Purchases and Sales Made in Q2 2024 in Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

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
Aug 05, 2024 Q2 2024
Savant Capital, LLC

BUY
 -
1.18K
+ 0.92%
$101K - $107K
130K $12.4M
Aug 05, 2024 Q2 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.18K
+ 1.04%
$100K - $106K
114K $10.9M
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.15K
New
$98.2K - $104K
1.15K $110K
Aug 14, 2024 Q2 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
1.15K
+ 164.14%
$98.1K - $104K
1.85K $176K
Aug 06, 2024 Q2 2024
Stephens Inc

BUY
 -
1.13K
+ 29.19%
$96.1K - $102K
4.98K $474K
Aug 07, 2024 Q2 2024
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
1.1K
+ 1.84%
$93.6K - $99.1K
60.8K $5.79M
Jul 16, 2024 Q2 2024
Iag Wealth Partners, LLC

BUY
 -
1.09K
New
$92.8K - $98.3K
1.09K $104K
Jul 30, 2024 Q2 2024
Robinson Smith Wealth Advisors LLC

Portland, ME
BUY
 -
1.07K
+ 1.07%
$91.4K - $96.7K
101K $9.62M
Jul 22, 2024 Q2 2024
Motive Wealth Advisors

BUY
 -
1.05K
+ 1.4%
$89.8K - $95.1K
76.1K $7.25M
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
1.03K
New
$87.5K - $92.7K
1.03K $97.6K
Aug 05, 2024 Q2 2024
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
989
+ 6593.33%
$84.5K - $89.4K
1K $95.6K
Jul 18, 2024 Q2 2024
17 Capital Partners, LLC

BUY
 -
953
+ 4.83%
$81.4K - $86.2K
20.7K $1.97M
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
899
+ 82.7%
$76.8K - $81.3K
1.99K $189K
Nov 01, 2024 Q2 2024
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
866
+ 1.52%
$73.9K - $78.3K
57.7K $5.5M
Aug 12, 2024 Q2 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
859
+ 12.53%
$73.4K - $77.7K
7.71K $735K
Jul 24, 2024 Q2 2024
Boyd Wealth Management, LLC

BUY
 -
815
+ 10.11%
$69.6K - $73.7K
8.88K $846K
Aug 06, 2024 Q2 2024
Wedbush Securities Inc

BUY
 -
807
+ 35.03%
$68.9K - $73K
3.11K $296K
Aug 02, 2024 Q2 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
801
+ 11.95%
$68.4K - $72.4K
7.5K $715K
Aug 07, 2024 Q2 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
769
+ 2.51%
$65.7K - $69.5K
31.5K $3M
Jul 15, 2024 Q2 2024
Ironwood Wealth Management, Inc.

BUY
 -
740
+ 0.36%
$63.2K - $66.9K
205K $19.5M
Sep 11, 2024 Q2 2024
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
708
+ 2.13%
$60.5K - $64K
33.9K $3.23M
Jul 30, 2024 Q2 2024
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
706
New
$60.3K - $63.8K
706 $67.2K
Aug 20, 2024 Q2 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
704
New
$60.1K - $63.7K
704 $67.1K
Aug 13, 2024 Q2 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
694
+ 8.01%
$59.3K - $62.8K
9.36K $892K
Aug 12, 2024 Q2 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
689
+ 5.02%
$58.8K - $62.3K
14.4K $1.37M
Aug 01, 2024 Q2 2024
Augustine Asset Management Inc

BUY
 -
670
+ 19.62%
$57.2K - $60.6K
4.09K $389K
Jul 18, 2024 Q2 2024
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
652
+ 27.82%
$55.7K - $59K
3K $285K
Aug 12, 2024 Q2 2024
Howland Capital Management LLC

BUY
 -
651
+ 1.21%
$55.6K - $58.9K
54.7K $5.21M
Jul 25, 2024 Q2 2024
Patten Group, Inc.

BUY
 -
647
+ 5.99%
$55.2K - $58.5K
11.5K $1.09M
Jul 12, 2024 Q2 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
611
New
$52.2K - $55.2K
611 $58.2K
Aug 08, 2024 Q2 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
607
+ 26.7%
$51.8K - $54.9K
2.88K $274K
Aug 14, 2024 Q2 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
585
New
$50K - $52.9K
585 $55.7K
Aug 12, 2024 Q2 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
546
+ 9.94%
$46.6K - $49.4K
6.04K $575K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
544
New
$46.5K - $49.2K
544 $51.8K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
496
+ 1550.0%
$42.4K - $44.8K
528 $50.3K
Jul 24, 2024 Q2 2024
Stratos Wealth Advisors, LLC

BUY
 -
495
+ 5.44%
$42.3K - $44.8K
9.6K $914K
Jul 12, 2024 Q2 2024
Wealth Management Partners, LLC

BUY
 -
483
+ 1.13%
$41.2K - $43.7K
43.3K $4.12M
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
473
+ 2.07%
$40.4K - $42.8K
23.3K $2.22M
Jul 31, 2024 Q2 2024
Bogart Wealth, LLC

BUY
 -
453
New
$38.7K - $41K
453 $43.1K
Jul 15, 2024 Q2 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
452
+ 9.41%
$38.6K - $40.9K
5.25K $500K
Jul 26, 2024 Q2 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
446
+ 0.89%
$38.1K - $40.3K
50.8K $4.84M
Jul 16, 2024 Q2 2024
Live Oak Investment Partners

Austin, TX
BUY
 -
430
+ 826.92%
$36.7K - $38.9K
482 $45.9K
Aug 15, 2024 Q2 2024
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
402
New
$34.3K - $36.3K
402 $38.3K
Jul 18, 2024 Q2 2024
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
400
+ 6.21%
$34.2K - $36.2K
6.84K $651K
Aug 12, 2024 Q2 2024
Argent Trust CO

Nashville, TN
BUY
 -
362
+ 3.31%
$30.9K - $32.7K
11.3K $1.07M
Aug 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
356
+ 5.9%
$30.4K - $32.2K
6.4K $609K
Aug 09, 2024 Q2 2024
Plancorp, LLC

BUY
 -
354
+ 15.75%
$30.2K - $32K
2.6K $248K
Jul 31, 2024 Q2 2024
Summit Financial, LLC

Parsippany, NJ
BUY
 -
352
+ 1.11%
$30.1K - $31.8K
32K $3.05M
Aug 12, 2024 Q2 2024
Awm Capital, LLC

BUY
 -
348
+ 6.69%
$29.7K - $31.5K
5.55K $529K

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