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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.27M+ 5.45% |
$279M - $296M
|
63.3M
$5.91B
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.52MNew |
$129M - $137M
|
1.52M
$141M
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
648KNew |
$55.3M - $58.5M
|
648K
$60.4M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
638K+ 5.18% |
$54.4M - $57.6M
|
12.9M
$1.21B
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
432K+ 14.06% |
$36.9M - $39M
|
3.5M
$327M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
299K+ 7.78% |
$25.5M - $27M
|
4.14M
$386M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
285KNew |
$24.3M - $25.7M
|
285K
$26.6M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
260K+ 11.09% |
$22.2M - $23.5M
|
2.6M
$243M
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
241KNew |
$20.6M - $21.8M
|
241K
$22.5M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
231K+ 101.22% |
$19.8M - $20.9M
|
460K
$42.9M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
189K+ 23.54% |
$16.1M - $17.1M
|
991K
$92.5M
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
146K+ 94.84% |
$12.5M - $13.2M
|
301K
$28.1M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
114K+ 9.09% |
$9.69M - $10.3M
|
1.36M
$127M
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
108K+ 433.87% |
$9.23M - $9.78M
|
133K
$12.4M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
108K+ 48.85% |
$9.19M - $9.73M
|
328K
$30.6M
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
105K+ 3.82% |
$8.99M - $9.52M
|
2.86M
$267M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
95.8K+ 28.86% |
$8.18M - $8.66M
|
428K
$39.9M
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
86.3KNew |
$7.37M - $7.8M
|
86.3K
$8.05M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
81.9K+ 40.93% |
$6.99M - $7.4M
|
282K
$26.3M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
51K+ 6171.31% |
$4.35M - $4.61M
|
51.8K
$4.84M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.4KNew |
$3.97M - $4.2M
|
46.4K
$4.33M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
40KNew |
$3.41M - $3.62M
|
40K
$3.73M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
38.8KNew |
$3.31M - $3.51M
|
38.8K
$3.62M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.6K+ 8.42% |
$3.3M - $3.49M
|
497K
$46.4M
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
38.1KNew |
$3.26M - $3.45M
|
38.1K
$3.56M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.2K+ 4.71% |
$3.01M - $3.18M
|
783K
$73M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.5K+ 2.91% |
$2.94M - $3.12M
|
1.22M
$114M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
33.1K+ 11.29% |
$2.83M - $2.99M
|
326K
$30.4M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
31.8KNew |
$2.71M - $2.87M
|
31.8K
$2.96M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.9K+ 23.43% |
$2.64M - $2.79M
|
163K
$15.2M
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
28.3K+ 35.81% |
$2.42M - $2.56M
|
107K
$10M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28.1K+ 0.66% |
$2.4M - $2.54M
|
4.27M
$399M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
27.7KNew |
$2.36M - $2.5M
|
27.7K
$2.58M
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
26.9KNew |
$2.3M - $2.43M
|
26.9K
$2.51M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26.1KNew |
$2.23M - $2.36M
|
26.1K
$2.44M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
25.9K+ 4.09% |
$2.21M - $2.34M
|
659K
$61.5M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.4K+ 9.44% |
$2.17M - $2.3M
|
295K
$27.5M
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
24.7K+ 11.03% |
$2.11M - $2.23M
|
249K
$23.2M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.2K+ 11.05% |
$1.98M - $2.09M
|
233K
$21.7M
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
22.6K+ 15.38% |
$1.93M - $2.05M
|
170K
$15.9M
|
|
Aug 15, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
21.9KNew |
$1.87M - $1.98M
|
21.9K
$2.05M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.7K+ 6.92% |
$1.85M - $1.96M
|
335K
$31.2M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
21.1K+ 74.41% |
$1.8M - $1.91M
|
49.5K
$4.62M
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
20.5KNew |
$1.75M - $1.86M
|
20.5K
$1.92M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.5K+ 5.39% |
$1.75M - $1.85M
|
401K
$37.4M
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
18.6K+ 282.88% |
$1.59M - $1.68M
|
25.2K
$2.35M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
17.7K+ 12.04% |
$1.51M - $1.6M
|
165K
$15.4M
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
17.6K+ 3.28% |
$1.5M - $1.59M
|
555K
$51.8M
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
17.5KNew |
$1.5M - $1.58M
|
17.5K
$1.63M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.1K+ 315.89% |
$1.38M - $1.46M
|
21.2K
$1.98M
|