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 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
344+ 11.17% |
$29.4K - $31.1K
|
3.42K
$312K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
335New |
$28.6K - $30.3K
|
335
$30.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
309+ 1.24% |
$26.4K - $27.9K
|
25.2K
$2.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
299+ 8.39% |
$25.5K - $27K
|
3.86K
$352K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
298+ 133.04% |
$25.4K - $26.9K
|
522
$47.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
287+ 1.3% |
$24.5K - $26K
|
22.4K
$2.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
272+ 2.44% |
$23.2K - $24.6K
|
11.4K
$1.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
270+ 6.53% |
$23.1K - $24.4K
|
4.4K
$402K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
265New |
$22.6K - $24K
|
265
$24.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
250New |
$21.3K - $22.6K
|
250
$22.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
227+ 5.74% |
$19.4K - $20.5K
|
4.18K
$382K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
212+ 4.78% |
$18.1K - $19.2K
|
4.65K
$424K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
188+ 24.83% |
$16.1K - $17K
|
945
$86.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
185+ 4.11% |
$15.8K - $16.7K
|
4.69K
$428K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
185New |
$15.8K - $16.7K
|
185
$16.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
175+ 11.2% |
$14.9K - $15.8K
|
1.74K
$159K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
174+ 40.09% |
$14.9K - $15.7K
|
608
$55.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
162+ 1.52% |
$13.8K - $14.6K
|
10.8K
$988K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
153+ 7.09% |
$13.1K - $13.8K
|
2.31K
$211K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
148New |
$12.6K - $13.4K
|
148
$13.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
146New |
$12.5K - $13.2K
|
146
$13.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
144+ 0.12% |
$12.3K - $13K
|
123K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
134+ 1.47% |
$11.4K - $12.1K
|
9.26K
$845K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
129+ 4.0% |
$11K - $11.7K
|
3.35K
$306K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
122New |
$10.4K - $11K
|
122
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
120+ 0.45% |
$10.2K - $10.9K
|
26.8K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
119New |
$10.2K - $10.8K
|
119
$10.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
112+ 1.83% |
$9.56K - $10.1K
|
6.23K
$568K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
104+ 2.79% |
$8.88K - $9.4K
|
3.83K
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
99+ 0.21% |
$8.45K - $8.95K
|
47.3K
$4.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
97+ 0.48% |
$8.28K - $8.77K
|
20.5K
$1.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
97+ 0.49% |
$8.28K - $8.77K
|
20.1K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
95+ 0.99% |
$8.11K - $8.59K
|
9.7K
$885K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
94New |
$8.03K - $8.5K
|
94
$8.58K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
93New |
$7.94K - $8.41K
|
93
$8.49K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
92New |
$7.86K - $8.32K
|
92
$8.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
80+ 6.23% |
$6.83K - $7.23K
|
1.37K
$125K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
80+ 2.27% |
$6.83K - $7.23K
|
3.6K
$329K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
79+ 1.45% |
$6.75K - $7.14K
|
5.54K
$506K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
77+ 0.97% |
$6.58K - $6.96K
|
8K
$730K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
75+ 12.21% |
$6.4K - $6.78K
|
689
$62.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
74+ 0.03% |
$6.32K - $6.69K
|
251K
$22.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
70+ 2.96% |
$5.98K - $6.33K
|
2.44K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
68+ 1.51% |
$5.81K - $6.15K
|
4.56K
$417K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
63+ 0.43% |
$5.38K - $5.7K
|
14.7K
$1.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
62+ 89.86% |
$5.29K - $5.61K
|
131
$12K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
62+ 0.49% |
$5.29K - $5.61K
|
12.8K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
61+ 14.12% |
$5.21K - $5.52K
|
493
$45K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
55New |
$4.7K - $4.97K
|
55
$5.02K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50+ 15.06% |
$4.27K - $4.52K
|
382
$34.9K
|