Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-507- 93.37% |
$36.8K - $39.7K
|
36
$3.59K
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-548- 13.02% |
$39.8K - $42.9K
|
3.66K
$365K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-593- 3.46% |
$43.1K - $46.4K
|
16.6K
$1.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-595- 11.08% |
$43.2K - $46.6K
|
4.77K
$476K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-632- 2.9% |
$45.9K - $49.5K
|
21.2K
$2.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-635- 8.72% |
$46.1K - $49.7K
|
6.65K
$663K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-635- 31.69% |
$46.1K - $49.7K
|
1.37K
$136K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-660- 1.39% |
$47.9K - $51.7K
|
46.9K
$4.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-660- 2.26% |
$47.9K - $51.7K
|
28.6K
$2.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-666- 0.98% |
$48.4K - $52.1K
|
67.6K
$6.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-686- 12.26% |
$49.8K - $53.7K
|
4.91K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-692- 4.44% |
$50.3K - $54.2K
|
14.9K
$1.48M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-702- 3.14% |
$51K - $54.9K
|
21.7K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-718- 1.09% |
$52.2K - $56.2K
|
65K
$6.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-751- 1.34% |
$54.6K - $58.8K
|
55.2K
$5.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-753- 1.91% |
$54.7K - $58.9K
|
38.7K
$3.86M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-798- 4.58% |
$58K - $62.5K
|
16.6K
$1.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-802- 6.78% |
$58.3K - $62.8K
|
11K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-837- 0.58% |
$60.8K - $65.5K
|
142K
$14.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-855- 8.93% |
$62.1K - $66.9K
|
8.72K
$869K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-924- 1.49% |
$67.1K - $72.3K
|
61.1K
$6.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-951- 0.45% |
$69.1K - $74.4K
|
209K
$20.8M
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.05K- 5.51% |
$76.1K - $82K
|
18K
$1.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.06K- 3.99% |
$76.9K - $82.8K
|
25.5K
$2.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.11K- 8.41% |
$80.8K - $87K
|
12.1K
$1.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.13K- 2.4% |
$81.9K - $88.3K
|
45.9K
$4.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 1.22% |
$82.8K - $89.2K
|
92.1K
$9.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 54.62% |
$84.6K - $91.1K
|
967
$96.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 0.43% |
$84.8K - $91.3K
|
267K
$26.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.18K- 19.16% |
$85.7K - $92.3K
|
4.98K
$496K
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.28K- 3.37% |
$92.6K - $99.8K
|
36.6K
$3.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.28K- 75.32% |
$93.1K - $100K
|
420
$41.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.33K- 1.99% |
$96.5K - $104K
|
65.3K
$6.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.37K- 42.97% |
$99.5K - $107K
|
1.82K
$181K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.44K- 5.17% |
$105K - $113K
|
26.4K
$2.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.5K- 1.07% |
$109K - $118K
|
139K
$13.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.53K- 5.39% |
$111K - $120K
|
26.9K
$2.68M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 2.31% |
$114K - $122K
|
66.1K
$6.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.66K- 3.05% |
$121K - $130K
|
52.8K
$5.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.81K- 25.74% |
$131K - $141K
|
5.21K
$519K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.82K- 25.47% |
$132K - $142K
|
5.31K
$529K
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 30.64% |
$132K - $142K
|
4.12K
$411K
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.89K- 3.98% |
$138K - $148K
|
45.7K
$4.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2K- 16.7% |
$145K - $157K
|
9.98K
$995K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-2.15K- 0.35% |
$156K - $168K
|
609K
$60.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-2.26K- 5.06% |
$164K - $177K
|
42.5K
$4.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.3K- 16.16% |
$167K - $180K
|
11.9K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.32K- 6.12% |
$169K - $182K
|
35.7K
$3.55M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.42K- 8.89% |
$176K - $190K
|
24.8K
$2.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-2.64K- 8.49% |
$192K - $206K
|
28.4K
$2.83M
|