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 24, 2023 Q3 2023
Defined Wealth Management, LLC

BUY
 -
3.63K
+ 7.85%
$270K - $294K
49.8K $4.93M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
3.49K
New
$260K - $283K
3.49K $346K
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
3.27K
+ 1.66%
$243K - $265K
201K $19.9M
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
3.26K
New
$242K - $264K
3.26K $323K
Nov 06, 2023 Q3 2023
Running Point Capital Advisors, LLC

BUY
 -
3.23K
New
$240K - $262K
3.23K $320K
Feb 15, 2024 Q3 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
3.07K
+ 58.86%
$228K - $249K
8.28K $820K
Oct 17, 2023 Q3 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
2.91K
New
$217K - $236K
2.91K $289K
Oct 24, 2023 Q3 2023
Drake & Associates, LLC

Waukesha, WI
BUY
 -
2.9K
+ 1.32%
$216K - $235K
222K $22M
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
2.88K
New
$214K - $234K
2.88K $286K
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
2.88K
+ 11.13%
$214K - $233K
28.8K $2.85M
Oct 23, 2023 Q3 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
2.8K
New
$208K - $227K
2.8K $277K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
2.77K
+ 373.65%
$206K - $224K
3.51K $347K
Nov 09, 2023 Q3 2023
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
2.71K
New
$202K - $220K
2.71K $269K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.58K
+ 2.35%
$192K - $209K
112K $11.1M
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
2.56K
+ 70.87%
$190K - $207K
6.17K $611K
Nov 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
2.42K
+ 58.84%
$180K - $196K
6.54K $648K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2.39K
+ 52.71%
$178K - $194K
6.93K $687K
Oct 24, 2023 Q3 2023
Bailard, Inc.

BUY
 -
2.3K
+ 5.55%
$171K - $186K
43.7K $4.33M
Oct 16, 2023 Q3 2023
Hilltop Wealth Advisors, LLC

BUY
 -
2.28K
+ 7.91%
$169K - $185K
31.1K $3.08M
Oct 24, 2023 Q3 2023
Sky Oak Wealth, LLC

BUY
 -
2.27K
+ 1.31%
$169K - $184K
176K $17.4M
Nov 13, 2023 Q3 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
2.25K
+ 24.79%
$167K - $182K
11.3K $1.12M
Nov 22, 2023 Q3 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
2.2K
+ 44.16%
$163K - $178K
7.17K $711K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2.19K
+ 11.09%
$163K - $178K
22K $2.18M
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 $1.02M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
1.95K
+ 2.18%
$145K - $158K
91.4K $9.05M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
1.83K
+ 1.13%
$136K - $148K
164K $16.2M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.79K
+ 10.75%
$133K - $145K
18.4K $1.83M
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 $4.48M
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
1.46K
New
$109K - $119K
1.46K $145K
Nov 07, 2023 Q3 2023
Zions Bancorporation, N.A.

BUY
 -
1.43K
New
$106K - $116K
1.43K $141K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
1.41K
+ 8.57%
$105K - $114K
17.9K $1.77M
Nov 14, 2023 Q3 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
1.4K
+ 0.34%
$104K - $114K
411K $40.7M
Nov 13, 2023 Q3 2023
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
1.4K
+ 1.3%
$104K - $113K
109K $10.8M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
1.31K
+ 67.93%
$97.7K - $106K
3.25K $322K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.18K
+ 2.8%
$88.1K - $96K
43.5K $4.31M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
1.13K
+ 2965.79%
$83.8K - $91.3K
1.17K $115K
Oct 30, 2023 Q3 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
1.01K
+ 6.51%
$75.2K - $81.9K
16.5K $1.64M
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1K
+ 190.67%
$74.5K - $81.1K
1.53K $151K
Oct 13, 2023 Q3 2023
Mascoma Wealth Management LLC

BUY
 -
982
+ 5.97%
$73K - $79.6K
17.4K $1.73M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
947
+ 32.38%
$70.4K - $76.7K
3.87K $384K
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 $1.5M
Nov 13, 2023 Q3 2023
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
737
+ 0.55%
$54.8K - $59.7K
135K $13.3M
Nov 13, 2023 Q3 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
709
+ 0.56%
$52.7K - $57.5K
127K $12.5M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
701
+ 23.52%
$52.1K - $56.8K
3.68K $365K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
700
New
$52.1K - $56.7K
700 $69.3K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
698
+ 1.69%
$51.9K - $56.6K
42.1K $4.17M

Track Institutional and Insider Activities on IUSV

Follow ISHARES CORE S&P U.S. VALUE ET and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IUSV shares.

Notify only if

Insider Trading

Get notified when an Ishares Core S&P U.S. Value Et insider buys or sells IUSV shares.

Notify only if

News

Receive news related to ISHARES CORE S&P U.S. VALUE ET

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IUSV