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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-8.52K- 98.64% |
$598K - $663K
|
117
$11.1K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.57K- 9.77% |
$602K - $667K
|
79.1K
$7.54M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.36K- 5.41% |
$657K - $729K
|
164K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.52K- 0.93% |
$669K - $741K
|
1.01M
$96.2M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-9.81K- 14.3% |
$689K - $764K
|
58.8K
$5.6M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-10.4K- 17.89% |
$727K - $806K
|
47.5K
$4.53M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 10.2% |
$744K - $825K
|
93.3K
$8.88M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.2K- 31.5% |
$785K - $870K
|
24.3K
$2.32M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.4K- 12.72% |
$799K - $886K
|
78K
$7.43M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.6K- 79.69% |
$816K - $904K
|
2.96K
$282K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.7K- 3.5% |
$824K - $914K
|
324K
$30.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.6K- 1.14% |
$885K - $982K
|
1.1M
$105M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.9K- 48.22% |
$1.11M - $1.24M
|
17K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.1K- 70.91% |
$1.13M - $1.25M
|
6.59K
$628K
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-18.1K- 18.78% |
$1.27M - $1.41M
|
78.4K
$7.47M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.6K- 5.62% |
$1.38M - $1.53M
|
330K
$31.4M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.7K- 2.78% |
$1.45M - $1.61M
|
723K
$68.8M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-20.9K- 23.28% |
$1.47M - $1.63M
|
68.8K
$6.56M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21K- 24.77% |
$1.47M - $1.63M
|
63.8K
$6.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.7K- 3.27% |
$1.52M - $1.69M
|
641K
$61.1M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-22.2K- 10.44% |
$1.56M - $1.73M
|
190K
$18.1M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-23K- 9.76% |
$1.61M - $1.79M
|
213K
$20.2M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-25.8K- 19.48% |
$1.81M - $2.01M
|
107K
$10.2M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-26.7K- 66.16% |
$1.88M - $2.08M
|
13.7K
$1.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.5K- 18.98% |
$1.93M - $2.14M
|
117K
$11.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-28.4K- 0.51% |
$2M - $2.21M
|
5.5M
$524M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-28.9K- 3.19% |
$2.03M - $2.25M
|
880K
$83.8M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-28.9K- 3.19% |
$2.03M - $2.25M
|
880K
$83.8M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-30.6K- 11.27% |
$2.15M - $2.38M
|
241K
$22.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-36K- 46.76% |
$2.53M - $2.81M
|
41K
$3.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-36.8K- 6.41% |
$2.58M - $2.87M
|
537K
$51.2M
|
|
|
May 03, 2023
Q1 2023
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-38.3K- 47.08% |
$2.69M - $2.98M
|
43.1K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-38.9K- 39.22% |
$2.73M - $3.03M
|
60.3K
$5.74M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-40K- 47.22% |
$2.81M - $3.12M
|
44.8K
$4.26M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-43.1K- 93.11% |
$3.03M - $3.36M
|
3.19K
$304K
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-44.9K- 22.82% |
$3.15M - $3.49M
|
152K
$14.4M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-47.2K- 100.0% |
$3.31M - $3.68M
|
1
$95.3
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-51K- 0.44% |
$3.58M - $3.97M
|
11.6M
$1.1B
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-54K- 53.63% |
$3.79M - $4.2M
|
46.7K
$4.44M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-56.9K- 9.64% |
$3.99M - $4.43M
|
533K
$50.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-58K- 31.1% |
$4.07M - $4.51M
|
128K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-63.8K- 3.88% |
$4.48M - $4.97M
|
1.58M
$151M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-67.8K- 12.29% |
$4.76M - $5.28M
|
484K
$46.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-108K- 93.32% |
$7.56M - $8.39M
|
7.71K
$735K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-148K- 36.38% |
$10.4M - $11.5M
|
259K
$24.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-244K- 98.09% |
$17.2M - $19M
|
4.76K
$454K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-265K- 11.55% |
$18.6M - $20.6M
|
2.03M
$193M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-415K- 58.68% |
$29.2M - $32.3M
|
293K
$27.9M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-510K- 0.94% |
$35.8M - $39.7M
|
54M
$5.14B
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-553K- 46.1% |
$38.8M - $43M
|
646K
$61.6M
|