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
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-564- 1.76% |
$49.4K - $53.9K
|
31.5K
$2.97M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-568- 2.87% |
$49.7K - $54.2K
|
19.2K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-569- 1.03% |
$49.8K - $54.3K
|
54.5K
$5.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-573- 4.47% |
$50.2K - $54.7K
|
12.3K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-578- 11.61% |
$50.6K - $55.2K
|
4.4K
$415K
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-585- 1.71% |
$51.2K - $55.9K
|
33.6K
$3.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-587- 12.54% |
$51.4K - $56.1K
|
4.09K
$386K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-625- 2.61% |
$54.7K - $59.7K
|
23.3K
$2.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-634- 1.47% |
$55.5K - $60.5K
|
42.6K
$4.02M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-650- 16.83% |
$56.9K - $62.1K
|
3.21K
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-652- 2.32% |
$57.1K - $62.3K
|
27.5K
$2.59M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-663- 0.83% |
$58.1K - $63.3K
|
79.3K
$7.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-698- 4.11% |
$61.1K - $66.7K
|
16.3K
$1.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-709- 23.66% |
$62.1K - $67.7K
|
2.29K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-773- 4.47% |
$67.7K - $73.8K
|
16.5K
$1.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-775- 24.32% |
$67.9K - $74K
|
2.41K
$227K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-803- 9.34% |
$70.3K - $76.7K
|
7.8K
$735K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-815- 23.7% |
$71.4K - $77.8K
|
2.62K
$247K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-860- 17.82% |
$75.3K - $82.1K
|
3.97K
$374K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-872- 17.93% |
$76.4K - $83.3K
|
3.99K
$376K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-885- 67.66% |
$77.5K - $84.5K
|
423
$39.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-911- 0.64% |
$79.8K - $87K
|
141K
$13.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-925- 2.54% |
$81K - $88.3K
|
35.5K
$3.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-953- 1.89% |
$83.4K - $91K
|
49.4K
$4.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-981- 3.9% |
$85.9K - $93.7K
|
24.2K
$2.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-989- 98.51% |
$86.6K - $94.4K
|
15
$1.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-989- 2.45% |
$86.6K - $94.4K
|
39.4K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-993- 1.9% |
$86.9K - $94.8K
|
51.3K
$4.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.01K- 26.02% |
$88K - $96K
|
2.86K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.03K- 1.38% |
$89.9K - $98.1K
|
73.3K
$6.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.11K- 29.05% |
$97.4K - $106K
|
2.72K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.16K- 4.94% |
$101K - $110K
|
22.2K
$2.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.27K- 1.88% |
$111K - $121K
|
66.2K
$6.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.35K- 5.18% |
$119K - $129K
|
24.8K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.36K- 5.27% |
$119K - $130K
|
24.4K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.36K- 11.69% |
$119K - $130K
|
10.2K
$966K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.36K- 22.57% |
$119K - $130K
|
4.68K
$441K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.37K- 3.59% |
$120K - $131K
|
36.8K
$3.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.39K- 0.98% |
$122K - $133K
|
141K
$13.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.47K- 0.46% |
$128K - $140K
|
314K
$29.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 2.42% |
$138K - $150K
|
63.4K
$5.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.6K- 2.57% |
$140K - $152K
|
60.4K
$5.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-1.61K- 3.58% |
$141K - $154K
|
43.3K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.67K- 3.15% |
$146K - $159K
|
51.4K
$4.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.71K- 4.48% |
$149K - $163K
|
36.4K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.72K- 19.88% |
$151K - $165K
|
6.94K
$655K
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.72K- 0.84% |
$151K - $165K
|
203K
$19.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.74K- 1.29% |
$153K - $166K
|
133K
$12.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.83K- 13.4% |
$160K - $174K
|
11.8K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.05K- 15.48% |
$179K - $195K
|
11.2K
$1.05M
|