Purchases and Sales Made in Q2 2023 in Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

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
Jul 14, 2023 Q2 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
3K
+ 32.78%
$218K - $235K
12.2K $1.16M
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
2.98K
New
$216K - $233K
2.98K $284K
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
2.93K
+ 82.2%
$213K - $229K
6.49K $618K
Jul 19, 2023 Q2 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
2.8K
+ 1.23%
$204K - $219K
230K $21.9M
Aug 01, 2023 Q2 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
2.78K
+ 0.56%
$202K - $218K
497K $47.4M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.77K
+ 11.39%
$201K - $217K
27.1K $2.58M
Jul 19, 2023 Q2 2023
Weaver Consulting Group

BUY
 -
2.75K
New
$199K - $215K
2.75K $262K
Jul 31, 2023 Q2 2023
Klingman & Associates, LLC

BUY
 -
2.69K
New
$195K - $211K
2.69K $256K
Jul 12, 2023 Q2 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
2.65K
New
$193K - $208K
2.65K $253K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2.65K
New
$192K - $207K
2.65K $252K
Jul 18, 2023 Q2 2023
Members Trust CO

BUY
 -
2.64K
New
$192K - $206K
2.64K $251K
Jul 18, 2023 Q2 2023
Greenhouse Wealth Management, LLC

BUY
 -
2.63K
New
$191K - $206K
2.63K $251K
Aug 14, 2023 Q2 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
2.63K
New
$191K - $205K
2.63K $250K
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
2.62K
New
$190K - $205K
2.62K $250K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
2.61K
+ 6.35%
$190K - $204K
43.7K $4.16M
Aug 23, 2023 Q2 2023
Headinvest, LLC

Portland, ME
BUY
 -
2.61K
New
$189K - $204K
2.61K $248K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.58K
New
$188K - $202K
2.58K $246K
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
2.27K
+ 7.58%
$165K - $178K
32.3K $3.07M
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

BUY
 -
2.24K
+ 1.58%
$163K - $175K
144K $13.7M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
2.21K
+ 42.68%
$161K - $173K
7.4K $705K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
2.1K
+ 2.29%
$153K - $165K
94K $8.95M
Aug 10, 2023 Q2 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
2.06K
+ 15.32%
$150K - $161K
15.5K $1.48M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
2K
New
$145K - $156K
2K $190K
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
1.96K
+ 8.21%
$143K - $154K
25.9K $2.46M
Jul 31, 2023 Q2 2023
Moloney Securities Asset Management, LLC

BUY
 -
1.95K
+ 9.25%
$142K - $153K
23.1K $2.2M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
1.9K
+ 2.45%
$138K - $149K
79.4K $7.56M
Aug 07, 2023 Q2 2023
Mc Ilrath & Eck, LLC

BUY
 -
1.78K
New
$130K - $140K
1.78K $170K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
1.66K
+ 7.06%
$120K - $130K
25.1K $2.39M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
1.52K
New
$110K - $119K
1.52K $145K
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
1.45K
New
$105K - $113K
1.45K $138K
Jul 13, 2023 Q2 2023
Atlas Private Wealth Management

BUY
 -
1.31K
+ 5.4%
$94.9K - $102K
25.5K $2.43M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.31K
+ 3.18%
$94.8K - $102K
42.3K $4.03M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
1.28K
+ 128100.0%
$93.1K - $100K
1.28K $122K
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
1.23K
+ 1.5%
$89.7K - $96.6K
83.4K $7.95M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.18K
+ 2.94%
$85.9K - $92.6K
41.4K $3.94M
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
1.18K
+ 23.94%
$85.4K - $92K
6.09K $580K
Jul 07, 2023 Q2 2023
Virginia National Bank

BUY
 -
1.03K
+ 5.25%
$74.5K - $80.3K
20.6K $1.96M
Aug 14, 2023 Q2 2023
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
953
+ 3.12%
$69.2K - $74.6K
31.5K $3M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
856
+ 3.41%
$62.2K - $67K
25.9K $2.47M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
826
+ 20.78%
$60K - $64.6K
4.8K $457K
Jul 13, 2023 Q2 2023
Zwj Investment Counsel Inc

BUY
 -
802
+ 14.98%
$58.3K - $62.8K
6.16K $586K
Jul 17, 2023 Q2 2023
Erts Wealth Advisors, LLC

BUY
 -
802
+ 0.62%
$58.3K - $62.8K
129K $12.3M
Aug 08, 2023 Q2 2023
Essex Financial Services, Inc.

BUY
 -
718
+ 7.04%
$52.2K - $56.2K
10.9K $1.04M
Aug 02, 2023 Q2 2023
Wealth Alliance

Mellville, NY
BUY
 -
707
+ 14.93%
$51.4K - $55.3K
5.44K $518K
Aug 08, 2023 Q2 2023
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
689
+ 1.22%
$50.1K - $53.9K
57.3K $5.46M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
683
+ 0.63%
$49.6K - $53.5K
110K $10.4M
Jul 26, 2023 Q2 2023
High Mark Wealth Management LLC

BUY
 -
662
+ 0.8%
$48.1K - $51.8K
83.9K $7.99M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
640
+ 6.85%
$46.5K - $50.1K
9.98K $950K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
631
New
$45.8K - $49.4K
631 $60.1K

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