Purchases and Sales Made in Q2 2024 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 2024. 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 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.82KNew |
$412K - $436K
|
4.82K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.77KNew |
$407K - $431K
|
4.77K
$435K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.57K+ 66.07% |
$390K - $413K
|
11.5K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.48K+ 2.75% |
$383K - $405K
|
167K
$15.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.12K+ 0.25% |
$352K - $373K
|
1.64M
$150M
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.04K+ 18.61% |
$345K - $365K
|
25.8K
$2.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.88K+ 18.8% |
$332K - $351K
|
24.5K
$2.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.68K+ 70.33% |
$314K - $333K
|
8.92K
$814K
|
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.68KNew |
$314K - $333K
|
3.68K
$336K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.64K+ 0.31% |
$311K - $329K
|
1.17M
$107M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.62K+ 0.47% |
$309K - $327K
|
773K
$70.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.41K+ 2.59% |
$292K - $309K
|
135K
$12.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.27K+ 13.14% |
$279K - $295K
|
28.1K
$2.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.02K+ 17.01% |
$258K - $273K
|
20.8K
$1.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.9KNew |
$248K - $262K
|
2.9K
$265K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.87K+ 6.33% |
$245K - $260K
|
48.3K
$4.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.85KNew |
$244K - $258K
|
2.85K
$260K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.85KNew |
$243K - $257K
|
2.85K
$260K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.83KNew |
$242K - $256K
|
2.83K
$258K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.67K+ 3.52% |
$228K - $242K
|
78.6K
$7.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.64K+ 0.18% |
$225K - $238K
|
1.43M
$131M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.63KNew |
$225K - $238K
|
2.63K
$240K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.62K+ 75.22% |
$224K - $237K
|
6.11K
$558K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
2.61KNew |
$223K - $236K
|
2.61K
$238K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.47KNew |
$211K - $224K
|
2.47K
$226K
|
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
2.45K+ 8.96% |
$209K - $221K
|
29.8K
$2.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.42K+ 2.45% |
$207K - $219K
|
101K
$9.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.37KNew |
$202K - $214K
|
2.37K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.37KNew |
$202K - $214K
|
2.37K
$216K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
2.36K+ 15.94% |
$202K - $213K
|
17.2K
$1.57M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.27KNew |
$194K - $205K
|
2.27K
$207K
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.09K+ 0.87% |
$179K - $189K
|
241K
$22M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.08K+ 27.86% |
$178K - $188K
|
9.57K
$873K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.05K+ 3.85% |
$175K - $185K
|
55.3K
$5.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.04K+ 46.25% |
$174K - $185K
|
6.45K
$589K
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.99K+ 29.68% |
$170K - $180K
|
8.69K
$793K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.98K+ 17.6% |
$169K - $179K
|
13.2K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.94K+ 12.91% |
$166K - $176K
|
17K
$1.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.81K+ 5.46% |
$154K - $164K
|
35K
$3.19M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.8K+ 46.83% |
$154K - $163K
|
5.65K
$516K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.77K+ 5.2% |
$151K - $160K
|
35.7K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.71K+ 39.66% |
$146K - $154K
|
6.02K
$549K
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.56K+ 13.96% |
$133K - $141K
|
12.7K
$1.16M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.52KNew |
$130K - $138K
|
1.52K
$139K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.47K+ 46.05% |
$125K - $133K
|
4.65K
$425K
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.43K+ 3.78% |
$122K - $129K
|
39.2K
$3.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.42K+ 2.35% |
$121K - $129K
|
61.8K
$5.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.34K+ 9.47% |
$114K - $121K
|
15.5K
$1.41M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.33K+ 4.69% |
$114K - $120K
|
29.7K
$2.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.27KNew |
$108K - $115K
|
1.27K
$116K
|