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 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
684+ 17.57% |
$50.9K - $55.4K
|
4.58K
$453K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
684+ 17.57% |
$50.9K - $55.4K
|
4.58K
$453K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
674New |
$50.1K - $54.6K
|
674
$66.8K
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
670+ 9.73% |
$49.8K - $54.3K
|
7.56K
$749K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
630+ 8.23% |
$46.9K - $51.1K
|
8.28K
$821K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
613New |
$45.6K - $49.7K
|
613
$60.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
600+ 1.61% |
$44.6K - $48.6K
|
37.8K
$3.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
574+ 282.76% |
$42.7K - $46.5K
|
777
$77K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
526+ 3.18% |
$39.1K - $42.6K
|
17.1K
$1.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
512New |
$38.1K - $41.5K
|
512
$50.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
511New |
$38K - $41.4K
|
511
$50.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
466+ 4.63% |
$34.7K - $37.8K
|
10.5K
$1.04M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
456+ 0.21% |
$33.9K - $37K
|
217K
$21.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
456+ 0.5% |
$33.9K - $37K
|
91.2K
$9.03M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
437+ 13.32% |
$32.5K - $35.4K
|
3.72K
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
419+ 0.45% |
$31.2K - $34K
|
94.4K
$9.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
413+ 5.58% |
$30.7K - $33.5K
|
7.82K
$775K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
398+ 9.43% |
$29.6K - $32.3K
|
4.62K
$458K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
394+ 0.21% |
$29.3K - $31.9K
|
188K
$18.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
378+ 1.74% |
$28.1K - $30.6K
|
22K
$2.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
368+ 13.72% |
$27.4K - $29.8K
|
3.05K
$302K
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
291+ 4.46% |
$21.6K - $23.6K
|
6.81K
$675K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
285New |
$21.2K - $23.1K
|
285
$28.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
200+ 1.83% |
$14.9K - $16.2K
|
11.1K
$1.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
197+ 0.79% |
$14.7K - $16K
|
25.3K
$2.51M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
188+ 3.92% |
$14K - $15.2K
|
4.99K
$494K
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
178+ 0.72% |
$13.2K - $14.4K
|
25K
$2.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
177+ 3.87% |
$13.2K - $14.3K
|
4.75K
$470K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
177+ 0.68% |
$13.2K - $14.3K
|
26.1K
$2.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
165New |
$12.3K - $13.4K
|
165
$16.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
163+ 2.45% |
$12.1K - $13.2K
|
6.81K
$675K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
151+ 0.09% |
$11.2K - $12.2K
|
174K
$17.2M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
150+ 5.68% |
$11.2K - $12.2K
|
2.79K
$277K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
134+ 1.46% |
$9.97K - $10.9K
|
9.29K
$920K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
119+ 3.82% |
$8.85K - $9.64K
|
3.24K
$321K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
108+ 0.74% |
$8.03K - $8.75K
|
14.7K
$1.45M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
105+ 74.47% |
$7.81K - $8.51K
|
246
$24.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
102New |
$7.59K - $8.27K
|
102
$10.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
94+ 9.14% |
$6.99K - $7.62K
|
1.12K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
91+ 1.48% |
$6.77K - $7.37K
|
6.25K
$619K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
87+ 2.08% |
$6.47K - $7.05K
|
4.27K
$423K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
85+ 8.79% |
$6.32K - $6.89K
|
1.05K
$104K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
82+ 4.92% |
$6.1K - $6.65K
|
1.75K
$173K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
80+ 0.73% |
$5.95K - $6.48K
|
11.1K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
75+ 0.15% |
$5.58K - $6.08K
|
49.8K
$4.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
68+ 0.23% |
$5.06K - $5.51K
|
29.4K
$2.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
67+ 1.92% |
$4.98K - $5.43K
|
3.56K
$353K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
61+ 0.08% |
$4.54K - $4.94K
|
73.7K
$7.31M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
61+ 0.08% |
$4.54K - $4.94K
|
73.7K
$7.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
59+ 0.34% |
$4.39K - $4.78K
|
17.5K
$1.73M
|