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 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-63- 0.69% |
$4.58K - $4.93K
|
9.12K
$832K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-65- 8.59% |
$4.72K - $5.09K
|
692
$63.2K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-66- 0.48% |
$4.79K - $5.17K
|
13.8K
$1.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-73- 2.65% |
$5.3K - $5.71K
|
2.68K
$245K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-82- 0.84% |
$5.96K - $6.42K
|
9.68K
$884K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-93- 0.97% |
$6.76K - $7.28K
|
9.54K
$871K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-96- 2.1% |
$6.97K - $7.51K
|
4.48K
$409K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-96- 22.75% |
$6.97K - $7.51K
|
326
$29.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-97- 2.25% |
$7.05K - $7.59K
|
4.22K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-100- 2.03% |
$7.27K - $7.83K
|
4.83K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-100- 2.46% |
$7.27K - $7.83K
|
3.97K
$362K
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-102- 0.69% |
$7.41K - $7.98K
|
14.6K
$1.34M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-103- 3.35% |
$7.48K - $8.06K
|
2.97K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-107- 0.88% |
$7.77K - $8.37K
|
12K
$1.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-113- 1.25% |
$8.21K - $8.84K
|
8.96K
$818K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-122- 1.86% |
$8.86K - $9.55K
|
6.42K
$586K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-124- 2.43% |
$9.01K - $9.7K
|
4.99K
$455K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-127- 44.88% |
$9.23K - $9.94K
|
156
$14.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-127- 4.14% |
$9.23K - $9.94K
|
2.94K
$268K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-129- 77.25% |
$9.37K - $10.1K
|
38
$3.47K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-134- 7.24% |
$9.74K - $10.5K
|
1.72K
$157K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-150- 3.08% |
$10.9K - $11.7K
|
4.73K
$431K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-150- 2.75% |
$10.9K - $11.7K
|
5.31K
$485K
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-157- 0.31% |
$11.4K - $12.3K
|
50K
$4.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-166- 2.11% |
$12.1K - $13K
|
7.71K
$704K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-170- 5.92% |
$12.4K - $13.3K
|
2.7K
$246K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-172- 2.72% |
$12.5K - $13.5K
|
6.15K
$561K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-173- 4.67% |
$12.6K - $13.5K
|
3.53K
$322K
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-178- 1.99% |
$12.9K - $13.9K
|
8.77K
$800K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-190- 10.75% |
$13.8K - $14.9K
|
1.58K
$144K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-195- 5.51% |
$14.2K - $15.3K
|
3.35K
$305K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-206- 5.14% |
$15K - $16.1K
|
3.8K
$347K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-223- 1.52% |
$16.2K - $17.5K
|
14.4K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-230- 7.16% |
$16.7K - $18K
|
2.98K
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-241- 2.34% |
$17.5K - $18.9K
|
10.1K
$918K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-246- 2.86% |
$17.9K - $19.3K
|
8.37K
$764K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-247- 0.94% |
$17.9K - $19.3K
|
26.1K
$2.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-286- 1.71% |
$20.8K - $22.4K
|
16.4K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-304- 2.67% |
$22.1K - $23.8K
|
11.1K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-322- 4.32% |
$23.4K - $25.2K
|
7.14K
$651K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-332- 3.27% |
$24.1K - $26K
|
9.82K
$896K
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-338- 2.63% |
$24.6K - $26.5K
|
12.5K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-361- 1.49% |
$26.2K - $28.3K
|
23.9K
$2.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-365- 0.29% |
$26.5K - $28.6K
|
124K
$11.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-399- 0.9% |
$29K - $31.2K
|
43.9K
$4.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 13.33% |
$29.1K - $31.3K
|
2.6K
$237K
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-401- 65.42% |
$29.1K - $31.4K
|
212
$19.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-434- 9.82% |
$31.5K - $34K
|
3.99K
$364K
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-438- 0.79% |
$31.8K - $34.3K
|
55.3K
$5.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-453- 5.85% |
$32.9K - $35.5K
|
7.29K
$665K
|