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 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
39New |
$2.83K - $3.05K
|
39
$3.56K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.9% |
$2.03K - $2.19K
|
3.14K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
25+ 0.68% |
$1.82K - $1.96K
|
3.7K
$337K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
23+ 4.93% |
$1.67K - $1.8K
|
490
$44.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
18+ 0.24% |
$1.31K - $1.41K
|
7.41K
$676K
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
17+ 0.37% |
$1.24K - $1.33K
|
4.57K
$417K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16+ 0.43% |
$1.16K - $1.25K
|
3.77K
$344K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
15+ 0.3% |
$1.09K - $1.17K
|
4.99K
$456K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
13+ 0.36% |
$944 - $1.02K
|
3.59K
$327K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
12+ 0.34% |
$872 - $939
|
3.54K
$323K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11+ 0.37% |
$799 - $861
|
2.99K
$273K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9+ 0.08% |
$654 - $704
|
10.7K
$976K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.51% |
$581 - $626
|
1.58K
$144K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7+ 0.08% |
$509 - $548
|
8.29K
$756K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
7+ 0.08% |
$509 - $548
|
8.97K
$818K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.4% |
$436 - $470
|
1.52K
$139K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5New |
$363 - $391
|
5
$456
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
5+ 0.08% |
$363 - $391
|
6.12K
$559K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 0.13% |
$363 - $391
|
3.92K
$358K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.1% |
$291 - $313
|
3.99K
$364K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.4% |
$291 - $313
|
1.01K
$91.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
4+ 0.08% |
$291 - $313
|
5.19K
$473K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.35% |
$218 - $235
|
858
$78.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3+ 0.06% |
$218 - $235
|
5.13K
$468K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.39% |
$218 - $235
|
770
$70.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 0.33% |
$218 - $235
|
916
$83.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$218 - $235
|
3.37K
$308K
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.04% |
$72.7 - $78.3
|
2.39K
$218K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 2.63% |
$72.7 - $78.3
|
39
$3.56K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$72.7 - $78.3
|
8.34K
$761K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.45% |
$72.7 - $78.3
|
70
$6.39K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$72.7 - $78.3
|
5.2K
$475K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$72.7 - $78.3
|
3.02K
$275K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6- 2.11% |
$436 - $470
|
279
$25.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-9- 0.25% |
$654 - $704
|
3.61K
$330K
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-17- 0.32% |
$1.24K - $1.33K
|
5.3K
$484K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-18- 0.05% |
$1.31K - $1.41K
|
37.1K
$3.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-21- 0.52% |
$1.53K - $1.64K
|
4K
$365K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-22- 0.3% |
$1.6K - $1.72K
|
7.24K
$660K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-23- 0.82% |
$1.67K - $1.8K
|
2.79K
$254K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-24- 0.18% |
$1.74K - $1.88K
|
13.4K
$1.22M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-26Closed |
$1.89K - $2.03K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-31- 0.84% |
$2.25K - $2.43K
|
3.66K
$334K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-31- 6.08% |
$2.25K - $2.43K
|
479
$43.7K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36- 1.22% |
$2.62K - $2.82K
|
2.93K
$267K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36- 1.22% |
$2.62K - $2.82K
|
2.93K
$267K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-38- 0.9% |
$2.76K - $2.97K
|
4.18K
$381K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-40- 2.23% |
$2.91K - $3.13K
|
1.75K
$160K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-41- 0.29% |
$2.98K - $3.21K
|
14.3K
$1.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-45- 1.18% |
$3.27K - $3.52K
|
3.78K
$345K
|