K - $12.7K
|
28.1K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
138+ 3.88% |
$11.4K - $12.5K
|
3.7K
$366K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
136+ 0.08% |
$11.3K - $12.3K
|
181K
$17.9M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
135+ 0.52% |
$11.2K - $12.2K
|
25.9K
$2.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
133+ 1.48% |
$11K - $12K
|
9.1K
$902K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
131+ 0.21% |
$10.9K - $11.8K
|
61.8K
$6.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
125+ 4.44% |
$10.4K - $11.3K
|
2.94K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
125+ 3.91% |
$10.4K - $11.3K
|
3.32K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
120+ 5.02% |
$9.94K - $10.9K
|
2.51K
$249K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
120New |
$9.94K - $10.9K
|
120
$11.9K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
109+ 3.67% |
$9.03K - $9.86K
|
3.08K
$305K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
109New |
$9.03K - $9.86K
|
109
$10.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
100New |
$8.29K - $9.04K
|
100
$9.91K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
99New |
$8.2K - $8.95K
|
99
$9.81K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
96+ 11.85% |
$7.96K - $8.68K
|
906
$89.8K
|