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 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
489+ 4.97% |
$42.8K - $46.7K
|
10.3K
$974K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
474+ 67.14% |
$41.5K - $45.3K
|
1.18K
$111K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
421+ 2.02% |
$36.9K - $40.2K
|
21.2K
$2M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
402+ 1.28% |
$35.2K - $38.4K
|
31.9K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
401+ 1.46% |
$35.1K - $38.3K
|
27.8K
$2.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
371+ 10.84% |
$32.5K - $35.4K
|
3.79K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
370+ 15.64% |
$32.4K - $35.3K
|
2.74K
$258K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
340New |
$29.8K - $32.5K
|
340
$32.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
303+ 891.18% |
$26.5K - $28.9K
|
337
$31.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
301+ 0.48% |
$26.4K - $28.7K
|
62.5K
$5.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
301+ 2.36% |
$26.4K - $28.7K
|
13K
$1.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
289+ 1.33% |
$25.3K - $27.6K
|
21.9K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
278+ 11.73% |
$24.3K - $26.5K
|
2.65K
$250K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
278+ 0.38% |
$24.3K - $26.5K
|
74.2K
$7M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
272+ 17.48% |
$23.8K - $26K
|
1.83K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
263+ 1.83% |
$23K - $25.1K
|
14.7K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
240New |
$21K - $22.9K
|
240
$22.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
236+ 21.71% |
$20.7K - $22.5K
|
1.32K
$125K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
234+ 0.87% |
$20.5K - $22.3K
|
27.1K
$2.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
228+ 2.71% |
$20K - $21.8K
|
8.64K
$815K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
220New |
$19.3K - $21K
|
220
$20.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
213+ 3.06% |
$18.7K - $20.3K
|
7.18K
$677K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
199+ 2.07% |
$17.4K - $19K
|
9.8K
$924K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
199+ 1.54% |
$17.4K - $19K
|
13.1K
$1.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
195+ 1.15% |
$17.1K - $18.6K
|
17.2K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
186+ 37.73% |
$16.3K - $17.8K
|
679
$64K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
181+ 6.36% |
$15.8K - $17.3K
|
3.03K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
170+ 0.28% |
$14.9K - $16.2K
|
60.6K
$5.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
160+ 1.19% |
$14K - $15.3K
|
13.7K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
150New |
$13.1K - $14.3K
|
150
$14.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
143+ 0.17% |
$12.5K - $13.7K
|
83K
$7.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
131New |
$11.5K - $12.5K
|
131
$12.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
127+ 2.64% |
$11.1K - $12.1K
|
4.95K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
127+ 0.29% |
$11.1K - $12.1K
|
44.2K
$4.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
125+ 14.08% |
$10.9K - $11.9K
|
1.01K
$95.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
123+ 0.61% |
$10.8K - $11.7K
|
20.2K
$1.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
104+ 0.44% |
$9.11K - $9.93K
|
23.6K
$2.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
104+ 0.85% |
$9.11K - $9.93K
|
12.3K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
102+ 2.32% |
$8.93K - $9.74K
|
4.5K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
96+ 0.76% |
$8.41K - $9.17K
|
12.7K
$1.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
89+ 0.64% |
$7.79K - $8.5K
|
14K
$1.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
89+ 2.86% |
$7.79K - $8.5K
|
3.2K
$302K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
89+ 445.0% |
$7.79K - $8.5K
|
109
$10.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
87New |
$7.62K - $8.31K
|
87
$8.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
87New |
$7.62K - $8.31K
|
87
$8.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
80+ 0.54% |
$7K - $7.64K
|
14.8K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
78+ 0.61% |
$6.83K - $7.45K
|
12.9K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
75+ 0.44% |
$6.57K - $7.16K
|
17.2K
$1.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
71+ 2.36% |
$6.22K - $6.78K
|
3.08K
$290K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
66+ 14.57% |
$5.78K - $6.3K
|
519
$48.9K
|