Purchases and Sales Made in Q3 2023 in Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

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
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
3.49K
New
$260K - $283K
3.49K $348K
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
3.27K
+ 1.66%
$243K - $265K
201K $20M
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
3.26K
New
$242K - $264K
3.26K $325K
Nov 06, 2023 Q3 2023
Running Point Capital Advisors, LLC

BUY
 -
3.23K
New
$240K - $262K
3.23K $322K
Feb 15, 2024 Q3 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
3.07K
+ 58.86%
$228K - $249K
8.28K $825K
Oct 17, 2023 Q3 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
2.91K
New
$217K - $236K
2.91K $290K
Oct 24, 2023 Q3 2023
Drake & Associates, LLC

Waukesha, WI
BUY
 -
2.9K
+ 1.32%
$216K - $235K
222K $22.2M
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
2.88K
New
$214K - $234K
2.88K $287K
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
2.88K
+ 11.13%
$214K - $233K
28.8K $2.87M
Oct 31, 2023 Q3 2023
Jmg Financial Group, Ltd.

BUY
 -
2.81K
New
$209K - $227K
2.81K $280K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
2.77K
+ 373.65%
$206K - $224K
3.51K $349K
Nov 09, 2023 Q3 2023
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
2.71K
New
$202K - $220K
2.71K $270K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.58K
+ 2.35%
$192K - $209K
112K $11.2M
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
2.56K
+ 70.87%
$190K - $207K
6.17K $615K
Nov 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
2.42K
+ 58.84%
$180K - $196K
6.54K $652K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2.39K
+ 52.71%
$178K - $194K
6.93K $691K
Oct 24, 2023 Q3 2023
Bailard, Inc.

BUY
 -
2.3K
+ 5.55%
$171K - $186K
43.7K $4.35M
Oct 16, 2023 Q3 2023
Hilltop Wealth Advisors, LLC

BUY
 -
2.28K
+ 7.91%
$169K - $185K
31.1K $3.1M
Oct 24, 2023 Q3 2023
Sky Oak Wealth, LLC

BUY
 -
2.27K
+ 1.31%
$169K - $184K
176K $17.5M
Nov 13, 2023 Q3 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
2.25K
+ 24.79%
$167K - $182K
11.3K $1.13M
Nov 22, 2023 Q3 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
2.2K
+ 44.16%
$163K - $178K
7.17K $715K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2.19K
+ 11.09%
$163K - $178K
22K $2.19M
Nov 03, 2023 Q3 2023
Carl P. Sherr & Co., LLC

BUY
 -
2.17K
+ 1.58%
$161K - $176K
140K $13.9M
Nov 02, 2023 Q3 2023
F Dx Advisors, Inc.

BUY
 -
2.04K
+ 24.57%
$151K - $165K
10.3K $1.03M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
1.95K
+ 2.18%
$145K - $158K
91.4K $9.11M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
1.83K
+ 1.13%
$136K - $148K
164K $16.3M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.79K
+ 10.75%
$133K - $145K
18.4K $1.84M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
1.63K
+ 0.12%
$121K - $132K
1.37M $136M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
1.55K
+ 3.54%
$115K - $125K
45.2K $4.51M
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
1.46K
New
$109K - $119K
1.46K $146K
Nov 07, 2023 Q3 2023
Zions Bancorporation, N.A.

BUY
 -
1.43K
New
$106K - $116K
1.43K $142K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
1.41K
+ 8.57%
$105K - $114K
17.9K $1.78M
Nov 14, 2023 Q3 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
1.4K
+ 0.34%
$104K - $114K
411K $40.9M
Nov 13, 2023 Q3 2023
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
1.4K
+ 1.3%
$104K - $113K
109K $10.9M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
1.31K
+ 67.93%
$97.7K - $106K
3.25K $324K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.18K
+ 2.8%
$88.1K - $96K
43.5K $4.34M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
1.13K
+ 2965.79%
$83.8K - $91.3K
1.17K $116K
Oct 30, 2023 Q3 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
1.01K
+ 6.51%
$75.2K - $81.9K
16.5K $1.65M
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1K
+ 190.67%
$74.5K - $81.1K
1.53K $152K
Oct 13, 2023 Q3 2023
Mascoma Wealth Management LLC

BUY
 -
982
+ 5.97%
$73K - $79.6K
17.4K $1.74M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
947
+ 32.38%
$70.4K - $76.7K
3.87K $386K
Oct 25, 2023 Q3 2023
Crescent Grove Advisors, LLC

BUY
 -
900
+ 0.56%
$66.9K - $72.9K
161K $16M
Oct 26, 2023 Q3 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
899
+ 6.3%
$66.9K - $72.9K
15.2K $1.51M
Nov 13, 2023 Q3 2023
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
737
+ 0.55%
$54.8K - $59.7K
135K $13.4M
Nov 13, 2023 Q3 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
709
+ 0.56%
$52.7K - $57.5K
127K $12.6M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
701
+ 23.52%
$52.1K - $56.8K
3.68K $367K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
700
New
$52.1K - $56.7K
700 $69.8K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
698
+ 1.69%
$51.9K - $56.6K
42.1K $4.19M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
684
+ 17.57%
$50.9K - $55.4K
4.58K $456K

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