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 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-934- 13.55% |
$79.8K - $84.5K
|
5.96K
$595K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-934- 1.15% |
$79.8K - $84.5K
|
80K
$7.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 1.89% |
$86.2K - $91.3K
|
52.3K
$5.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.03K- 9.47% |
$88K - $93.1K
|
9.85K
$983K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.04K- 7.46% |
$88.6K - $93.9K
|
12.9K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.06K- 4.09% |
$90.7K - $96K
|
24.9K
$2.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.08K- 1.99% |
$92K - $97.4K
|
53K
$5.3M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 2.06% |
$107K - $113K
|
59.7K
$5.96M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.28K- 16.51% |
$109K - $116K
|
6.48K
$647K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.31K- 0.95% |
$112K - $118K
|
137K
$13.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.31K- 1.76% |
$112K - $119K
|
73.4K
$7.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.36K- 1.49% |
$116K - $123K
|
89.7K
$8.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.41K- 1.86% |
$121K - $128K
|
74.3K
$7.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-1.46K- 1.02% |
$124K - $132K
|
142K
$14.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.6K- 4.35% |
$137K - $145K
|
35.3K
$3.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.6K- 2.44% |
$137K - $145K
|
64.1K
$6.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.61K- 6.02% |
$138K - $146K
|
25.1K
$2.51M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.71K- 59.01% |
$146K - $155K
|
1.19K
$119K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.74K- 26.96% |
$149K - $158K
|
4.72K
$472K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.91K- 0.2% |
$163K - $173K
|
976K
$97.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.93K- 19.83% |
$164K - $174K
|
7.78K
$777K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.94K- 3.7% |
$165K - $175K
|
50.4K
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.98K- 2.77% |
$169K - $179K
|
69.7K
$6.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.02K- 2.57% |
$172K - $182K
|
76.5K
$7.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.06K- 0.36% |
$176K - $187K
|
567K
$56.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.13K- 1.56% |
$182K - $193K
|
135K
$13.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.13K- 5.25% |
$182K - $193K
|
38.5K
$3.85M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.35K- 40.58% |
$201K - $212K
|
3.44K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.42K- 2.05% |
$206K - $218K
|
116K
$11.5M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.6K- 1.13% |
$222K - $235K
|
227K
$22.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.62K- 39.51% |
$224K - $237K
|
4.01K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.65K- 13.31% |
$226K - $240K
|
17.3K
$1.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.74K- 1.57% |
$234K - $248K
|
172K
$17.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.86K- 1.97% |
$244K - $259K
|
142K
$14.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.89K- 25.18% |
$247K - $262K
|
8.6K
$859K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.93K- 4.81% |
$250K - $265K
|
58K
$5.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.97K- 0.4% |
$253K - $268K
|
731K
$73M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.98K- 3.88% |
$255K - $270K
|
74K
$7.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3.03K- 4.83% |
$259K - $274K
|
59.8K
$5.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.15K- 42.74% |
$269K - $285K
|
4.22K
$422K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.49K- 0.64% |
$298K - $316K
|
540K
$53.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.81K- 63.9% |
$325K - $344K
|
2.15K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-4K- 46.92% |
$342K - $362K
|
4.53K
$452K
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-4.03K- 41.32% |
$344K - $365K
|
5.73K
$572K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.14K- 8.53% |
$353K - $374K
|
44.3K
$4.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.31K- 6.17% |
$368K - $389K
|
65.5K
$6.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.41K- 46.12% |
$377K - $399K
|
5.15K
$514K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4.87K- 3.72% |
$416K - $441K
|
126K
$12.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.9K- 18.44% |
$418K - $443K
|
21.7K
$2.16M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5K- 4.31% |
$427K - $452K
|
111K
$11.1M
|