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 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-994- 11.88% |
$82.4K - $89.9K
|
7.37K
$730K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.13K- 91.79% |
$93.6K - $102K
|
101
$10K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-1.13K- 1.12% |
$94K - $103K
|
99.9K
$9.9M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.15K- 2.98% |
$95.1K - $104K
|
37.4K
$3.7M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.16K- 5.24% |
$96.5K - $105K
|
21.1K
$2.09M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 1.97% |
$101K - $111K
|
60.9K
$6.04M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.24K- 5.19% |
$103K - $112K
|
22.6K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.29K- 16.19% |
$107K - $116K
|
6.66K
$660K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.33K- 10.02% |
$110K - $120K
|
11.9K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.33K- 1.58% |
$110K - $120K
|
82.8K
$8.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.34K- 31.23% |
$111K - $121K
|
2.96K
$293K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.4K- 69.39% |
$116K - $127K
|
618
$61.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 33.92% |
$117K - $128K
|
2.75K
$273K
|
|
|
Apr 12, 2024
Q1 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.41K- 0.69% |
$117K - $128K
|
204K
$20.2M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.44K- 67.27% |
$119K - $130K
|
700
$69.3K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.45K- 0.63% |
$120K - $131K
|
230K
$22.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.46K- 26.47% |
$121K - $132K
|
4.05K
$401K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.48K- 13.14% |
$122K - $134K
|
9.76K
$967K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.57K- 1.69% |
$130K - $142K
|
91K
$9.02M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.64K- 7.31% |
$136K - $148K
|
20.8K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.65K- 1.2% |
$137K - $149K
|
135K
$13.4M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.7K- 1.31% |
$141K - $154K
|
129K
$12.7M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.72K- 13.02% |
$143K - $156K
|
11.5K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.73K- 21.08% |
$143K - $156K
|
6.47K
$641K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.77K- 4.09% |
$147K - $160K
|
41.5K
$4.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.77K- 27.15% |
$147K - $160K
|
4.76K
$472K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.84K- 4.1% |
$152K - $166K
|
43K
$4.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.91K- 4.73% |
$159K - $173K
|
38.6K
$3.82M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.96K- 27.53% |
$163K - $177K
|
5.16K
$512K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.04K- 3.51% |
$169K - $184K
|
55.9K
$5.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.09K- 8.09% |
$173K - $189K
|
23.7K
$2.35M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.09K- 2.52% |
$173K - $189K
|
80.9K
$8.02M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.11K- 17.8% |
$175K - $191K
|
9.76K
$967K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.14K- 3.74% |
$178K - $194K
|
55.2K
$5.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.15K- 3.95% |
$178K - $194K
|
52.3K
$5.18M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.16K- 4.66% |
$179K - $195K
|
44.2K
$4.37M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.37K- 3.47% |
$196K - $214K
|
65.7K
$6.51M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.42K- 35.97% |
$201K - $219K
|
4.31K
$427K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.45K- 26.18% |
$203K - $222K
|
6.92K
$685K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.62K- 29.21% |
$217K - $237K
|
6.36K
$630K
|
|
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.69K- 11.89% |
$223K - $243K
|
19.9K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.69K- 16.67% |
$223K - $243K
|
13.4K
$1.33M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.98K- 15.87% |
$247K - $269K
|
15.8K
$1.56M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.02K- 57.18% |
$250K - $273K
|
2.26K
$224K
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-3.05K- 3.2% |
$253K - $276K
|
92.2K
$9.13M
|
|
|
Oct 06, 2025
Q1 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-3.31K- 17.48% |
$274K - $299K
|
15.6K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-3.68K- 99.59% |
$305K - $332K
|
15
$1.49K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-4.35K- 1.32% |
$361K - $394K
|
325K
$32.2M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.39K- 5.92% |
$364K - $397K
|
69.8K
$6.91M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-4.47K- 2.03% |
$370K - $404K
|
215K
$21.3M
|