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
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.91K+ 103.08% |
$167K - $182K
|
3.76K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.78K+ 3.24% |
$156K - $170K
|
56.8K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.73K+ 1.4% |
$151K - $165K
|
125K
$11.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.64K+ 1.07% |
$144K - $157K
|
155K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.6K+ 11.03% |
$140K - $152K
|
16.1K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.59K+ 14.08% |
$139K - $152K
|
12.9K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.58K+ 16.31% |
$139K - $151K
|
11.3K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.56K+ 14.41% |
$137K - $149K
|
12.4K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.55K+ 6.62% |
$135K - $148K
|
24.9K
$2.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.52K+ 3.15% |
$133K - $145K
|
49.8K
$4.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.52K+ 3.68% |
$133K - $145K
|
42.9K
$4.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.5K+ 9.38% |
$132K - $143K
|
17.5K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.34K+ 30.57% |
$117K - $128K
|
5.73K
$540K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.33K+ 28.67% |
$117K - $127K
|
5.99K
$565K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.28K+ 1.31% |
$112K - $122K
|
99.1K
$9.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.24K+ 2.15% |
$109K - $119K
|
59K
$5.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.24K+ 50.12% |
$109K - $118K
|
3.71K
$350K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.21K+ 2.02% |
$106K - $115K
|
61K
$5.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.21K+ 13.58% |
$106K - $115K
|
10.1K
$951K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.18K+ 7.11% |
$104K - $113K
|
17.8K
$1.68M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.17K+ 5.67% |
$103K - $112K
|
21.8K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.14KNew |
$100K - $109K
|
1.14K
$108K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.14K+ 5.1% |
$99.8K - $109K
|
23.5K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.04K+ 1.78% |
$90.7K - $98.9K
|
59.1K
$5.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.01K+ 4.5% |
$88.4K - $96.4K
|
23.4K
$2.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
994+ 0.18% |
$87K - $94.9K
|
556K
$52.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
924+ 2.69% |
$80.9K - $88.2K
|
35.2K
$3.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
900+ 2.3% |
$78.8K - $85.9K
|
40.1K
$3.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
893+ 1.61% |
$78.2K - $85.3K
|
56.3K
$5.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
889+ 0.72% |
$77.8K - $84.9K
|
124K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
888New |
$77.8K - $84.8K
|
888
$83.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
869+ 20.77% |
$76.1K - $83K
|
5.05K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
830+ 19.09% |
$72.7K - $79.3K
|
5.18K
$488K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
803+ 0.14% |
$70.3K - $76.7K
|
568K
$53.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
801New |
$70.1K - $76.5K
|
801
$75.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
798+ 30.55% |
$69.9K - $76.2K
|
3.41K
$322K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
777New |
$68K - $74.2K
|
777
$73.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
710New |
$62.2K - $67.8K
|
710
$67K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
666+ 7.67% |
$58.3K - $63.6K
|
9.35K
$882K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
650New |
$56.9K - $62.1K
|
650
$61.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
624+ 5.45% |
$54.6K - $59.6K
|
12.1K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
613New |
$53.7K - $58.5K
|
613
$57.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
582+ 2.65% |
$51K - $55.6K
|
22.5K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
549+ 16.39% |
$48.1K - $52.4K
|
3.9K
$368K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
545+ 0.06% |
$47.7K - $52K
|
976K
$92.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
544+ 5.5% |
$47.6K - $51.9K
|
10.4K
$984K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
527+ 0.61% |
$46.1K - $50.3K
|
86.8K
$8.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
513+ 1.51% |
$44.9K - $49K
|
34.4K
$3.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
512New |
$44.8K - $48.9K
|
512
$48.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
505New |
$44.2K - $48.2K
|
505
$47.6K
|