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 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-13.5K- 3.48% |
$984K - $1.06M
|
376K
$34.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-13.6K- 26.93% |
$987K - $1.06M
|
36.9K
$3.36M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-13.7K- 7.33% |
$997K - $1.07M
|
174K
$15.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.6K- 71.95% |
$1.06M - $1.14M
|
5.68K
$519K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.6K- 64.97% |
$1.13M - $1.22M
|
8.41K
$767K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-15.7K- 16.02% |
$1.14M - $1.23M
|
82.3K
$7.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-17.1K- 31.81% |
$1.25M - $1.34M
|
36.7K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-17.4K- 16.06% |
$1.26M - $1.36M
|
90.7K
$8.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.9K- 29.62% |
$1.37M - $1.48M
|
44.9K
$4.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.8K- 5.89% |
$1.44M - $1.55M
|
316K
$28.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20.4K- 64.55% |
$1.49M - $1.6M
|
11.2K
$1.02M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-21.9K- 0.95% |
$1.59M - $1.72M
|
2.28M
$208M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-22.2K- 1.1% |
$1.61M - $1.74M
|
2M
$183M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25.1K- 11.82% |
$1.82M - $1.97M
|
187K
$17.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-28.5K- 8.38% |
$2.07M - $2.23M
|
311K
$28.4M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-30.4K- 12.61% |
$2.21M - $2.38M
|
210K
$19.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-34.1K- 29.11% |
$2.48M - $2.67M
|
83.1K
$7.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.4K- 23.47% |
$2.79M - $3.01M
|
125K
$11.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-42.5K- 5.31% |
$3.09M - $3.33M
|
758K
$69.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.5K- 4.23% |
$3.38M - $3.64M
|
1.05M
$95.9M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-49.5K- 3.91% |
$3.6M - $3.88M
|
1.22M
$111M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-56.8K- 28.67% |
$4.13M - $4.45M
|
141K
$12.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-62.5K- 73.85% |
$4.54M - $4.89M
|
22.1K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-88.2K- 30.16% |
$6.41M - $6.91M
|
204K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-97.2K- 17.33% |
$7.06M - $7.61M
|
464K
$42.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-107K- 16.58% |
$7.79M - $8.39M
|
539K
$49.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-109K- 16.98% |
$7.91M - $8.52M
|
532K
$48.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-110K- 12.5% |
$7.99M - $8.6M
|
770K
$70.3M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-110K- 12.5% |
$7.99M - $8.6M
|
770K
$70.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-119K- 10.5% |
$8.65M - $9.31M
|
1.01M
$92.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-150K- 2.72% |
$10.9M - $11.7M
|
5.35M
$488M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-164K- 1.42% |
$11.9M - $12.8M
|
11.4M
$1.04B
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-171K- 5.07% |
$12.5M - $13.4M
|
3.21M
$293M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-181K- 23.29% |
$13.2M - $14.2M
|
597K
$54.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.49M- 99.82% |
$108M - $116M
|
2.72K
$248K
|