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 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.28KNew |
$234K - $277K
|
3.28K
$325K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
3.25KNew |
$232K - $275K
|
3.25K
$322K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.24K+ 2.56% |
$232K - $274K
|
130K
$12.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.15KNew |
$225K - $267K
|
3.15K
$312K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.08K+ 18.22% |
$220K - $261K
|
20K
$1.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.02K+ 10.51% |
$216K - $256K
|
31.8K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
2.98KNew |
$213K - $252K
|
2.98K
$295K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.92KNew |
$208K - $247K
|
2.92K
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.9KNew |
$207K - $245K
|
2.9K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.88K+ 6.61% |
$206K - $244K
|
46.5K
$4.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.8K+ 2.4% |
$200K - $237K
|
119K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2.7K+ 4.63% |
$193K - $228K
|
61K
$6.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2.66KNew |
$190K - $225K
|
2.66K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.65KNew |
$189K - $224K
|
2.65K
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.62KNew |
$187K - $222K
|
2.62K
$259K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.58KNew |
$185K - $219K
|
2.58K
$256K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 8.16% |
$181K - $214K
|
33.6K
$3.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.51KNew |
$180K - $213K
|
2.51K
$249K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.45KNew |
$175K - $207K
|
2.45K
$243K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.39KNew |
$171K - $203K
|
2.39K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.39KNew |
$171K - $202K
|
2.39K
$237K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.31KNew |
$165K - $195K
|
2.31K
$229K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.1K+ 0.96% |
$150K - $178K
|
220K
$21.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.06K+ 13.6% |
$147K - $175K
|
17.2K
$1.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
2.02KNew |
$144K - $171K
|
2.02K
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.84K+ 7.77% |
$132K - $156K
|
25.6K
$2.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.79K+ 8.12% |
$128K - $151K
|
23.8K
$2.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.76K+ 4.27% |
$126K - $149K
|
43K
$4.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.75KNew |
$125K - $148K
|
1.75K
$173K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 3.19% |
$120K - $142K
|
54.5K
$5.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.62K+ 12.17% |
$116K - $137K
|
14.9K
$1.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
1.57K+ 2.79% |
$112K - $133K
|
57.9K
$5.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.49K+ 12.87% |
$107K - $126K
|
13.1K
$1.3M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.48KNew |
$106K - $125K
|
1.48K
$147K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.48K+ 1.62% |
$106K - $125K
|
92.6K
$9.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.45K+ 2.56% |
$104K - $123K
|
58K
$5.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.36K+ 15.25% |
$96.9K - $115K
|
10.2K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.35K+ 19.19% |
$96.7K - $114K
|
8.4K
$832K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.35K+ 34.29% |
$96.3K - $114K
|
5.28K
$523K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.29K+ 25740.0% |
$92K - $109K
|
1.29K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.28K+ 46.5% |
$91.6K - $108K
|
4.04K
$400K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.27K+ 1.39% |
$90.8K - $107K
|
92.6K
$9.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.26KNew |
$90.2K - $107K
|
1.26K
$125K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.22KNew |
$86.9K - $103K
|
1.22K
$120K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.2K+ 9.49% |
$85.5K - $101K
|
13.8K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.19K+ 23.85% |
$85.1K - $101K
|
6.18K
$612K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.19K+ 1.26% |
$84.8K - $100K
|
95.6K
$9.47M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.1KNew |
$78.4K - $92.8K
|
1.1K
$109K
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
1.05K+ 2.89% |
$75.3K - $89.1K
|
37.4K
$3.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
995+ 0.43% |
$71.1K - $84.2K
|
230K
$22.8M
|