Purchases and Sales Made in Q1 2024 in Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

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 19, 2024 Q1 2024
Lake Street Financial LLC

BUY
 -
2
+ 0.03%
$166 - $181
6.43K $637K
May 13, 2024 Q1 2024
Beirne Wealth Consulting Services, LLC

BUY
 -
1
+ 0.01%
$82.9 - $90.4
6.7K $664K
Apr 24, 2024 Q1 2024
Newbridge Financial Services Group, Inc.

BUY
 -
1
+ 0.45%
$82.9 - $90.4
224 $22.2K
May 14, 2024 Q1 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1
+ 0.05%
$82.9 - $90.4
2.16K $214K
May 15, 2024 Q1 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
1
+ 10.0%
$82.9 - $90.4
11 $1.09K
Jun 28, 2024 Q1 2024
Quent Capital, LLC

SELL
 -
-1
- -0.0%
$82.9 - $90.4
89.7K $8.89M
Apr 12, 2024 Q1 2024
Harbor Investment Advisory, LLC

SELL
 -
-1
- 0.41%
$82.9 - $90.4
241 $23.9K
May 03, 2024 Q1 2024
Csenge Advisory Group

SELL
 -
-2
- 0.05%
$166 - $181
4.13K $409K
Aug 08, 2024 Q1 2024
Abound Wealth Management

Franklin, TN
SELL
 -
-6
- 0.74%
$497 - $543
809 $80.1K
May 13, 2024 Q1 2024
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-8
- 0.06%
$663 - $724
13.8K $1.37M
May 15, 2024 Q1 2024
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-21
- 4.62%
$1.74K - $1.9K
434 $43K
May 10, 2024 Q1 2024
Wealth Alliance

Mellville, NY
SELL
 -
-23
- 0.52%
$1.91K - $2.08K
4.44K $439K
Apr 19, 2024 Q1 2024
Valeo Financial Advisors, LLC

SELL
 -
-28
- 0.5%
$2.32K - $2.53K
5.58K $553K
Apr 12, 2024 Q1 2024
Hoxton Planning & Management, LLC

Shepherdstown, WV
SELL
 -
-32
- 0.49%
$2.65K - $2.89K
6.44K $638K
May 03, 2024 Q1 2024
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-33
- 2.5%
$2.73K - $2.98K
1.29K $127K
May 08, 2024 Q1 2024
Lauterbach Financial Advisors, LLC

SELL
 -
-33
- 1.09%
$2.73K - $2.98K
2.99K $296K
Apr 11, 2024 Q1 2024
Maryland Capital Advisors Inc.

SELL
 -
-37
- 0.28%
$3.07K - $3.35K
13.2K $1.31M
Feb 13, 2025 Q1 2024
Nfp Retirement, Inc.

Aliso Viejo, CA
SELL
 -
-42
- 0.56%
$3.48K - $3.8K
7.51K $744K
Apr 15, 2024 Q1 2024
Ellis Investment Partners, LLC

SELL
 -
-44
- 0.91%
$3.65K - $3.98K
4.81K $477K
Apr 10, 2024 Q1 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
SELL
 -
-45
- 1.54%
$3.73K - $4.07K
2.87K $284K
Apr 30, 2024 Q1 2024
Elm Partners Management LLC

SELL
 -
-46
- 0.1%
$3.81K - $4.16K
46.4K $4.6M
May 17, 2024 Q1 2024
Vima LLC

Troy, MI
SELL
 -
-48
- 3.72%
$3.98K - $4.34K
1.24K $123K
May 10, 2024 Q1 2024
Bank Ozk

SELL
 -
-50
- 1.7%
$4.14K - $4.52K
2.89K $286K
Apr 05, 2024 Q1 2024
Nbc Securities, Inc.

Birmingham, AL
SELL
 -
-72
- 10.68%
$5.97K - $6.51K
602 $59.6K
May 15, 2024 Q1 2024
Eight 31 Financial LLC

Midland, TX
SELL
 -
-83
- 2.78%
$6.88K - $7.51K
2.9K $287K
Jun 11, 2024 Q1 2024
Ever Source Wealth Advisors, LLC

SELL
 -
-85
- 8.08%
$7.04K - $7.69K
967 $95.8K
May 03, 2024 Q1 2024
Melone Private Wealth, LLC

SELL
 -
-85
- 1.72%
$7.04K - $7.69K
4.85K $480K
May 15, 2024 Q1 2024
First Manhattan CO

New York, NY
SELL
 -
-100
- 8.53%
$8.29K - $9.04K
1.07K $106K
Apr 23, 2024 Q1 2024
Tria Gen Wealth Management LLC

SELL
 -
-103
- 0.59%
$8.54K - $9.32K
17.4K $1.72M
Apr 19, 2024 Q1 2024
Veriti Management LLC

SELL
 -
-110
- 3.39%
$9.12K - $9.95K
3.14K $311K
Aug 28, 2024 Q1 2024
Peterson Financial Group, Inc.

SELL
 -
-111
- 2.78%
$9.2K - $10K
3.88K $384K
Apr 24, 2024 Q1 2024
Summit Financial, LLC

Parsippany, NJ
SELL
 -
-114
- 0.36%
$9.45K - $10.3K
31.7K $3.14M
Apr 25, 2024 Q1 2024
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-122
- 4.13%
$10.1K - $11K
2.83K $281K
Jul 22, 2024 Q1 2024
Harbour Investments, Inc.

Madison, WI
SELL
 -
-124
- 6.11%
$10.3K - $11.2K
1.91K $189K
May 06, 2024 Q1 2024
Sym Financial Corp

SELL
 -
-128
- 2.66%
$10.6K - $11.6K
4.69K $465K
Apr 08, 2024 Q1 2024
Tompkins Financial Corp

SELL
 -
-130
- 2.59%
$10.8K - $11.8K
4.88K $484K
May 13, 2024 Q1 2024
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-140
- 3.84%
$11.6K - $12.7K
3.51K $347K
Apr 25, 2024 Q1 2024
Valeo Financial Advisors, LLC

SELL
 -
-155
- 2.78%
$12.8K - $14K
5.43K $537K
May 09, 2024 Q1 2024
Bank Of Marin

Novato, CA
SELL
 -
-155
- 1.79%
$12.8K - $14K
8.53K $845K
May 10, 2024 Q1 2024
Argent Trust CO

Nashville, TN
SELL
 -
-173
- 1.56%
$14.3K - $15.6K
10.9K $1.08M
Apr 15, 2024 Q1 2024
Defined Wealth Management, LLC

SELL
 -
-179
- 0.28%
$14.8K - $16.2K
62.8K $6.23M
May 06, 2024 Q1 2024
Cfo4 Life Group, LLC

SELL
 -
-188
- 1.2%
$15.6K - $17K
15.4K $1.53M
Apr 29, 2024 Q1 2024
Lansing Street Advisors

SELL
 -
-191
- 1.29%
$15.8K - $17.3K
14.7K $1.45M
Apr 23, 2024 Q1 2024
Phillips Financial Management, LLC

SELL
 -
-203
- 1.44%
$16.8K - $18.4K
13.9K $1.38M
Apr 23, 2024 Q1 2024
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
SELL
 -
-219
- 5.9%
$18.1K - $19.8K
3.49K $346K
Apr 11, 2024 Q1 2024
Grey Fox Wealth Advisors, LLC

Rockland, DE
SELL
 -
-243
- 8.42%
$20.1K - $22K
2.64K $262K
Apr 18, 2024 Q1 2024
Nikulski Financial, Inc.

SELL
 -
-244
- 5.54%
$20.2K - $22.1K
4.16K $412K
May 15, 2024 Q1 2024
Talisman Wealth Advisors LLC

Mountainside, NJ
SELL
 -
-246
- 2.63%
$20.4K - $22.2K
9.12K $904K
Apr 11, 2024 Q1 2024
Signature Resources Capital Management, LLC

Newport Beach, CA
SELL
 -
-247
- 7.52%
$20.5K - $22.3K
3.04K $301K

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