Purchases and Sales Made in Q1 2023 in Ishares Core S&P U.S. Value Et (IUSV)
This table provides information about the institutional ownership of Ishares Core S&P U.S. Value Et (IUSV) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P U.S. VALUE ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-365- 6.67% |
$25.6K - $28.4K
|
5.11K
$486K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-373- 0.45% |
$26.2K - $29K
|
82.2K
$7.83M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-383- 12.03% |
$26.9K - $29.8K
|
2.8K
$267K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-384- 4.77% |
$27K - $29.9K
|
7.66K
$729K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-390- 50.06% |
$27.4K - $30.4K
|
389
$37.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-417- 9.01% |
$29.3K - $32.5K
|
4.21K
$401K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-425- 34.41% |
$29.8K - $33.1K
|
810
$77.2K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-434- 10.73% |
$30.5K - $33.8K
|
3.61K
$344K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-442- 2.47% |
$31K - $34.4K
|
17.4K
$1.66M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-462- 12.35% |
$32.4K - $36K
|
3.28K
$312K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-474- 19.93% |
$33.3K - $36.9K
|
1.9K
$181K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-478- 11.66% |
$33.6K - $37.2K
|
3.62K
$345K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-498- 9.21% |
$35K - $38.8K
|
4.91K
$468K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-503- 0.39% |
$35.3K - $39.2K
|
130K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-539- 7.82% |
$37.8K - $42K
|
6.35K
$605K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-547- 0.31% |
$38.4K - $42.6K
|
175K
$16.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-549- 1.97% |
$38.5K - $42.7K
|
27.3K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-568- 4.19% |
$39.9K - $44.2K
|
13K
$1.24M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-606- 2.25% |
$42.5K - $47.2K
|
26.3K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-617- 7.09% |
$43.3K - $48K
|
8.09K
$771K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-620- 1.55% |
$43.5K - $48.3K
|
39.4K
$3.76M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-627- 0.93% |
$44K - $48.8K
|
66.6K
$6.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-673- 10.18% |
$47.3K - $52.4K
|
5.94K
$566K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-679- 3.02% |
$47.7K - $52.9K
|
21.8K
$2.08M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-700- 26.2% |
$49.1K - $54.5K
|
1.97K
$188K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-710- 7.87% |
$49.8K - $55.3K
|
8.32K
$792K
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-710- 0.68% |
$49.8K - $55.3K
|
104K
$9.86M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-760- 3.84% |
$53.4K - $59.2K
|
19K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-762- 3.97% |
$53.5K - $59.3K
|
18.5K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-844- 10.16% |
$59.3K - $65.7K
|
7.46K
$711K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-910- 2.39% |
$63.9K - $70.9K
|
37.1K
$3.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-953- 6.42% |
$66.9K - $74.2K
|
13.9K
$1.32M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-956- 1.39% |
$67.1K - $74.4K
|
67.6K
$6.44M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-967- 0.89% |
$67.9K - $75.3K
|
108K
$10.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-985- 2.91% |
$69.2K - $76.7K
|
32.9K
$3.13M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-992- 0.9% |
$69.6K - $77.2K
|
109K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-996- 3.16% |
$69.9K - $77.5K
|
30.5K
$2.91M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.01K- 6.8% |
$70.8K - $78.6K
|
13.8K
$1.32M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.02K- 17.16% |
$71.6K - $79.4K
|
4.93K
$469K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 3.38% |
$73.7K - $81.8K
|
30K
$2.86M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.07K- 3.62% |
$74.8K - $83K
|
28.4K
$2.7M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.13K- 13.25% |
$79.3K - $87.9K
|
7.39K
$704K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.22K- 17.1% |
$85.9K - $95.3K
|
5.93K
$565K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.26K- 62.64% |
$88.2K - $97.8K
|
749
$71.3K
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.28K- 3.25% |
$89.7K - $99.4K
|
38K
$3.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.37K- 16.18% |
$96K - $106K
|
7.08K
$675K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.56K- 22.56% |
$110K - $122K
|
5.37K
$511K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.62K- 18.16% |
$113K - $126K
|
7.28K
$694K
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.75K- 1.23% |
$123K - $136K
|
141K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.77K- 2.62% |
$124K - $138K
|
65.7K
$6.26M
|