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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
47+ 6.68% |
$4.12K - $4.49K
|
751
$74.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
44+ 0.52% |
$3.85K - $4.2K
|
8.45K
$836K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
40+ 0.61% |
$3.5K - $3.82K
|
6.57K
$650K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
35+ 1.23% |
$3.06K - $3.34K
|
2.88K
$285K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
33+ 0.41% |
$2.89K - $3.15K
|
8.04K
$795K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
33+ 1.13% |
$2.89K - $3.15K
|
2.96K
$293K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
32+ 24.43% |
$2.8K - $3.06K
|
163
$16.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
32+ 0.62% |
$2.8K - $3.06K
|
5.2K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
30+ 0.83% |
$2.63K - $2.86K
|
3.63K
$359K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
30New |
$2.63K - $2.86K
|
30
$2.97K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
28New |
$2.45K - $2.67K
|
28
$2.77K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
26+ 0.28% |
$2.28K - $2.48K
|
9.28K
$918K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26+ 0.5% |
$2.28K - $2.48K
|
5.18K
$512K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
25+ 0.03% |
$2.19K - $2.39K
|
89.9K
$8.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 6.54% |
$2.19K - $2.39K
|
407
$40.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
25+ 0.26% |
$2.19K - $2.39K
|
9.53K
$942K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
24New |
$2.1K - $2.29K
|
24
$2.37K
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
23+ 0.63% |
$2.01K - $2.2K
|
3.68K
$364K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20+ 0.04% |
$1.75K - $1.91K
|
50.8K
$5.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
19+ 0.39% |
$1.66K - $1.81K
|
4.85K
$479K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
19+ 0.15% |
$1.66K - $1.81K
|
12.8K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
16+ 0.28% |
$1.4K - $1.53K
|
5.81K
$574K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
16+ 0.61% |
$1.4K - $1.53K
|
2.65K
$262K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
15+ 0.56% |
$1.31K - $1.43K
|
2.7K
$267K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15+ 1.1% |
$1.31K - $1.43K
|
1.38K
$136K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
15+ 0.61% |
$1.31K - $1.43K
|
2.49K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.58% |
$1.23K - $1.34K
|
2.44K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
14+ 0.6% |
$1.23K - $1.34K
|
2.36K
$234K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 54.17% |
$1.14K - $1.24K
|
37
$3.66K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11+ 0.64% |
$963 - $1.05K
|
1.73K
$171K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11+ 0.3% |
$963 - $1.05K
|
3.69K
$365K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.64% |
$963 - $1.05K
|
1.73K
$171K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 0.62% |
$788 - $859
|
1.45K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
8+ 0.13% |
$700 - $764
|
6.38K
$631K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.2% |
$700 - $764
|
3.96K
$391K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8+ 0.15% |
$700 - $764
|
5.18K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
7+ 0.16% |
$613 - $668
|
4.47K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7New |
$613 - $668
|
7
$692
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7+ 0.17% |
$613 - $668
|
4.02K
$397K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7+ 0.18% |
$613 - $668
|
3.83K
$378K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6+ 0.64% |
$525 - $573
|
941
$93K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5+ 0.02% |
$438 - $477
|
20.4K
$2.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
5+ 0.12% |
$438 - $477
|
4.26K
$421K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.15% |
$438 - $477
|
3.44K
$340K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5+ 0.16% |
$438 - $477
|
3.12K
$309K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5+ 0.1% |
$438 - $477
|
5.15K
$509K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.12% |
$263 - $286
|
2.53K
$250K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.39% |
$263 - $286
|
771
$76.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3+ 0.07% |
$263 - $286
|
4.2K
$416K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.61% |
$263 - $286
|
492
$48.6K
|