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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.65K+ 2.84% |
$136K - $149K
|
59.7K
$5.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.64K+ 0.76% |
$135K - $148K
|
216K
$21.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.63KNew |
$135K - $147K
|
1.63K
$162K
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.59K+ 20.45% |
$132K - $144K
|
9.35K
$932K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.56KNew |
$129K - $141K
|
1.56K
$155K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.5K+ 33.08% |
$124K - $136K
|
6.04K
$602K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.48K+ 31.84% |
$122K - $134K
|
6.12K
$610K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.43K+ 9.19% |
$119K - $130K
|
17K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.42K+ 14.61% |
$118K - $129K
|
11.2K
$1.11M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.38K+ 0.75% |
$115K - $125K
|
185K
$18.4M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.36KNew |
$113K - $123K
|
1.36K
$136K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.32K+ 10.61% |
$109K - $119K
|
13.7K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.28K+ 6.4% |
$106K - $116K
|
21.3K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.23K+ 84.55% |
$102K - $111K
|
2.68K
$267K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.22KNew |
$101K - $111K
|
1.22K
$122K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 38.74% |
$101K - $111K
|
4.38K
$436K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.13K+ 2.03% |
$93.9K - $102K
|
56.9K
$5.67M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.1K+ 41.59% |
$91.2K - $99.5K
|
3.75K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.08K+ 9.32% |
$89.3K - $97.5K
|
12.6K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.03K+ 0.26% |
$85.2K - $93K
|
394K
$39.2M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.02KNew |
$84.6K - $92.3K
|
1.02K
$102K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.01K+ 0.67% |
$83.8K - $91.4K
|
151K
$15.1M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
1.01K+ 14.61% |
$83.7K - $91.3K
|
7.93K
$790K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
999New |
$82.8K - $90.3K
|
999
$99.6K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
950+ 11.11% |
$78.7K - $85.9K
|
9.5K
$947K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
938+ 3.73% |
$77.7K - $84.8K
|
26.1K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
888+ 0.68% |
$73.6K - $80.3K
|
132K
$13.1M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
875+ 6.6% |
$72.5K - $79.1K
|
14.1K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
853+ 13.05% |
$70.7K - $77.1K
|
7.39K
$737K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
843+ 51.72% |
$69.9K - $76.2K
|
2.47K
$247K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
825+ 1309.52% |
$68.4K - $74.6K
|
888
$88.5K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
800+ 12.95% |
$66.3K - $72.4K
|
6.98K
$696K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
794+ 1.06% |
$65.8K - $71.8K
|
75.8K
$7.55M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
709+ 319.37% |
$58.8K - $64.1K
|
931
$92.8K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
702+ 10.18% |
$58.2K - $63.5K
|
7.6K
$757K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
694+ 0.7% |
$57.5K - $62.8K
|
99.7K
$9.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
685+ 0.66% |
$56.8K - $62K
|
105K
$10.5M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
680+ 1.7% |
$56.4K - $61.5K
|
40.7K
$4.05M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
679+ 16.57% |
$56.3K - $61.4K
|
4.78K
$476K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
646+ 13.41% |
$53.5K - $58.4K
|
5.47K
$545K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
645+ 0.47% |
$53.5K - $58.3K
|
137K
$13.6M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
598New |
$49.6K - $54.1K
|
598
$59.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
581+ 0.36% |
$48.1K - $52.5K
|
163K
$16.3M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
579+ 4.5% |
$48K - $52.4K
|
13.5K
$1.34M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
565+ 1.68% |
$46.8K - $51.1K
|
34.2K
$3.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
550+ 1.48% |
$45.6K - $49.7K
|
37.7K
$3.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
544+ 53.44% |
$45.1K - $49.2K
|
1.56K
$156K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
522+ 2.63% |
$43.3K - $47.2K
|
20.4K
$2.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
518+ 8.54% |
$42.9K - $46.8K
|
6.58K
$656K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
510+ 7.34% |
$42.3K - $46.1K
|
7.46K
$743K
|