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 |
---|---|---|---|---|---|---|---|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
62.1K+ 94.2% |
$4.36M - $4.84M
|
128K
$12M
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
4.79KNew |
$336K - $373K
|
4.79K
$450K
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
4.55KNew |
$319K - $354K
|
4.55K
$427K
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
4.51KNew |
$317K - $351K
|
4.51K
$424K
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
3.73KNew |
$262K - $290K
|
3.73K
$350K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.69KNew |
$259K - $287K
|
3.69K
$347K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.61KNew |
$254K - $281K
|
3.61K
$339K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.76KNew |
$194K - $215K
|
2.76K
$260K
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
BUY
|
- |
2.72K+ 10.13% |
$191K - $212K
|
29.6K
$2.78M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.26K+ 43.98% |
$158K - $176K
|
7.38K
$694K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.85KNew |
$130K - $144K
|
1.85K
$174K
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.2KNew |
$84.3K - $93.4K
|
1.2K
$113K
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
1.01K+ 19.75% |
$70.9K - $78.6K
|
6.12K
$576K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
900New |
$63.2K - $70.1K
|
900
$84.6K
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
414New |
$29.1K - $32.2K
|
414
$38.9K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
406New |
$28.5K - $31.6K
|
406
$38.2K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
343New |
$24.1K - $26.7K
|
343
$32.2K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
337New |
$23.7K - $26.2K
|
337
$31.7K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
284New |
$19.9K - $22.1K
|
284
$26.7K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
199+ 58.88% |
$14K - $15.5K
|
537
$50.5K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
170+ 531.25% |
$11.9K - $13.2K
|
202
$19K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
132New |
$9.27K - $10.3K
|
132
$12.4K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
122New |
$8.57K - $9.5K
|
122
$11.5K
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
100+ 0.43% |
$7.02K - $7.79K
|
23.6K
$2.22M
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
79New |
$5.55K - $6.15K
|
79
$7.42K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
43New |
$3.02K - $3.35K
|
43
$4.04K
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
22+ 0.18% |
$1.54K - $1.71K
|
12K
$1.13M
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
19New |
$1.33K - $1.48K
|
19
$1.79K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11New |
$772 - $856
|
11
$1.03K
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3New |
$211 - $234
|
3
$282
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
864KNew |
$54.6M - $63.9M
|
864K
$81.2M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
525KNew |
$33.2M - $38.8M
|
525K
$49.3M
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
422KNew |
$26.7M - $31.2M
|
422K
$39.6M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
70.8K+ 20.17% |
$4.48M - $5.23M
|
422K
$39.6M
|
|
Feb 13, 2023
Q4 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
37.4KNew |
$2.36M - $2.76M
|
37.4K
$3.51M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.39KNew |
$340K - $398K
|
5.39K
$506K
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
5.34KNew |
$337K - $394K
|
5.34K
$501K
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.28KNew |
$207K - $242K
|
3.28K
$308K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.13KNew |
$198K - $232K
|
3.13K
$294K
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.96KNew |
$187K - $219K
|
2.96K
$278K
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.39KNew |
$151K - $177K
|
2.39K
$225K
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.69KNew |
$107K - $125K
|
1.69K
$159K
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
1.37K+ 6.67% |
$86.9K - $102K
|
22K
$2.06M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.26K+ 2856.82% |
$79.5K - $92.9K
|
1.3K
$122K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
940New |
$59.4K - $69.5K
|
940
$88.3K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
900New |
$56.9K - $66.5K
|
900
$84.6K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
718New |
$45.4K - $53.1K
|
718
$67.5K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
552New |
$34.9K - $40.8K
|
552
$51.9K
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
400+ 8.02% |
$25.3K - $29.6K
|
5.39K
$507K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
360New |
$22.8K - $26.6K
|
360
$33.8K
|