Purchases and Sales Made in Q4 2023 in Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

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
Sheets Smith Wealth Management

BUY
 -
13
+ 0.33%
$929 - $1.1K
3.94K $390K
Feb 05, 2024 Q4 2023
Mission Wealth Management, LP

BUY
 -
13
+ 0.33%
$929 - $1.1K
4K $396K
Jan 05, 2024 Q4 2023
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
13
New
$929 - $1.1K
13 $1.29K
Jan 11, 2024 Q4 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
12
+ 0.32%
$858 - $1.02K
3.81K $377K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
12
+ 0.79%
$858 - $1.02K
1.53K $152K
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
11
+ 1.09%
$786 - $931
1.02K $101K
Jan 24, 2024 Q4 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
10
+ 1.09%
$715 - $846
926 $91.7K
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
10
New
$715 - $846
10 $991
Feb 06, 2024 Q4 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
8
+ 0.16%
$572 - $677
5.13K $509K
Jan 24, 2024 Q4 2023
Stratos Wealth Advisors, LLC

BUY
 -
7
+ 0.08%
$500 - $592
8.97K $888K
Feb 16, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
5
New
$357 - $423
5 $495
Feb 05, 2024 Q4 2023
Concord Wealth Partners

BUY
 -
5
+ 1.04%
$357 - $423
484 $47.9K
Jan 10, 2024 Q4 2023
Lake Street Financial LLC

BUY
 -
4
+ 0.06%
$286 - $338
6.43K $637K
Jan 09, 2024 Q4 2023
Bnc Wealth Management, LLC

BUY
 -
4
+ 0.14%
$286 - $338
2.82K $279K
Feb 09, 2024 Q4 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
3
New
$214 - $254
3 $297
Jan 29, 2024 Q4 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
2
+ 0.07%
$143 - $169
2.79K $277K
Feb 12, 2024 Q4 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
1
+ 0.04%
$71.5 - $84.6
2.39K $237K
Feb 02, 2024 Q4 2023
Citizens Financial Group Inc

BUY
 -
1
+ 0.03%
$71.5 - $84.6
3.56K $353K
Mar 28, 2024 Q4 2023
Newbridge Financial Services Group, Inc.

BUY
 -
1
+ 0.45%
$71.5 - $84.6
223 $22.1K
Jan 12, 2024 Q4 2023
Wealthsource Partners, LLC

BUY
 -
1
+ 0.01%
$71.5 - $84.6
8.15K $807K
Feb 13, 2025 Q4 2023
Nfp Retirement, Inc.

Aliso Viejo, CA
SELL
 -
-3
- 0.04%
$214 - $254
7.56K $749K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-10
- 0.38%
$715 - $846
2.64K $261K
Feb 09, 2024 Q4 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-11
- 1.41%
$786 - $931
768 $76.1K
Feb 13, 2024 Q4 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
SELL
 -
-14
- 0.15%
$1K - $1.18K
9.37K $928K
Feb 14, 2024 Q4 2023
West Tower Group, LLC

Richmond, VA
SELL
 -
-20
- 27.4%
$1.43K - $1.69K
53 $5.25K
Jan 30, 2024 Q4 2023
Dgs Capital Management, LLC

SELL
 -
-22
- 0.59%
$1.57K - $1.86K
3.7K $366K
Jan 30, 2024 Q4 2023
Wealth Alliance

Mellville, NY
SELL
 -
-33
- 0.73%
$2.36K - $2.79K
4.46K $442K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

SELL
 -
-35
- 2.39%
$2.5K - $2.96K
1.43K $142K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-37
- 1.69%
$2.64K - $3.13K
2.16K $214K
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

SELL
 -
-40
- 3.57%
$2.86K - $3.38K
1.08K $107K
Feb 01, 2024 Q4 2023
Element Wealth, LLC

SELL
 -
-44
- 2.52%
$3.15K - $3.72K
1.7K $169K
Feb 01, 2024 Q4 2023
Nikulski Financial, Inc.

SELL
 -
-50
- 1.12%
$3.57K - $4.23K
4.4K $436K
Feb 14, 2024 Q4 2023
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-53
- 0.33%
$3.79K - $4.48K
16.1K $1.6M
Jan 10, 2024 Q4 2023
Baker Tilly Wealth Management, LLC

SELL
 -
-59
- 1.22%
$4.22K - $4.99K
4.78K $474K
Jan 10, 2024 Q4 2023
Sugarloaf Wealth Management, LLC

SELL
 -
-60
- 40.54%
$4.29K - $5.08K
88 $8.72K
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-67
- 0.15%
$4.79K - $5.67K
43.4K $4.3M
Feb 08, 2024 Q4 2023
Bank Of Marin

Novato, CA
SELL
 -
-85
- 0.97%
$6.08K - $7.19K
8.68K $860K
Jan 22, 2024 Q4 2023
Parsons Capital Management Inc

SELL
 -
-90
- 2.45%
$6.43K - $7.61K
3.58K $355K
Jan 24, 2024 Q4 2023
Private Trust CO Na

SELL
 -
-113
- 0.45%
$8.08K - $9.56K
25.2K $2.49M
Jan 16, 2024 Q4 2023
Hb Wealth Management, LLC

SELL
 -
-119
- 3.68%
$8.51K - $10.1K
3.12K $309K
Jan 22, 2024 Q4 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
SELL
 -
-119
- 31.65%
$8.51K - $10.1K
257 $25.5K
Feb 13, 2024 Q4 2023
Csenge Advisory Group

SELL
 -
-133
- 3.12%
$9.51K - $11.3K
4.13K $410K
Feb 15, 2024 Q4 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-138
- 3.73%
$9.86K - $11.7K
3.56K $353K
Feb 13, 2024 Q4 2023
Northern Trust Corp

Chicago, IL
SELL
 -
-142
- 1.09%
$10.2K - $12K
12.9K $1.28M
Feb 05, 2024 Q4 2023
Great Valley Advisor Group, Inc.

SELL
 -
-147
- 1.54%
$10.5K - $12.4K
9.37K $928K
Feb 28, 2024 Q4 2023
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-166
- 0.43%
$11.9K - $14K
38.5K $3.82M
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-172
- 0.26%
$12.3K - $14.6K
65.9K $6.53M
Feb 08, 2024 Q4 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-182
- 4.84%
$13K - $15.4K
3.58K $354K
Jan 31, 2024 Q4 2023
Zwj Investment Counsel Inc

SELL
 -
-184
- 2.94%
$13.2K - $15.6K
6.06K $601K

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