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 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-179- 0.43% |
$15.3K - $16.2K
|
41.3K
$4.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-180- 3.77% |
$15.4K - $16.3K
|
4.6K
$455K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-188- 29.79% |
$16.1K - $17K
|
443
$43.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-191- 3.78% |
$16.3K - $17.3K
|
4.86K
$481K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-206- 1.66% |
$17.6K - $18.6K
|
12.2K
$1.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-206- 1.31% |
$17.6K - $18.6K
|
15.6K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-210- 3.11% |
$17.9K - $19K
|
6.53K
$646K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-210- 5.16% |
$17.9K - $19K
|
3.86K
$382K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-215- 4.19% |
$18.4K - $19.4K
|
4.92K
$486K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-222- 23.85% |
$19K - $20.1K
|
709
$70.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-229- 0.93% |
$19.6K - $20.7K
|
24.5K
$2.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-261- 8.73% |
$22.3K - $23.6K
|
2.73K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-267- 1.35% |
$22.8K - $24.1K
|
19.6K
$1.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-296- 3.88% |
$25.3K - $26.8K
|
7.34K
$725K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-310- 50.16% |
$26.5K - $28K
|
308
$30.5K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-332- 3.57% |
$28.3K - $30K
|
8.96K
$886K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-336- 13.59% |
$28.7K - $30.4K
|
2.14K
$211K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-350- 12.75% |
$29.9K - $31.6K
|
2.4K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-370- 0.84% |
$31.6K - $33.5K
|
43.8K
$4.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-375- 2.72% |
$32K - $33.9K
|
13.4K
$1.33M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-376- 3.95% |
$32.1K - $34K
|
9.15K
$905K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-389- 8.14% |
$33.2K - $35.2K
|
4.39K
$434K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-399- 7.96% |
$34.1K - $36.1K
|
4.61K
$456K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-414- 6.98% |
$35.4K - $37.4K
|
5.52K
$546K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-448- 3.34% |
$38.3K - $40.5K
|
12.9K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-490- 0.88% |
$41.8K - $44.3K
|
55.4K
$5.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-494- 1.28% |
$42.2K - $44.7K
|
38.1K
$3.77M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-494- 13.22% |
$42.2K - $44.7K
|
3.24K
$321K
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-503- 0.11% |
$43K - $45.5K
|
467K
$46.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-514- 17.47% |
$43.9K - $46.5K
|
2.43K
$240K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-518- 2.16% |
$44.2K - $46.8K
|
23.5K
$2.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-521- 5.0% |
$44.5K - $47.1K
|
9.89K
$978K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-530- 7.59% |
$45.3K - $47.9K
|
6.45K
$638K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-534- 0.79% |
$45.6K - $48.3K
|
67.5K
$6.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-566- 1.38% |
$48.3K - $51.2K
|
40.4K
$4M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-583- 1.28% |
$49.8K - $52.7K
|
44.9K
$4.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-589- 17.29% |
$50.3K - $53.3K
|
2.82K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-633- 8.33% |
$54.1K - $57.2K
|
6.96K
$689K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-644- 4.42% |
$55K - $58.2K
|
13.9K
$1.38M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-645- 1.73% |
$55.1K - $58.3K
|
36.7K
$3.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-654- 3.7% |
$55.8K - $59.1K
|
17K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-659Closed |
$56.3K - $59.6K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-665- 3.84% |
$56.8K - $60.1K
|
16.7K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-672- 0.73% |
$57.4K - $60.8K
|
91.5K
$9.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-680- 2.33% |
$58.1K - $61.5K
|
28.5K
$2.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-700- 3.33% |
$59.8K - $63.3K
|
20.4K
$2.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-743- 5.47% |
$63.4K - $67.2K
|
12.8K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-830- 15.9% |
$70.9K - $75K
|
4.39K
$434K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-926- 0.69% |
$79.1K - $83.7K
|
134K
$13.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-927- 2.63% |
$79.2K - $83.8K
|
34.3K
$3.39M
|