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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-201- 1.56% |
$14.4K - $17K
|
12.7K
$1.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-202- 17.34% |
$14.4K - $17.1K
|
963
$90.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-208- 6.98% |
$14.9K - $17.6K
|
2.77K
$262K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-208- 13.63% |
$14.9K - $17.6K
|
1.32K
$124K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-224- 3.12% |
$16K - $19K
|
6.95K
$655K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-237- 2.66% |
$16.9K - $20.1K
|
8.67K
$817K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-250- 7.26% |
$17.9K - $21.2K
|
3.2K
$301K
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-252- 4.86% |
$18K - $21.3K
|
4.93K
$465K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-253- 4.3% |
$18.1K - $21.4K
|
5.63K
$531K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-264- 6.68% |
$18.9K - $22.3K
|
3.69K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-274- 5.0% |
$19.6K - $23.2K
|
5.21K
$491K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-285- 2.18% |
$20.4K - $24.1K
|
12.8K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-295- 2.49% |
$21.1K - $25K
|
11.5K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-298- 15.46% |
$21.3K - $25.2K
|
1.63K
$154K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-312- 21.47% |
$22.3K - $26.4K
|
1.14K
$108K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-315- 17.85% |
$22.5K - $26.7K
|
1.45K
$137K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-319- 2.21% |
$22.8K - $27K
|
14.1K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-329- 4.04% |
$23.5K - $27.8K
|
7.81K
$736K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-339- 4.98% |
$24.2K - $28.7K
|
6.47K
$610K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-340- 3.66% |
$24.3K - $28.8K
|
8.95K
$844K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-401- 0.92% |
$28.7K - $33.9K
|
43.3K
$4.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-422- 11.46% |
$30.2K - $35.7K
|
3.26K
$307K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-431- 7.72% |
$30.8K - $36.5K
|
5.15K
$486K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-446- 2.5% |
$31.9K - $37.7K
|
17.4K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-452- 4.29% |
$32.3K - $38.2K
|
10.1K
$950K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-454- 1.6% |
$32.5K - $38.4K
|
27.9K
$2.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-537- 8.74% |
$38.4K - $45.4K
|
5.61K
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-565- 0.56% |
$40.4K - $47.8K
|
100K
$9.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-630- 1.67% |
$45K - $53.3K
|
37.2K
$3.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-658- 4.73% |
$47K - $55.7K
|
13.3K
$1.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-659- 45.48% |
$47.1K - $55.8K
|
790
$74.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-697- 9.43% |
$49.8K - $59K
|
6.7K
$632K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-729- 97.33% |
$52.1K - $61.7K
|
20
$1.89K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-782- 1.03% |
$55.9K - $66.2K
|
75K
$7.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-829- 0.51% |
$59.3K - $70.1K
|
163K
$15.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-890- 3.86% |
$63.6K - $75.3K
|
22.2K
$2.09M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-923- 0.61% |
$66K - $78.1K
|
150K
$14.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-933- 20.09% |
$66.7K - $78.9K
|
3.71K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-993- 3.71% |
$71K - $84K
|
25.8K
$2.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-995- 11.02% |
$71.1K - $84.2K
|
8.04K
$758K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-999- 6.69% |
$71.4K - $84.5K
|
13.9K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.06K- 98.41% |
$75.4K - $89.3K
|
17
$1.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.09K- 69.14% |
$78K - $92.3K
|
487
$45.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 4.2% |
$83.2K - $98.5K
|
26.6K
$2.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 5.69% |
$89.1K - $105K
|
20.7K
$1.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.26K- 3.01% |
$89.8K - $106K
|
40.5K
$3.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.26K- 19.22% |
$90.4K - $107K
|
5.31K
$501K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.36K- 24.95% |
$97.4K - $115K
|
4.1K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.38K- 19.24% |
$98.5K - $117K
|
5.78K
$545K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.43K- 7.45% |
$103K - $121K
|
17.8K
$1.68M
|