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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.04K+ 18.61% |
$345K - $365K
|
25.8K
$2.42M
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.88K+ 18.8% |
$332K - $351K
|
24.5K
$2.31M
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.68K+ 70.33% |
$314K - $333K
|
8.92K
$838K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.64K+ 0.31% |
$311K - $329K
|
1.17M
$110M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.62K+ 0.47% |
$309K - $327K
|
773K
$72.7M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.41K+ 2.59% |
$292K - $309K
|
135K
$12.7M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.27K+ 13.14% |
$279K - $295K
|
28.1K
$2.64M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.02K+ 17.01% |
$258K - $273K
|
20.8K
$1.95M
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.9KNew |
$248K - $262K
|
2.9K
$273K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.87K+ 6.33% |
$245K - $260K
|
48.3K
$4.54M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.85KNew |
$244K - $258K
|
2.85K
$268K
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.85KNew |
$243K - $257K
|
2.85K
$268K
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.83KNew |
$242K - $256K
|
2.83K
$266K
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.67K+ 3.52% |
$228K - $242K
|
78.6K
$7.39M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.64K+ 0.18% |
$225K - $238K
|
1.43M
$135M
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.63KNew |
$225K - $238K
|
2.63K
$247K
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.62K+ 75.22% |
$224K - $237K
|
6.11K
$574K
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
2.61KNew |
$223K - $236K
|
2.61K
$245K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.47KNew |
$211K - $224K
|
2.47K
$233K
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
2.45K+ 8.96% |
$209K - $221K
|
29.8K
$2.8M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.42K+ 2.45% |
$207K - $219K
|
101K
$9.52M
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.37KNew |
$202K - $214K
|
2.37K
$223K
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.37KNew |
$202K - $214K
|
2.37K
$222K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
2.36K+ 15.94% |
$202K - $213K
|
17.2K
$1.61M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.27KNew |
$194K - $205K
|
2.27K
$214K
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.09K+ 0.87% |
$179K - $189K
|
241K
$22.7M
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.08K+ 27.86% |
$178K - $188K
|
9.57K
$899K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.05K+ 3.85% |
$175K - $185K
|
55.3K
$5.19M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.04K+ 46.25% |
$174K - $185K
|
6.45K
$607K
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.99K+ 29.68% |
$170K - $180K
|
8.69K
$816K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.98K+ 17.6% |
$169K - $179K
|
13.2K
$1.24M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.94K+ 12.91% |
$166K - $176K
|
17K
$1.6M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.81K+ 5.46% |
$154K - $164K
|
35K
$3.29M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.77K+ 5.2% |
$151K - $160K
|
35.7K
$3.36M
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.71K+ 39.66% |
$146K - $154K
|
6.02K
$565K
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.56K+ 13.96% |
$133K - $141K
|
12.7K
$1.2M
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.52KNew |
$130K - $138K
|
1.52K
$143K
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.47K+ 46.05% |
$125K - $133K
|
4.65K
$437K
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.43K+ 3.78% |
$122K - $129K
|
39.2K
$3.68M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.42K+ 2.35% |
$121K - $129K
|
61.8K
$5.81M
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.34K+ 9.47% |
$114K - $121K
|
15.5K
$1.45M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.33K+ 4.69% |
$114K - $120K
|
29.7K
$2.79M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.27KNew |
$108K - $115K
|
1.27K
$119K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.18K+ 0.92% |
$101K - $107K
|
130K
$12.2M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.18K+ 1.04% |
$100K - $106K
|
114K
$10.7M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.15KNew |
$98.2K - $104K
|
1.15K
$108K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.15K+ 164.14% |
$98.1K - $104K
|
1.85K
$174K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
1.13K+ 29.19% |
$96.1K - $102K
|
4.98K
$468K
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.1K+ 1.84% |
$93.6K - $99.1K
|
60.8K
$5.71M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.09KNew |
$92.8K - $98.3K
|
1.09K
$102K
|