Purchases and Sales Made in Q1 2024 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 2024. 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 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
19.7KNew |
$1.63M - $1.78M
|
19.7K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 66.4% |
$1.46M - $1.6M
|
44.2K
$4.07M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.5K+ 6.35% |
$1.45M - $1.58M
|
293K
$27M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.4K+ 9.06% |
$1.44M - $1.57M
|
210K
$19.3M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
17.3K+ 13.31% |
$1.43M - $1.56M
|
147K
$13.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
16.3K+ 168.73% |
$1.35M - $1.47M
|
25.9K
$2.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
14.9K+ 4.1% |
$1.24M - $1.35M
|
379K
$34.8M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.8K+ 13.78% |
$1.15M - $1.25M
|
114K
$10.5M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.1K+ 365.08% |
$1.09M - $1.19M
|
16.7K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
12.9K+ 5.72% |
$1.07M - $1.17M
|
239K
$22M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.6K+ 8.53% |
$1.05M - $1.14M
|
161K
$14.8M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.2K+ 136.37% |
$1.01M - $1.1M
|
21.1K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.1K+ 414.36% |
$1M - $1.1M
|
15K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.97K+ 4.66% |
$827K - $902K
|
224K
$20.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
9.96K+ 2.92% |
$825K - $901K
|
351K
$32.3M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
9.88K+ 48.12% |
$819K - $893K
|
30.4K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.78K+ 22.19% |
$811K - $885K
|
53.9K
$4.95M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.25K+ 1.93% |
$767K - $837K
|
488K
$44.8M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.96K+ 6.59% |
$742K - $810K
|
145K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.89K+ 67.42% |
$737K - $804K
|
22.1K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8.75K+ 5.77% |
$725K - $791K
|
160K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
8.52KNew |
$706K - $771K
|
8.52K
$784K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
7.63KNew |
$632K - $690K
|
7.63K
$702K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
7.59K+ 6.85% |
$629K - $687K
|
118K
$10.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
7.47KNew |
$619K - $676K
|
7.47K
$687K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.04K+ 26.96% |
$583K - $637K
|
33.2K
$3.05M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.02K+ 5.51% |
$582K - $635K
|
135K
$12.4M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.97K+ 2.66% |
$578K - $631K
|
269K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.82K+ 52.05% |
$565K - $616K
|
19.9K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6.12K+ 6.7% |
$507K - $554K
|
97.5K
$8.97M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.84KNew |
$484K - $528K
|
5.84K
$537K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.49KNew |
$455K - $497K
|
5.49K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.48K+ 32223.53% |
$454K - $495K
|
5.5K
$505K
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
5.44K+ 1.18% |
$451K - $492K
|
468K
$43M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.31KNew |
$440K - $481K
|
5.31K
$489K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.22KNew |
$433K - $472K
|
5.22K
$480K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.1KNew |
$423K - $461K
|
5.1K
$469K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.02K+ 7.2% |
$416K - $454K
|
74.7K
$6.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.93K+ 16.99% |
$409K - $446K
|
34K
$3.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.8KNew |
$398K - $434K
|
4.8K
$442K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.5KNew |
$373K - $407K
|
4.5K
$414K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
4.39K+ 3.93% |
$363K - $397K
|
116K
$10.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.26K+ 27.44% |
$353K - $385K
|
19.8K
$1.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.22K+ 24.15% |
$350K - $382K
|
21.7K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
4.15K+ 23.3% |
$344K - $376K
|
22K
$2.02M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.05KNew |
$336K - $367K
|
4.05K
$373K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.96KNew |
$328K - $358K
|
3.96K
$364K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.85K+ 27.07% |
$319K - $348K
|
18.1K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.82K+ 6.5% |
$316K - $345K
|
62.5K
$5.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.74KNew |
$310K - $338K
|
3.74K
$344K
|