Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
901KNew |
$67M - $73M
|
901K
$89.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
519KNew |
$38.6M - $42M
|
519K
$51.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
322K+ 42.56% |
$24M - $26.1M
|
1.08M
$107M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
298K+ 14.29% |
$22.2M - $24.2M
|
2.38M
$236M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
287K+ 53.29% |
$21.4M - $23.3M
|
826K
$81.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
250KNew |
$18.6M - $20.3M
|
250K
$24.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
184K+ 67.4% |
$13.7M - $14.9M
|
457K
$45.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
177KNew |
$13.1M - $14.3M
|
177K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
163K+ 1.43% |
$12.1M - $13.2M
|
11.6M
$1.14B
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
135K+ 4508.52% |
$10M - $10.9M
|
138K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
121K+ 59.07% |
$8.98M - $9.78M
|
325K
$32.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
104K+ 56.17% |
$7.72M - $8.41M
|
288K
$28.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
99.9K+ 77.36% |
$7.43M - $8.1M
|
229K
$22.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
94.9K+ 2.42% |
$7.06M - $7.69M
|
4.02M
$398M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.8K+ 14.72% |
$6.53M - $7.12M
|
684K
$67.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83.3K+ 17.44% |
$6.2M - $6.75M
|
561K
$55.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.5K+ 7.53% |
$4.2M - $4.58M
|
807K
$80M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
53.8K+ 11.59% |
$4M - $4.36M
|
518K
$51.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.1K+ 5.05% |
$3.95M - $4.3M
|
1.1M
$109M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
52.6K+ 45.23% |
$3.91M - $4.26M
|
169K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.3K+ 65.0% |
$3.74M - $4.08M
|
128K
$12.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
49K+ 24.89% |
$3.65M - $3.97M
|
246K
$24.4M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
48.3KNew |
$3.59M - $3.91M
|
48.3K
$4.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42.3K+ 50.88% |
$3.14M - $3.43M
|
125K
$12.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
39.1K+ 1.71% |
$2.91M - $3.17M
|
2.32M
$230M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
35K+ 961.12% |
$2.61M - $2.84M
|
38.7K
$3.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.9K+ 12.92% |
$2.45M - $2.67M
|
288K
$28.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.8K+ 3.87% |
$2.22M - $2.42M
|
800K
$79.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
29.8K+ 10.08% |
$2.21M - $2.41M
|
325K
$32.2M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
28.4K+ 30.83% |
$2.11M - $2.3M
|
121K
$11.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
25.8K+ 5.08% |
$1.92M - $2.09M
|
534K
$52.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
24.3K+ 7.79% |
$1.81M - $1.97M
|
337K
$33.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
23.6KNew |
$1.76M - $1.91M
|
23.6K
$2.34M
|
|
|
Aug 07, 2025
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
22.2K+ 18.45% |
$1.65M - $1.8M
|
143K
$14.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
21.9KNew |
$1.63M - $1.78M
|
21.9K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.5K+ 191.51% |
$1.6M - $1.74M
|
32.7K
$3.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.7K+ 46.23% |
$1.54M - $1.68M
|
65.6K
$6.5M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
19.3KNew |
$1.44M - $1.56M
|
19.3K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.4K+ 3.51% |
$1.37M - $1.49M
|
543K
$53.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
17.4K+ 4.64% |
$1.3M - $1.41M
|
393K
$38.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.9K+ 460.4% |
$1.25M - $1.37M
|
20.5K
$2.03M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16.4K+ 4.71% |
$1.22M - $1.33M
|
364K
$36.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16.4K+ 4.71% |
$1.22M - $1.33M
|
364K
$36.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16K+ 2.4% |
$1.19M - $1.3M
|
683K
$67.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.5K+ 39.46% |
$1.08M - $1.17M
|
51.2K
$5.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14.1K+ 16.2% |
$1.05M - $1.14M
|
101K
$9.99M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
13.5K+ 132.27% |
$1M - $1.09M
|
23.7K
$2.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
13.4K+ 2.71% |
$1M - $1.09M
|
510K
$50.5M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.2K+ 12.99% |
$980K - $1.07M
|
115K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13K+ 4.32% |
$963K - $1.05M
|
313K
$31M
|