Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-6.58K- 15.58% |
$470K - $557K
|
35.7K
$3.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.66K- 49.44% |
$476K - $563K
|
6.81K
$675K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.78K- 3.6% |
$484K - $573K
|
181K
$18M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.16K- 13.96% |
$511K - $605K
|
44.1K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.86K- 3.93% |
$562K - $665K
|
192K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-8.09K- 16.31% |
$578K - $684K
|
41.5K
$4.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.79K- 1.7% |
$629K - $744K
|
510K
$50.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.86K- 13.5% |
$633K - $749K
|
56.8K
$5.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-9.53K- 2.3% |
$681K - $806K
|
405K
$40.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-9.88K- 6.14% |
$706K - $836K
|
151K
$15M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-10.1K- 42.67% |
$722K - $854K
|
13.6K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-10.4K- 17.02% |
$744K - $881K
|
50.7K
$5.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-10.5K- 2.06% |
$750K - $887K
|
499K
$49.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-11.5K- 42.64% |
$824K - $975K
|
15.5K
$1.54M
|
|
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.1K- 69.4% |
$862K - $1.02M
|
5.32K
$527K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.1K- 69.4% |
$862K - $1.02M
|
5.32K
$527K
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-13.4K- 54.53% |
$959K - $1.14M
|
11.2K
$1.11M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13.7K- 6.31% |
$979K - $1.16M
|
203K
$20.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-14K- 48.55% |
$1M - $1.19M
|
14.9K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-16.6K- 11.16% |
$1.19M - $1.41M
|
132K
$13.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-17.2K- 18.86% |
$1.23M - $1.46M
|
74.2K
$7.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-17.4K- 38.41% |
$1.25M - $1.48M
|
28K
$2.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-17.9K- 6.52% |
$1.28M - $1.52M
|
257K
$25.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-18K- 4.39% |
$1.29M - $1.53M
|
392K
$38.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.8K- 24.59% |
$1.35M - $1.59M
|
57.7K
$5.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.2K- 7.81% |
$1.45M - $1.71M
|
239K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-23.7K- 72.51% |
$1.7M - $2.01M
|
9K
$892K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-24K- 71.29% |
$1.71M - $2.03M
|
9.66K
$957K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24.4K- 8.51% |
$1.75M - $2.07M
|
262K
$26M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-24.6K- 14.2% |
$1.76M - $2.08M
|
148K
$14.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-28K- 1.41% |
$2M - $2.37M
|
1.96M
$194M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-31.2K- 2.82% |
$2.23M - $2.64M
|
1.07M
$106M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-32.1K- 12.81% |
$2.29M - $2.71M
|
218K
$21.6M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44K- 6.43% |
$3.15M - $3.73M
|
640K
$63.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-44.2K- 34.58% |
$3.16M - $3.74M
|
83.6K
$8.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-54K- 10.43% |
$3.86M - $4.57M
|
464K
$45.9M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-57.4K- 28.7% |
$4.1M - $4.86M
|
143K
$14.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-62.7K- 37.1% |
$4.48M - $5.3M
|
106K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-67.6K- 53.93% |
$4.83M - $5.72M
|
57.7K
$5.72M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-75.7K- 62.8% |
$5.41M - $6.41M
|
44.8K
$4.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-79.5K- 65.46% |
$5.68M - $6.73M
|
42K
$4.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-82.9K- 14.77% |
$5.93M - $7.02M
|
478K
$47.4M
|
|
|
May 28, 2025
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-86.3K- 86.75% |
$6.17M - $7.3M
|
13.2K
$1.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-93.6K- 9.95% |
$6.69M - $7.92M
|
847K
$83.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-104K- 31.86% |
$7.4M - $8.76M
|
221K
$21.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-135K- 97.91% |
$9.66M - $11.4M
|
2.89K
$286K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-180K- 62.28% |
$12.8M - $15.2M
|
109K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-180K- 68.39% |
$12.8M - $15.2M
|
83.1K
$8.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-188K- 22.75% |
$13.4M - $15.9M
|
638K
$63.3M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-198K- 10.61% |
$14.1M - $16.7M
|
1.66M
$165M
|