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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
22.8K+ 155.43% |
$1.63M - $1.93M
|
37.5K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.8K+ 2.82% |
$1.63M - $1.93M
|
830K
$82.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
22.2KNew |
$1.59M - $1.88M
|
22.2K
$2.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
21.6K+ 446.05% |
$1.55M - $1.83M
|
26.5K
$2.62M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
21.6K+ 29.23% |
$1.54M - $1.82M
|
95.3K
$9.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
21.6K+ 29.23% |
$1.54M - $1.82M
|
95.3K
$9.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
20.6KNew |
$1.47M - $1.74M
|
20.6K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
20.5KNew |
$1.47M - $1.74M
|
20.5K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
20.5KNew |
$1.46M - $1.73M
|
20.5K
$2.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
20K+ 4.04% |
$1.43M - $1.7M
|
517K
$51.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
18.7KNew |
$1.34M - $1.59M
|
18.7K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.7K+ 16.65% |
$1.34M - $1.58M
|
131K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 1.35% |
$1.32M - $1.56M
|
1.39M
$137M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
17KNew |
$1.21M - $1.44M
|
17K
$1.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.4K+ 36.31% |
$1.17M - $1.39M
|
61.7K
$6.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
16.1K+ 4.96% |
$1.15M - $1.36M
|
341K
$33.8M
|
|
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15.6K+ 12.96% |
$1.12M - $1.32M
|
136K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
15.6K+ 32.27% |
$1.11M - $1.32M
|
63.9K
$6.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
14.9K+ 4.75% |
$1.07M - $1.26M
|
330K
$32.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.3K+ 15.75% |
$1.02M - $1.21M
|
105K
$10.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.3K+ 15.93% |
$1.02M - $1.21M
|
104K
$10.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
14.2KNew |
$1.02M - $1.2M
|
14.2K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
14.2K+ 112.61% |
$1.01M - $1.2M
|
26.8K
$2.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.1K+ 423.35% |
$1.01M - $1.2M
|
17.5K
$1.73M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
14K+ 6.43% |
$998K - $1.18M
|
231K
$22.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13.4KNew |
$957K - $1.13M
|
13.4K
$1.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
13.2K+ 26.57% |
$946K - $1.12M
|
63K
$6.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13.2KNew |
$943K - $1.12M
|
13.2K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$915K - $1.08M
|
12.8K
$1.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
12.5K+ 20.04% |
$890K - $1.05M
|
74.6K
$7.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.1K+ 5.35% |
$867K - $1.03M
|
239K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11.9K+ 3.28% |
$853K - $1.01M
|
376K
$37.3M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11.9K+ 3.28% |
$853K - $1.01M
|
376K
$37.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
11.9K+ 212.8% |
$851K - $1.01M
|
17.5K
$1.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
11.4K+ 8.79% |
$814K - $964K
|
141K
$14M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
11.3K+ 7.06% |
$809K - $958K
|
172K
$17M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
11.2K+ 5.53% |
$804K - $951K
|
215K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 276.5% |
$765K - $906K
|
14.6K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
10.5K+ 16.27% |
$751K - $889K
|
75K
$7.43M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
10.1KNew |
$725K - $858K
|
10.1K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.1K+ 1.86% |
$721K - $853K
|
553K
$54.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10KNew |
$716K - $847K
|
10K
$992K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
9.98K+ 9.9% |
$713K - $844K
|
111K
$11M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
9.75KNew |
$697K - $825K
|
9.75K
$966K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.54KNew |
$682K - $807K
|
9.54K
$945K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
9.46KNew |
$676K - $800K
|
9.46K
$937K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.95KNew |
$640K - $757K
|
8.95K
$886K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
8.88K+ 282.53% |
$635K - $751K
|
12K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.56KNew |
$612K - $725K
|
8.56K
$848K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.55K+ 41.72% |
$611K - $723K
|
29K
$2.88M
|