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
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.24K- 5.19% |
$103K - $112K
|
22.6K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.29K- 16.19% |
$107K - $116K
|
6.66K
$664K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.33K- 10.02% |
$110K - $120K
|
11.9K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.33K- 1.58% |
$110K - $120K
|
82.8K
$8.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.34K- 31.23% |
$111K - $121K
|
2.96K
$295K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.4K- 69.39% |
$116K - $127K
|
618
$61.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 33.92% |
$117K - $128K
|
2.75K
$274K
|
|
|
Apr 12, 2024
Q1 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.41K- 0.69% |
$117K - $128K
|
204K
$20.4M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.44K- 67.27% |
$119K - $130K
|
700
$69.8K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.45K- 0.63% |
$120K - $131K
|
230K
$22.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.46K- 26.47% |
$121K - $132K
|
4.05K
$403K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.48K- 13.14% |
$122K - $134K
|
9.76K
$973K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.57K- 1.69% |
$130K - $142K
|
91K
$9.07M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.64K- 7.31% |
$136K - $148K
|
20.8K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.65K- 1.2% |
$137K - $149K
|
135K
$13.5M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.7K- 1.31% |
$141K - $154K
|
129K
$12.8M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.72K- 13.02% |
$143K - $156K
|
11.5K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.73K- 21.08% |
$143K - $156K
|
6.47K
$645K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.77K- 4.09% |
$147K - $160K
|
41.5K
$4.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.77K- 27.15% |
$147K - $160K
|
4.76K
$475K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.84K- 4.1% |
$152K - $166K
|
43K
$4.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.91K- 4.73% |
$159K - $173K
|
38.6K
$3.85M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.96K- 27.53% |
$163K - $177K
|
5.16K
$515K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.04K- 3.51% |
$169K - $184K
|
55.9K
$5.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.09K- 8.09% |
$173K - $189K
|
23.7K
$2.37M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.09K- 2.52% |
$173K - $189K
|
80.9K
$8.07M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.11K- 17.8% |
$175K - $191K
|
9.76K
$973K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.14K- 3.74% |
$178K - $194K
|
55.2K
$5.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.15K- 3.95% |
$178K - $194K
|
52.3K
$5.21M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.16K- 4.66% |
$179K - $195K
|
44.2K
$4.4M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.37K- 3.47% |
$196K - $214K
|
65.7K
$6.55M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.42K- 35.97% |
$201K - $219K
|
4.31K
$429K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.45K- 26.18% |
$203K - $222K
|
6.92K
$690K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.62K- 29.21% |
$217K - $237K
|
6.36K
$634K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.69K- 16.67% |
$223K - $243K
|
13.4K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.98K- 15.87% |
$247K - $269K
|
15.8K
$1.57M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.02K- 57.18% |
$250K - $273K
|
2.26K
$225K
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-3.05K- 3.2% |
$253K - $276K
|
92.2K
$9.19M
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-3.68K- 99.59% |
$305K - $332K
|
15
$1.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-4.35K- 1.32% |
$361K - $394K
|
325K
$32.4M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.39K- 5.92% |
$364K - $397K
|
69.8K
$6.95M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-4.47K- 2.03% |
$370K - $404K
|
215K
$21.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.58K- 2.06% |
$380K - $414K
|
218K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.8K- 3.36% |
$397K - $434K
|
138K
$13.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.57K- 1.09% |
$461K - $504K
|
504K
$50.3M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-5.59K- 5.86% |
$463K - $505K
|
89.7K
$8.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.75K- 0.9% |
$476K - $520K
|
633K
$63.1M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-5.81K- 2.26% |
$482K - $526K
|
251K
$25M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.74K- 11.68% |
$559K - $610K
|
51K
$5.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.89K- 3.8% |
$571K - $623K
|
175K
$17.4M
|