Latest Institutional Purchases of Ishares Core S&P U.S. Value Et (IUSV)
This list provides information on the latest institutional transactions involving Ishares Core S&P U.S. Value Et (IUSV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.29M+ 3.62% |
$201M - $219M
|
65.6M
$6.16B
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
826K+ 10714.05% |
$72.4M - $78.9M
|
834K
$78.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
806K+ 53.19% |
$70.6M - $77M
|
2.32M
$218M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
418K+ 3.23% |
$36.6M - $39.9M
|
13.4M
$1.25B
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
380K+ 10.85% |
$33.3M - $36.3M
|
3.88M
$365M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
377K+ 57.31% |
$33.1M - $36M
|
1.04M
$97.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
310K+ 6.72% |
$27.1M - $29.6M
|
4.91M
$462M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
297KNew |
$26M - $28.3M
|
297K
$27.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
224KNew |
$19.6M - $21.4M
|
224K
$21.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
219K+ 13.34% |
$19.2M - $20.9M
|
1.86M
$175M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
124K+ 19.33% |
$10.8M - $11.8M
|
764K
$71.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
115K+ 79.18% |
$10M - $11M
|
260K
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
96.6K+ 46.06% |
$8.45M - $9.22M
|
306K
$28.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
95.3KNew |
$8.35M - $9.1M
|
95.3K
$8.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
82.3K+ 11.27% |
$7.21M - $7.86M
|
813K
$76.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72.4K+ 43.26% |
$6.34M - $6.91M
|
240K
$22.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.3K+ 1.67% |
$6.07M - $6.62M
|
4.21M
$395M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65.3K+ 13.12% |
$5.71M - $6.23M
|
563K
$52.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.4K+ 0.65% |
$4.85M - $5.29M
|
8.63M
$812M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
54.7KNew |
$4.79M - $5.22M
|
54.7K
$5.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
51.6K+ 12.07% |
$4.52M - $4.93M
|
479K
$45.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
50.8K+ 7.85% |
$4.45M - $4.86M
|
698K
$65.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
45.1K+ 934.15% |
$3.94M - $4.3M
|
49.9K
$4.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.4K+ 4.28% |
$3.71M - $4.05M
|
1.03M
$97.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
42.4K+ 316.66% |
$3.71M - $4.05M
|
55.7K
$5.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
42.3K+ 31.76% |
$3.7M - $4.04M
|
175K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
38.2K+ 138.21% |
$3.35M - $3.65M
|
65.9K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
38.1K+ 22.16% |
$3.34M - $3.64M
|
210K
$19.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37.5K+ 0.88% |
$3.29M - $3.59M
|
4.31M
$405M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.1K+ 28.94% |
$2.9M - $3.16M
|
148K
$13.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
28.9K+ 63.04% |
$2.53M - $2.76M
|
74.7K
$7.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.5KNew |
$2.41M - $2.63M
|
27.5K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
27.3K+ 25.93% |
$2.39M - $2.61M
|
133K
$12.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
27.1KNew |
$2.37M - $2.59M
|
27.1K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
25.6KNew |
$2.24M - $2.45M
|
25.6K
$2.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.5K+ 10.94% |
$2.23M - $2.43M
|
258K
$24.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.4K+ 1.56% |
$1.96M - $2.14M
|
1.46M
$137M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
22.1KNew |
$1.93M - $2.11M
|
22.1K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.8K+ 13.46% |
$1.91M - $2.08M
|
184K
$17.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
19.4K+ 11.76% |
$1.7M - $1.85M
|
184K
$17.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.3K+ 2.47% |
$1.69M - $1.84M
|
802K
$75.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18.1K+ 12.67% |
$1.59M - $1.73M
|
161K
$15.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
17.5K+ 8.72% |
$1.53M - $1.67M
|
219K
$20.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
16.6KNew |
$1.45M - $1.58M
|
16.6K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.1K+ 1.24% |
$1.32M - $1.44M
|
1.23M
$116M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.6K+ 21.44% |
$1.28M - $1.39M
|
82.7K
$7.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14.6K+ 6.51% |
$1.28M - $1.39M
|
238K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.2K+ 44.77% |
$1.24M - $1.35M
|
45.8K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.7K+ 59.65% |
$1.11M - $1.21M
|
33.9K
$3.18M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.1K+ 33.75% |
$1.06M - $1.15M
|
47.8K
$4.49M
|