Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
17.6K+ 3.28% |
$1.5M - $1.59M
|
555K
$54.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
17.5KNew |
$1.5M - $1.58M
|
17.5K
$1.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.1K+ 315.89% |
$1.38M - $1.46M
|
21.2K
$2.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16K+ 15.28% |
$1.37M - $1.45M
|
121K
$12M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.6K+ 3.65% |
$1.34M - $1.41M
|
445K
$44M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.4KNew |
$1.32M - $1.39M
|
15.4K
$1.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14.7K+ 2.92% |
$1.26M - $1.33M
|
519K
$51.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.2KNew |
$1.21M - $1.29M
|
14.2K
$1.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.9K+ 19.51% |
$1.19M - $1.26M
|
85.4K
$8.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13.9K+ 14.25% |
$1.19M - $1.26M
|
111K
$11M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.7K+ 55.54% |
$1M - $1.06M
|
32.9K
$3.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 26.96% |
$998K - $1.06M
|
55K
$5.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
11.6KNew |
$991K - $1.05M
|
11.6K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11K+ 6.84% |
$940K - $995K
|
172K
$17M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
11K+ 7.26% |
$939K - $994K
|
162K
$16.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11K+ 21.48% |
$935K - $990K
|
62K
$6.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
10.5K+ 2.78% |
$900K - $953K
|
389K
$38.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.3K+ 244.49% |
$877K - $929K
|
14.5K
$1.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.37K+ 25.47% |
$800K - $847K
|
46.1K
$4.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9.11K+ 5.04% |
$778K - $824K
|
190K
$18.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
9.09K+ 10.13% |
$776K - $822K
|
98.8K
$9.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.97K+ 7.86% |
$766K - $811K
|
123K
$12.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.87K+ 8.9% |
$758K - $802K
|
109K
$10.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
8.56K+ 114.8% |
$731K - $774K
|
16K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.5KNew |
$726K - $768K
|
8.5K
$840K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.19K+ 60.88% |
$699K - $741K
|
21.6K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
8.16K+ 338.87% |
$697K - $738K
|
10.6K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.9K+ 12.63% |
$674K - $714K
|
70.4K
$6.96M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.87K+ 8.07% |
$672K - $712K
|
105K
$10.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7.83K+ 5.78% |
$668K - $708K
|
143K
$14.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
7.57K+ 3.5% |
$646K - $684K
|
224K
$22.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.36K+ 63.74% |
$628K - $665K
|
18.9K
$1.87M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.01K+ 228.66% |
$598K - $633K
|
10.1K
$996K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.71KNew |
$573K - $607K
|
6.71K
$664K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
6.44KNew |
$550K - $582K
|
6.44K
$637K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.41KNew |
$548K - $580K
|
6.41K
$634K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.24K+ 10.1% |
$533K - $564K
|
68K
$6.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.17K+ 29.01% |
$527K - $558K
|
27.4K
$2.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
6.02K+ 80.56% |
$514K - $544K
|
13.5K
$1.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.89K+ 6.4% |
$503K - $532K
|
97.8K
$9.67M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.87K+ 78.28% |
$502K - $531K
|
13.4K
$1.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
5.85KNew |
$500K - $529K
|
5.85K
$579K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.84K+ 1.88% |
$499K - $528K
|
316K
$31.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.79K+ 132.2% |
$494K - $523K
|
10.2K
$1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5.7K+ 2.65% |
$487K - $516K
|
221K
$21.8M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
5.66KNew |
$483K - $512K
|
5.66K
$560K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
5.38K+ 24.5% |
$460K - $487K
|
27.4K
$2.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.17KNew |
$441K - $467K
|
5.17K
$511K
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
5.15K+ 11.09% |
$439K - $465K
|
51.6K
$5.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.01KNew |
$428K - $453K
|
5.01K
$495K
|