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 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-877- 3.8% |
$65.2K - $71.1K
|
22.2K
$2.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-884- 0.09% |
$65.8K - $71.6K
|
1.02M
$101M
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-908- 0.18% |
$67.5K - $73.6K
|
497K
$49.5M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-945- 17.79% |
$70.3K - $76.6K
|
4.37K
$435K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-950- 17.46% |
$70.7K - $77K
|
4.49K
$448K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-957- 5.22% |
$71.2K - $77.6K
|
17.4K
$1.73M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1K- 14.81% |
$74.4K - $81K
|
5.75K
$573K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.05K- 8.81% |
$78K - $85K
|
10.9K
$1.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.15K- 83.78% |
$85.3K - $93K
|
222
$22.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.24K- 20.32% |
$92K - $100K
|
4.85K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.24K- 0.67% |
$92.2K - $100K
|
183K
$18.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.41K- 3.2% |
$105K - $114K
|
42.5K
$4.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.5K- 21.16% |
$111K - $121K
|
5.59K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.5K- 5.51% |
$112K - $122K
|
25.7K
$2.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.67K- 19.15% |
$124K - $135K
|
7.05K
$703K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.68K- 0.37% |
$125K - $136K
|
457K
$45.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.7K- 11.94% |
$127K - $138K
|
12.6K
$1.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.71K- 0.82% |
$127K - $139K
|
207K
$20.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.77K- 2.6% |
$131K - $143K
|
66K
$6.58M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.81K- 2.16% |
$135K - $147K
|
82.1K
$8.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1.91K- 9.01% |
$142K - $154K
|
19.3K
$1.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-2.05K- 2.11% |
$152K - $166K
|
94.8K
$9.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-2.12K- 0.67% |
$158K - $172K
|
315K
$31.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.13K- 1.04% |
$158K - $172K
|
203K
$20.3M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 3.22% |
$158K - $173K
|
63.9K
$6.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.13K- 2.66% |
$158K - $173K
|
77.8K
$7.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.26K- 0.86% |
$168K - $183K
|
259K
$25.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.3K- 3.12% |
$171K - $186K
|
71.2K
$7.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.31K- 12.01% |
$172K - $187K
|
16.9K
$1.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.32K- 1.88% |
$173K - $188K
|
121K
$12.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.33K- 43.85% |
$173K - $189K
|
2.98K
$297K
|
|
|
Nov 08, 2023
Q3 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-2.44K- 1.85% |
$181K - $197K
|
130K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.63K- 69.13% |
$195K - $213K
|
1.17K
$117K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.78K- 3.5% |
$206K - $225K
|
76.6K
$7.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.78K- 4.55% |
$207K - $225K
|
58.3K
$5.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.85K- 5.9% |
$212K - $231K
|
45.4K
$4.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.87K- 51.02% |
$213K - $233K
|
2.76K
$275K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-2.9K- 37.53% |
$215K - $235K
|
4.82K
$480K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3K- 31.39% |
$223K - $243K
|
6.55K
$653K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.02K- 39.42% |
$225K - $245K
|
4.64K
$463K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.06K- 11.61% |
$228K - $248K
|
23.3K
$2.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.07K- 4.54% |
$228K - $249K
|
64.6K
$6.44M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.12K- 53.45% |
$232K - $253K
|
2.72K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.12K- 2.61% |
$232K - $253K
|
117K
$11.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-3.23K- 5.85% |
$240K - $262K
|
52K
$5.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.76K- 66.08% |
$279K - $304K
|
1.93K
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.83K- 51.82% |
$285K - $311K
|
3.56K
$355K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-3.87K- 31.97% |
$288K - $314K
|
8.24K
$821K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.9K- 12.1% |
$290K - $316K
|
28.4K
$2.83M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.95K- 8.64% |
$294K - $320K
|
41.8K
$4.16M
|