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
|
Wfa Of San Diego, LLC
|
BUY
|
- |
600New |
$43.6K - $47K
|
600
$54.8K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
570+ 0.41% |
$41.4K - $44.6K
|
140K
$12.8M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
511New |
$37.1K - $40K
|
511
$46.6K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
473+ 121.59% |
$34.4K - $37K
|
862
$78.7K
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
462+ 1.61% |
$33.6K - $36.2K
|
29.2K
$2.67M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
433+ 4.96% |
$31.5K - $33.9K
|
9.16K
$835K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
417+ 3.08% |
$30.3K - $32.6K
|
14K
$1.27M
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
356+ 0.16% |
$25.9K - $27.9K
|
219K
$20M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
345+ 1.19% |
$25.1K - $27K
|
29.4K
$2.68M
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
343New |
$24.9K - $26.8K
|
343
$31.3K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
336+ 5.48% |
$24.4K - $26.3K
|
6.46K
$590K
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
329+ 8.97% |
$23.9K - $25.7K
|
4K
$365K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
317+ 587.04% |
$23K - $24.8K
|
371
$33.9K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
295New |
$21.4K - $23.1K
|
295
$26.9K
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
288+ 3.19% |
$20.9K - $22.5K
|
9.33K
$851K
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
275+ 2.23% |
$20K - $21.5K
|
12.6K
$1.15M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
264+ 8.05% |
$19.2K - $20.7K
|
3.54K
$323K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
232New |
$16.9K - $18.2K
|
232
$21.2K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
231+ 0.81% |
$16.8K - $18.1K
|
28.9K
$2.64M
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
216+ 5.0% |
$15.7K - $16.9K
|
4.53K
$414K
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
211+ 4.34% |
$15.3K - $16.5K
|
5.08K
$463K
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
202+ 1.19% |
$14.7K - $15.8K
|
17.2K
$1.57M
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
201+ 6.75% |
$14.6K - $15.7K
|
3.18K
$290K
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
201+ 3.18% |
$14.6K - $15.7K
|
6.52K
$595K
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
199+ 7.1% |
$14.5K - $15.6K
|
3K
$274K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
161New |
$11.7K - $12.6K
|
161
$14.7K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
157+ 341.3% |
$11.4K - $12.3K
|
203
$18.5K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
151+ 0.77% |
$11K - $11.8K
|
19.8K
$1.8M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
147+ 2.31% |
$10.7K - $11.5K
|
6.5K
$593K
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
144+ 0.09% |
$10.5K - $11.3K
|
164K
$14.9M
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
133New |
$9.66K - $10.4K
|
133
$12.1K
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
130+ 11.82% |
$9.44K - $10.2K
|
1.23K
$112K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
119New |
$8.65K - $9.31K
|
119
$10.9K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
116New |
$8.43K - $9.08K
|
116
$10.6K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
114+ 1.61% |
$8.28K - $8.92K
|
7.2K
$657K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
107+ 1.4% |
$7.77K - $8.37K
|
7.77K
$709K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
106New |
$7.7K - $8.3K
|
106
$9.67K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
100New |
$7.27K - $7.83K
|
100
$9.13K
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
100+ 0.71% |
$7.27K - $7.83K
|
14.3K
$1.3M
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
97+ 0.56% |
$7.05K - $7.59K
|
17.4K
$1.59M
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
93+ 0.47% |
$6.76K - $7.28K
|
19.9K
$1.82M
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
93+ 0.28% |
$6.76K - $7.28K
|
33.6K
$3.07M
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
74New |
$5.38K - $5.79K
|
74
$6.75K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
72New |
$5.23K - $5.63K
|
72
$6.57K
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
72+ 0.86% |
$5.23K - $5.63K
|
8.47K
$773K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
66New |
$4.79K - $5.17K
|
66
$6.02K
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
60+ 0.04% |
$4.36K - $4.7K
|
160K
$14.6M
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
57New |
$4.14K - $4.46K
|
57
$5.2K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
45+ 0.36% |
$3.27K - $3.52K
|
12.5K
$1.14M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
43+ 0.52% |
$3.12K - $3.37K
|
8.29K
$756K
|