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
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
58+ 0.62% |
$4.31K - $4.7K
|
9.38K
$930K
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
54+ 0.37% |
$4.02K - $4.38K
|
14.7K
$1.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
53New |
$3.94K - $4.3K
|
53
$5.25K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
48+ 16.0% |
$3.57K - $3.89K
|
348
$34.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
42New |
$3.12K - $3.4K
|
42
$4.16K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
40New |
$2.98K - $3.24K
|
40
$3.96K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
39+ 0.2% |
$2.9K - $3.16K
|
20K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
39+ 0.22% |
$2.9K - $3.16K
|
17.5K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
38+ 0.03% |
$2.83K - $3.08K
|
139K
$13.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
37+ 0.15% |
$2.75K - $3K
|
25.5K
$2.53M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
37+ 2.44% |
$2.75K - $3K
|
1.56K
$154K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
35+ 0.25% |
$2.6K - $2.84K
|
13.8K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
33+ 0.42% |
$2.45K - $2.67K
|
7.8K
$773K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
33+ 0.22% |
$2.45K - $2.67K
|
14.9K
$1.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33New |
$2.45K - $2.67K
|
33
$3.27K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
31+ 1.11% |
$2.31K - $2.51K
|
2.82K
$279K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
31+ 0.92% |
$2.31K - $2.51K
|
3.4K
$337K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28New |
$2.08K - $2.27K
|
28
$2.77K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
19+ 0.6% |
$1.41K - $1.54K
|
3.17K
$314K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
19New |
$1.41K - $1.54K
|
19
$1.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18New |
$1.34K - $1.46K
|
18
$1.78K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
13+ 0.09% |
$967 - $1.05K
|
14K
$1.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.38% |
$446 - $486
|
1.59K
$157K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.01% |
$372 - $405
|
52.8K
$5.23M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-5- 1.03% |
$372 - $405
|
479
$47.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6- 0.1% |
$446 - $486
|
6.15K
$609K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-10- 15.38% |
$744 - $810
|
55
$5.45K
|
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
SELL
|
- |
-13- 0.04% |
$967 - $1.05K
|
29.2K
$2.89M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-19- 0.36% |
$1.41K - $1.54K
|
5.28K
$523K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20- 1.81% |
$1.49K - $1.62K
|
1.08K
$107K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-26- 16.67% |
$1.93K - $2.11K
|
130
$12.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-36- 0.9% |
$2.68K - $2.92K
|
3.95K
$391K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-39- 0.54% |
$2.9K - $3.16K
|
7.16K
$710K
|
|
|
Oct 25, 2023
Q3 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-45- 0.26% |
$3.35K - $3.65K
|
17.2K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-51- 0.86% |
$3.79K - $4.13K
|
5.88K
$583K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-53- 2.92% |
$3.94K - $4.3K
|
1.77K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-56- 0.68% |
$4.17K - $4.54K
|
8.23K
$815K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-57- 1.79% |
$4.24K - $4.62K
|
3.12K
$309K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-59- 1.97% |
$4.39K - $4.78K
|
2.94K
$291K
|
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-69- 2.35% |
$5.13K - $5.59K
|
2.87K
$285K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-70Closed |
$5.21K - $5.67K
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-82- 1.81% |
$6.1K - $6.65K
|
4.45K
$441K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-83- 2.79% |
$6.17K - $6.73K
|
2.89K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-83- 9.63% |
$6.17K - $6.73K
|
779
$77.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-95- 2.52% |
$7.07K - $7.7K
|
3.67K
$364K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-98- 0.88% |
$7.29K - $7.94K
|
11K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-105- 0.8% |
$7.81K - $8.51K
|
13K
$1.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-114- 23.27% |
$8.48K - $9.24K
|
376
$37.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-125- 58.96% |
$9.3K - $10.1K
|
87
$8.62K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-129- 80.12% |
$9.6K - $10.5K
|
32
$3.17K
|