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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.97KNew |
$370K - $403K
|
4.97K
$467K
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
4.34KNew |
$323K - $351K
|
4.34K
$408K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$242K - $264K
|
3.26K
$306K
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.23KNew |
$240K - $262K
|
3.23K
$303K
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.81KNew |
$209K - $227K
|
2.81K
$264K
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.8KNew |
$208K - $227K
|
2.8K
$263K
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.71KNew |
$202K - $220K
|
2.71K
$255K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
700New |
$52.1K - $56.7K
|
700
$65.8K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
613New |
$45.6K - $49.7K
|
613
$57.6K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
512New |
$38.1K - $41.5K
|
512
$48.1K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
511New |
$38K - $41.4K
|
511
$48K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
368+ 13.72% |
$27.4K - $29.8K
|
3.05K
$287K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
165New |
$12.3K - $13.4K
|
165
$15.5K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
102New |
$7.59K - $8.27K
|
102
$9.59K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
48+ 16.0% |
$3.57K - $3.89K
|
348
$32.7K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
42New |
$3.12K - $3.4K
|
42
$3.95K
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
40New |
$2.98K - $3.24K
|
40
$3.76K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33New |
$2.45K - $2.67K
|
33
$3.1K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28New |
$2.08K - $2.27K
|
28
$2.63K
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
19+ 0.6% |
$1.41K - $1.54K
|
3.17K
$298K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18New |
$1.34K - $1.46K
|
18
$1.69K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
580KNew |
$42.2M - $45.4M
|
580K
$54.5M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
16.9K+ 887.55% |
$1.23M - $1.32M
|
18.8K
$1.77M
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
16KNew |
$1.16M - $1.25M
|
16K
$1.51M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.6K+ 8.67% |
$846K - $911K
|
146K
$13.7M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10.1K+ 1942.31% |
$734K - $790K
|
10.6K
$998K
|
|
Jul 18, 2023
Q2 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
5.58KNew |
$405K - $436K
|
5.58K
$524K
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.19KNew |
$304K - $328K
|
4.19K
$393K
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.94KNew |
$286K - $308K
|
3.94K
$370K
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.75KNew |
$272K - $293K
|
3.75K
$352K
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
2.69KNew |
$195K - $211K
|
2.69K
$253K
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
2.64KNew |
$192K - $206K
|
2.64K
$248K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.45KNew |
$105K - $113K
|
1.45K
$136K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
600New |
$43.6K - $47K
|
600
$56.4K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
232New |
$16.9K - $18.2K
|
232
$21.8K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
133New |
$9.66K - $10.4K
|
133
$12.5K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
116New |
$8.43K - $9.08K
|
116
$10.9K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
106New |
$7.7K - $8.3K
|
106
$9.96K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
100New |
$7.27K - $7.83K
|
100
$9.4K
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
74New |
$5.38K - $5.79K
|
74
$6.95K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
72New |
$5.23K - $5.63K
|
72
$6.77K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
66New |
$4.79K - $5.17K
|
66
$6.2K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
57New |
$4.14K - $4.46K
|
57
$5.36K
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
12+ 0.34% |
$872 - $939
|
3.54K
$332K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5New |
$363 - $391
|
5
$470
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.35% |
$218 - $235
|
858
$80.6K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.39% |
$218 - $235
|
770
$72.4K
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$72.7 - $78.3
|
5.2K
$489K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 2.63% |
$72.7 - $78.3
|
39
$3.67K
|
|
Q1 2023 | |||||||
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
152KNew |
$10.7M - $11.8M
|
152K
$14.3M
|