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 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
160+ 0.61% |
$11.4K - $13.5K
|
26.2K
$2.59M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
152+ 0.76% |
$10.9K - $12.9K
|
20.1K
$1.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
151+ 5.26% |
$10.8K - $12.8K
|
3.02K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
150+ 1.92% |
$10.7K - $12.7K
|
7.95K
$787K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
147+ 4.21% |
$10.5K - $12.4K
|
3.64K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
140+ 3.99% |
$10K - $11.8K
|
3.65K
$361K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
139New |
$9.94K - $11.8K
|
139
$13.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
137+ 1.09% |
$9.79K - $11.6K
|
12.7K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
122+ 2.68% |
$8.72K - $10.3K
|
4.68K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
121+ 2.77% |
$8.65K - $10.2K
|
4.5K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
120+ 1.71% |
$8.58K - $10.2K
|
7.13K
$706K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
118+ 11.8% |
$8.43K - $9.98K
|
1.12K
$111K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
117+ 0.68% |
$8.36K - $9.9K
|
17.2K
$1.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
109New |
$7.79K - $9.22K
|
109
$10.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
107New |
$7.65K - $9.05K
|
107
$10.6K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
101+ 1.48% |
$7.22K - $8.55K
|
6.92K
$685K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
100+ 3.19% |
$7.15K - $8.46K
|
3.24K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100New |
$7.15K - $8.46K
|
100
$9.91K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
94+ 1.44% |
$6.72K - $7.95K
|
6.64K
$658K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
76+ 4.89% |
$5.43K - $6.43K
|
1.63K
$162K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
74+ 0.32% |
$5.29K - $6.26K
|
23.4K
$2.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
69+ 0.84% |
$4.93K - $5.84K
|
8.3K
$822K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
69New |
$4.93K - $5.84K
|
69
$6.84K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
68+ 2.61% |
$4.86K - $5.75K
|
2.67K
$265K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
65+ 9.39% |
$4.65K - $5.5K
|
757
$75K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
62+ 1.35% |
$4.43K - $5.25K
|
4.64K
$460K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
59+ 1.75% |
$4.22K - $4.99K
|
3.43K
$340K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
57New |
$4.07K - $4.82K
|
57
$5.65K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
54+ 0.69% |
$3.86K - $4.57K
|
7.87K
$780K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
52+ 0.04% |
$3.72K - $4.4K
|
131K
$13M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
49+ 1.09% |
$3.5K - $4.15K
|
4.55K
$451K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
BUY
|
- |
48+ 1.66% |
$3.43K - $4.06K
|
2.94K
$291K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.04% |
$3.07K - $3.64K
|
4.16K
$412K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
42New |
$3K - $3.55K
|
42
$4.16K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
39+ 0.15% |
$2.79K - $3.3K
|
26.2K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
39+ 1.09% |
$2.79K - $3.3K
|
3.63K
$359K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
35+ 0.73% |
$2.5K - $2.96K
|
4.86K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
33New |
$2.36K - $2.79K
|
33
$3.27K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
32+ 0.99% |
$2.29K - $2.71K
|
3.28K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
29+ 0.99% |
$2.07K - $2.45K
|
2.97K
$294K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
29+ 0.11% |
$2.07K - $2.45K
|
26.6K
$2.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
26+ 9.12% |
$1.86K - $2.2K
|
311
$30.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
26+ 0.78% |
$1.86K - $2.2K
|
3.37K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
21New |
$1.5K - $1.78K
|
21
$2.08K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
20+ 0.18% |
$1.43K - $1.69K
|
11.1K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
19+ 0.21% |
$1.36K - $1.61K
|
8.98K
$890K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
16+ 0.07% |
$1.14K - $1.35K
|
21.7K
$2.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
15+ 0.09% |
$1.07K - $1.27K
|
17.5K
$1.74M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
15+ 0.11% |
$1.07K - $1.27K
|
13.2K
$1.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
14+ 0.23% |
$1K - $1.18K
|
6.13K
$608K
|