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 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
90+ 2.62% |
$7.46K - $8.14K
|
3.52K
$349K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
90+ 5.28% |
$7.46K - $8.14K
|
1.79K
$178K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
89+ 1.13% |
$7.38K - $8.05K
|
7.96K
$789K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
75+ 0.42% |
$6.22K - $6.78K
|
17.8K
$1.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
73New |
$6.05K - $6.6K
|
73
$7.23K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
72+ 0.87% |
$5.97K - $6.51K
|
8.37K
$829K
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
72+ 2.15% |
$5.97K - $6.51K
|
3.42K
$338K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
66New |
$5.47K - $5.97K
|
66
$6.54K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
64+ 0.68% |
$5.3K - $5.79K
|
9.53K
$944K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
61+ 0.48% |
$5.06K - $5.52K
|
12.7K
$1.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
61+ 3.74% |
$5.06K - $5.52K
|
1.69K
$168K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
61+ 0.48% |
$5.06K - $5.52K
|
12.7K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
49+ 1.33% |
$4.06K - $4.43K
|
3.74K
$370K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
47+ 0.27% |
$3.89K - $4.25K
|
17.2K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
47+ 0.99% |
$3.89K - $4.25K
|
4.8K
$475K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
45+ 1.56% |
$3.73K - $4.07K
|
2.93K
$290K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
42+ 0.18% |
$3.48K - $3.8K
|
23.4K
$2.32M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40New |
$3.31K - $3.62K
|
40
$3.96K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
39+ 0.28% |
$3.23K - $3.53K
|
14K
$1.38M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
35New |
$2.9K - $3.17K
|
35
$3.47K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
33+ 0.49% |
$2.73K - $2.98K
|
6.74K
$668K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
26New |
$2.15K - $2.35K
|
26
$2.58K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
25+ 0.18% |
$2.07K - $2.26K
|
13.6K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21+ 0.22% |
$1.74K - $1.9K
|
9.56K
$947K
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
18+ 0.5% |
$1.49K - $1.63K
|
3.64K
$361K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
18+ 0.36% |
$1.49K - $1.63K
|
4.98K
$493K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
17New |
$1.41K - $1.54K
|
17
$1.68K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
15+ 0.44% |
$1.24K - $1.36K
|
3.42K
$338K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
15+ 0.12% |
$1.24K - $1.36K
|
12.8K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
14+ 0.5% |
$1.16K - $1.27K
|
2.83K
$281K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
12+ 0.45% |
$994 - $1.09K
|
2.67K
$265K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12+ 0.36% |
$994 - $1.09K
|
3.39K
$335K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.49% |
$994 - $1.09K
|
2.46K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 0.38% |
$829 - $904
|
2.65K
$262K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10+ 0.03% |
$829 - $904
|
33.2K
$3.29M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 0.53% |
$746 - $814
|
1.71K
$170K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7+ 0.14% |
$580 - $633
|
5.16K
$511K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7+ 53.85% |
$580 - $633
|
20
$1.98K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 0.49% |
$580 - $633
|
1.44K
$142K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
6+ 0.1% |
$497 - $543
|
6.14K
$608K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.15% |
$497 - $543
|
3.94K
$391K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
5+ 0.12% |
$414 - $452
|
4.25K
$421K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5+ 0.54% |
$414 - $452
|
931
$92.2K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.13% |
$414 - $452
|
3.82K
$378K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.46% |
$414 - $452
|
1.09K
$108K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4+ 0.08% |
$331 - $362
|
5.14K
$509K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$331 - $362
|
3.43K
$340K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4+ 0.07% |
$331 - $362
|
5.79K
$573K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.62% |
$249 - $271
|
487
$48.2K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2+ 0.08% |
$166 - $181
|
2.62K
$260K
|