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 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
954+ 6.51% |
$68.2K - $80.7K
|
15.6K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
947+ 3.22% |
$67.7K - $80.1K
|
30.4K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
943+ 1.13% |
$67.4K - $79.8K
|
84.2K
$8.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
942New |
$67.3K - $79.7K
|
942
$89.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
768+ 4.48% |
$54.9K - $65K
|
17.9K
$1.71M
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
723+ 10.27% |
$51.7K - $61.2K
|
7.76K
$740K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
706+ 0.51% |
$50.5K - $59.7K
|
140K
$13.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
656+ 3.97% |
$46.9K - $55.5K
|
17.2K
$1.64M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
625+ 18.13% |
$44.7K - $52.9K
|
4.07K
$388K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
586+ 0.24% |
$41.9K - $49.6K
|
241K
$22.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
541+ 8.77% |
$38.7K - $45.8K
|
6.71K
$640K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
530+ 13.26% |
$37.9K - $44.8K
|
4.53K
$432K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
517+ 11.84% |
$37K - $43.7K
|
4.88K
$466K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500+ 2.28% |
$35.7K - $42.3K
|
22.5K
$2.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
496+ 3.55% |
$35.5K - $42K
|
14.5K
$1.38M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
489+ 150.0% |
$35K - $41.4K
|
815
$77.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
488New |
$34.9K - $41.3K
|
488
$46.5K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
466+ 12.36% |
$33.3K - $39.4K
|
4.24K
$404K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
453+ 1.08% |
$32.4K - $38.3K
|
42.3K
$4.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
450+ 0.58% |
$32.2K - $38.1K
|
78.2K
$7.46M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
444+ 27.98% |
$31.7K - $37.6K
|
2.03K
$194K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
433+ 1.32% |
$31K - $36.6K
|
33.2K
$3.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
429+ 0.99% |
$30.7K - $36.3K
|
43.7K
$4.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
420+ 0.14% |
$30K - $35.5K
|
310K
$29.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
416+ 1066.67% |
$29.7K - $35.2K
|
455
$43.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
404+ 1.42% |
$28.9K - $34.2K
|
28.8K
$2.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
402+ 0.42% |
$28.7K - $34K
|
95.2K
$9.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
393+ 11.03% |
$28.1K - $33.3K
|
3.96K
$377K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
357+ 0.51% |
$25.5K - $30.2K
|
69.7K
$6.65M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
337+ 3.95% |
$24.1K - $28.5K
|
8.88K
$846K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
334+ 3.66% |
$23.9K - $28.3K
|
9.47K
$903K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
330+ 8.31% |
$23.6K - $27.9K
|
4.3K
$410K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
314+ 0.16% |
$22.4K - $26.6K
|
198K
$18.9M
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
309+ 8.4% |
$22.1K - $26.1K
|
3.99K
$380K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
303+ 1.19% |
$21.7K - $25.6K
|
25.8K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
267New |
$19.1K - $22.6K
|
267
$25.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
267+ 3.22% |
$19.1K - $22.6K
|
8.55K
$815K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
261New |
$18.7K - $22.1K
|
261
$24.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
243+ 0.45% |
$17.4K - $20.6K
|
54.6K
$5.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
238+ 1.07% |
$17K - $20.1K
|
22.4K
$2.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
220+ 7.04% |
$15.7K - $18.6K
|
3.34K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
216+ 1.24% |
$15.4K - $18.3K
|
17.7K
$1.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
212New |
$15.2K - $17.9K
|
212
$20.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
201+ 4.35% |
$14.4K - $17K
|
4.82K
$459K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
194+ 6.66% |
$13.9K - $16.4K
|
3.11K
$296K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
189+ 7.38% |
$13.5K - $16K
|
2.75K
$262K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
188+ 1.22% |
$13.4K - $15.9K
|
15.6K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
165New |
$11.8K - $14K
|
165
$15.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
160+ 0.61% |
$11.4K - $13.5K
|
26.2K
$2.5M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
152+ 0.76% |
$10.9K - $12.9K
|
20.1K
$1.92M
|