Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
12.3K+ 60.67% |
$897K - $966K
|
32.7K
$2.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
12.2K+ 2.53% |
$890K - $959K
|
496K
$45.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.6K+ 8.67% |
$846K - $911K
|
146K
$13.3M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11.3K+ 3.37% |
$823K - $886K
|
348K
$31.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11.3K+ 3.37% |
$823K - $886K
|
348K
$31.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.3K+ 5.41% |
$822K - $886K
|
221K
$20.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.7KNew |
$781K - $841K
|
10.7K
$981K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10.1K+ 1942.31% |
$734K - $790K
|
10.6K
$969K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.99K+ 54.45% |
$725K - $782K
|
28.3K
$2.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
9.59K+ 7.49% |
$697K - $751K
|
138K
$12.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
8.96K+ 4.18% |
$651K - $701K
|
223K
$20.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.15K+ 97.97% |
$592K - $638K
|
16.5K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.64K+ 0.76% |
$555K - $598K
|
1.02M
$92.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.63KNew |
$555K - $597K
|
7.63K
$697K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.37K+ 9.68% |
$536K - $577K
|
83.5K
$7.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
7.22K+ 40.5% |
$524K - $565K
|
25K
$2.29M
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6.84K+ 3.9% |
$497K - $535K
|
182K
$16.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.3K+ 3.16% |
$457K - $493K
|
205K
$18.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.1K+ 4.71% |
$443K - $477K
|
135K
$12.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.08K+ 7.91% |
$441K - $476K
|
82.9K
$7.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.89K+ 9.39% |
$428K - $461K
|
68.6K
$6.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.84KNew |
$424K - $457K
|
5.84K
$533K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.64K+ 56.18% |
$409K - $441K
|
15.7K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.63KNew |
$409K - $440K
|
5.63K
$513K
|
|
|
Jul 18, 2023
Q2 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
5.58KNew |
$405K - $436K
|
5.58K
$509K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
5.31K+ 14.71% |
$386K - $415K
|
41.4K
$3.78M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
4.86K+ 7.05% |
$353K - $380K
|
73.7K
$6.72M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
4.86K+ 7.05% |
$353K - $380K
|
73.7K
$6.72M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.81K+ 2.27% |
$349K - $376K
|
217K
$19.8M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.69K+ 3.03% |
$341K - $367K
|
160K
$14.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.52K+ 3.36% |
$328K - $354K
|
139K
$12.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.26K+ 6.97% |
$309K - $333K
|
65.3K
$5.96M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.19KNew |
$304K - $328K
|
4.19K
$382K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.13K+ 12.55% |
$300K - $323K
|
37K
$3.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.12KNew |
$299K - $322K
|
4.12K
$376K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
4.07K+ 45.22% |
$296K - $319K
|
13.1K
$1.19M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.95K+ 3.24% |
$287K - $309K
|
126K
$11.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.94KNew |
$286K - $308K
|
3.94K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.83K+ 24.87% |
$278K - $300K
|
19.2K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.75KNew |
$272K - $293K
|
3.75K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.73K+ 2.0% |
$271K - $292K
|
190K
$17.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.72K+ 4.29% |
$270K - $291K
|
90.4K
$8.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.56K+ 2.73% |
$259K - $279K
|
134K
$12.2M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
3.48KNew |
$253K - $272K
|
3.48K
$317K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.28KNew |
$238K - $257K
|
3.28K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.21K+ 1.07% |
$233K - $251K
|
303K
$27.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.13K+ 12.21% |
$227K - $245K
|
28.8K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.07KNew |
$223K - $241K
|
3.07K
$281K
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
3K+ 8.77% |
$218K - $235K
|
37.2K
$3.4M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3K+ 65.36% |
$218K - $235K
|
7.59K
$693K
|