Latest Institutional Purchases of Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

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
Jul 11, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
4.19K
New
$304K - $328K
4.19K $385K
Aug 02, 2023 Q2 2023
Wealthstream Advisors, Inc.

BUY
 -
3.94K
New
$286K - $308K
3.94K $362K
Jul 18, 2023 Q2 2023
Members Trust CO

BUY
 -
2.64K
New
$192K - $206K
2.64K $243K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
600
New
$43.6K - $47K
600 $55.2K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
232
New
$16.9K - $18.2K
232 $21.3K
Jul 21, 2023 Q2 2023
First Command Advisory Services, Inc.

BUY
 -
133
New
$9.66K - $10.4K
133 $12.2K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
116
New
$8.43K - $9.08K
116 $10.7K
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
106
New
$7.7K - $8.3K
106 $9.75K
Jul 07, 2023 Q2 2023
Independence Bank Of Kentucky

BUY
 -
100
New
$7.27K - $7.83K
100 $9.2K
Aug 14, 2023 Q2 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
74
New
$5.38K - $5.79K
74 $6.81K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
57
New
$4.14K - $4.46K
57 $5.24K
Aug 03, 2023 Q2 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
12
+ 0.34%
$872 - $939
3.54K $325K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
3
+ 0.35%
$218 - $235
858 $78.9K
Jul 07, 2023 Q2 2023
Soa Wealth Advisors, Llc.

BUY
 -
3
+ 0.39%
$218 - $235
770 $70.8K
Aug 14, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
1
+ 0.02%
$72.7 - $78.3
5.2K $479K
Jul 10, 2023 Q2 2023
Rise Advisors, LLC

BUY
 -
1
+ 2.63%
$72.7 - $78.3
39 $3.59K
Q1 2023
Apr 25, 2023 Q1 2023
Bullseye Investment Management, LLC

BUY
 -
152K
New
$10.7M - $11.8M
152K $14M
Apr 11, 2023 Q1 2023
Parisi Gray Wealth Management

BUY
 -
62.1K
+ 94.2%
$4.36M - $4.84M
128K $11.8M
May 15, 2023 Q1 2023
Becker Capital Management Inc

BUY
 -
4.79K
New
$336K - $373K
4.79K $440K
May 02, 2023 Q1 2023
Meridian Management CO

BUY
 -
4.55K
New
$319K - $354K
4.55K $418K
May 15, 2023 Q1 2023
Spears Abacus Advisors LLC

BUY
 -
4.51K
New
$317K - $351K
4.51K $415K
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
3.73K
New
$262K - $290K
3.73K $343K
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
3.69K
New
$259K - $287K
3.69K $339K
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
3.61K
New
$254K - $281K
3.61K $332K
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
2.76K
New
$194K - $215K
2.76K $254K
May 12, 2023 Q1 2023
Ckw Financial Group

BUY
 -
2.72K
+ 10.13%
$191K - $212K
29.6K $2.72M
May 04, 2023 Q1 2023
Barber Financial Group, Inc.

BUY
 -
2.26K
+ 43.98%
$158K - $176K
7.38K $679K
May 10, 2023 Q1 2023
Graham Capital Wealth Management, LLC

Washington D.C., DC
BUY
 -
1.85K
New
$130K - $144K
1.85K $170K
May 15, 2023 Q1 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
1.2K
New
$84.3K - $93.4K
1.2K $110K
Apr 24, 2023 Q1 2023
Essex Savings Bank

BUY
 -
1.01K
+ 19.75%
$70.9K - $78.6K
6.12K $563K
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
900
New
$63.2K - $70.1K
900 $82.8K
May 04, 2023 Q1 2023
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
414
New
$29.1K - $32.2K
414 $38.1K
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

BUY
 -
406
New
$28.5K - $31.6K
406 $37.3K
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
343
New
$24.1K - $26.7K
343 $31.5K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
337
New
$23.7K - $26.2K
337 $31K
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
284
New
$19.9K - $22.1K
284 $26.1K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
170
+ 531.25%
$11.9K - $13.2K
202 $18.6K
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
132
New
$9.27K - $10.3K
132 $12.1K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
122
New
$8.57K - $9.5K
122 $11.2K
May 02, 2023 Q1 2023
Endurance Wealth Management, Inc.

BUY
 -
100
+ 0.43%
$7.02K - $7.79K
23.6K $2.17M
Apr 24, 2023 Q1 2023
First Personal Financial Services

BUY
 -
79
New
$5.55K - $6.15K
79 $7.27K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
43
New
$3.02K - $3.35K
43 $3.95K
May 12, 2023 Q1 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
22
+ 0.18%
$1.54K - $1.71K
12K $1.1M
Feb 28, 2024 Q1 2023
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
19
New
$1.33K - $1.48K
19 $1.75K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
11
New
$772 - $856
11 $1.01K
May 12, 2023 Q1 2023
Delta Asset Management LLC

Memphis, TN
BUY
 -
3
New
$211 - $234
3 $276
Q4 2022
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
525K
New
$33.2M - $38.8M
525K $48.2M
Feb 27, 2023 Q4 2022
Gallagher Benefit Services, Inc.

Rolling Meadows, IL
BUY
 -
422K
New
$26.7M - $31.2M
422K $38.8M
Feb 14, 2023 Q4 2022
F3 Logic, LLC

BUY
 -
70.8K
+ 20.17%
$4.48M - $5.23M
422K $38.8M

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