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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
42+ 0.72% |
$3.59K - $3.8K
|
5.86K
$553K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
41+ 6.86% |
$3.5K - $3.71K
|
639
$60.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
41+ 0.62% |
$3.5K - $3.71K
|
6.7K
$632K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40+ 100.0% |
$3.42K - $3.62K
|
80
$7.55K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
39+ 16.18% |
$3.33K - $3.53K
|
280
$26.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
36+ 0.13% |
$3.07K - $3.26K
|
28.1K
$2.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
36+ 0.43% |
$3.07K - $3.26K
|
8.41K
$793K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
32+ 0.02% |
$2.73K - $2.89K
|
154K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
32+ 1.11% |
$2.73K - $2.89K
|
2.9K
$274K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
30+ 1.77% |
$2.56K - $2.71K
|
1.72K
$162K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
24+ 0.3% |
$2.05K - $2.17K
|
7.99K
$753K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
23+ 0.48% |
$1.96K - $2.08K
|
4.82K
$455K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20+ 0.64% |
$1.71K - $1.81K
|
3.17K
$299K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
18New |
$1.54K - $1.63K
|
18
$1.7K
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.05% |
$1.54K - $1.63K
|
34.2K
$3.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
17+ 0.37% |
$1.45K - $1.54K
|
4.57K
$431K
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
17+ 0.47% |
$1.45K - $1.54K
|
3.66K
$345K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
15+ 0.12% |
$1.28K - $1.36K
|
12.8K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
15+ 0.31% |
$1.28K - $1.36K
|
4.83K
$455K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
14+ 70.0% |
$1.2K - $1.27K
|
34
$3.21K
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
13+ 0.49% |
$1.11K - $1.18K
|
2.69K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
13+ 0.46% |
$1.11K - $1.18K
|
2.85K
$268K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
12+ 0.45% |
$1.02K - $1.09K
|
2.65K
$250K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.49% |
$1.02K - $1.09K
|
2.48K
$234K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12+ 0.35% |
$1.02K - $1.09K
|
3.4K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.46% |
$939 - $995
|
2.42K
$228K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9+ 0.01% |
$769 - $814
|
62.2K
$5.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.33% |
$769 - $814
|
2.76K
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9+ 0.14% |
$769 - $814
|
6.37K
$601K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8+ 0.47% |
$683 - $723
|
1.72K
$162K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
8+ 0.06% |
$683 - $723
|
13.2K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7+ 0.01% |
$598 - $633
|
82.8K
$7.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 0.49% |
$598 - $633
|
1.44K
$136K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7+ 0.14% |
$598 - $633
|
5.17K
$488K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.15% |
$512 - $543
|
3.95K
$372K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
6+ 0.1% |
$512 - $543
|
6.15K
$580K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.13% |
$427 - $452
|
3.82K
$360K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4+ 0.08% |
$342 - $362
|
5.14K
$485K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4+ 0.09% |
$342 - $362
|
4.25K
$401K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 0.43% |
$342 - $362
|
935
$88.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$256 - $271
|
3.44K
$324K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.41% |
$171 - $181
|
489
$46.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2+ 0.08% |
$171 - $181
|
2.62K
$247K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.03% |
$85.4 - $90.4
|
3.03K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1+ 0.04% |
$85.4 - $90.4
|
2.29K
$216K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 14.29% |
$85.4 - $90.4
|
8
$755
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 12.0% |
$256 - $271
|
22
$2.08K
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-5- 0.05% |
$427 - $452
|
9.35K
$882K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 0.99% |
$683 - $723
|
801
$75.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-8- 0.14% |
$683 - $723
|
5.79K
$546K
|