Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.29M+ 3.62% |
$201M - $219M
|
65.6M
$6.5B
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
826K+ 10714.05% |
$72.4M - $78.9M
|
834K
$82.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
806K+ 53.19% |
$70.6M - $77M
|
2.32M
$230M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
418K+ 3.23% |
$36.6M - $39.9M
|
13.4M
$1.32B
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
380K+ 10.85% |
$33.3M - $36.3M
|
3.88M
$385M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
377K+ 57.31% |
$33.1M - $36M
|
1.04M
$103M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
310K+ 6.72% |
$27.1M - $29.6M
|
4.91M
$487M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
297KNew |
$26M - $28.3M
|
297K
$29.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
224KNew |
$19.6M - $21.4M
|
224K
$22.2M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
219K+ 13.34% |
$19.2M - $20.9M
|
1.86M
$185M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
219K+ 13.34% |
$19.2M - $20.9M
|
1.86M
$185M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
139KNew |
$12.2M - $13.3M
|
139K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
124K+ 19.33% |
$10.8M - $11.8M
|
764K
$75.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
115K+ 79.18% |
$10M - $11M
|
260K
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
96.6K+ 46.06% |
$8.45M - $9.22M
|
306K
$30.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
95.3KNew |
$8.35M - $9.1M
|
95.3K
$9.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
82.3K+ 11.27% |
$7.21M - $7.86M
|
813K
$80.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72.4K+ 43.26% |
$6.34M - $6.91M
|
240K
$23.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.3K+ 1.67% |
$6.07M - $6.62M
|
4.21M
$417M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
65.4K+ 1154.77% |
$5.72M - $6.24M
|
71K
$7.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65.3K+ 13.12% |
$5.71M - $6.23M
|
563K
$55.7M
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.4K+ 0.65% |
$4.85M - $5.29M
|
8.63M
$855M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.4K+ 0.65% |
$4.85M - $5.29M
|
8.63M
$855M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
54.7KNew |
$4.79M - $5.22M
|
54.7K
$5.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
51.6K+ 12.07% |
$4.52M - $4.93M
|
479K
$47.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
50.8K+ 7.85% |
$4.45M - $4.86M
|
698K
$69.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
45.1K+ 934.15% |
$3.94M - $4.3M
|
49.9K
$4.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.4K+ 4.28% |
$3.71M - $4.05M
|
1.03M
$102M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
42.4K+ 316.66% |
$3.71M - $4.05M
|
55.7K
$5.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
42.3K+ 31.76% |
$3.7M - $4.04M
|
175K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
38.2K+ 138.21% |
$3.35M - $3.65M
|
65.9K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
38.1K+ 22.16% |
$3.34M - $3.64M
|
210K
$20.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37.5K+ 0.88% |
$3.29M - $3.59M
|
4.31M
$427M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.1K+ 28.94% |
$2.9M - $3.16M
|
148K
$14.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
28.9K+ 63.04% |
$2.53M - $2.76M
|
74.7K
$7.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.5KNew |
$2.41M - $2.63M
|
27.5K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
27.3K+ 25.93% |
$2.39M - $2.61M
|
133K
$13.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
27.1KNew |
$2.37M - $2.59M
|
27.1K
$2.69M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
26.4K+ 159.45% |
$2.31M - $2.52M
|
43K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
25.6KNew |
$2.24M - $2.45M
|
25.6K
$2.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.5K+ 10.94% |
$2.23M - $2.43M
|
258K
$25.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.4K+ 1.56% |
$1.96M - $2.14M
|
1.46M
$144M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
22.1KNew |
$1.93M - $2.11M
|
22.1K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.8K+ 13.46% |
$1.91M - $2.08M
|
184K
$18.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
19.4K+ 11.76% |
$1.7M - $1.85M
|
184K
$18.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.3K+ 2.47% |
$1.69M - $1.84M
|
802K
$79.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18.1K+ 12.67% |
$1.59M - $1.73M
|
161K
$16M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
17.5K+ 8.72% |
$1.53M - $1.67M
|
219K
$21.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
16.6KNew |
$1.45M - $1.58M
|
16.6K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.1K+ 1.24% |
$1.32M - $1.44M
|
1.23M
$122M
|