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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 0.99% |
$683 - $723
|
801
$76.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-8- 0.14% |
$683 - $723
|
5.79K
$551K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10- 0.15% |
$854 - $904
|
6.78K
$646K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-13- 0.24% |
$1.11K - $1.18K
|
5.41K
$515K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-15- 0.56% |
$1.28K - $1.36K
|
2.69K
$256K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-15- 0.01% |
$1.28K - $1.36K
|
118K
$11.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-17- 0.26% |
$1.45K - $1.54K
|
6.41K
$611K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-17- 0.29% |
$1.45K - $1.54K
|
5.82K
$555K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-19- 0.15% |
$1.62K - $1.72K
|
12.6K
$1.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-24- 1.01% |
$2.05K - $2.17K
|
2.35K
$224K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-30- 0.63% |
$2.56K - $2.71K
|
4.75K
$452K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-33- 0.14% |
$2.82K - $2.98K
|
23.4K
$2.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-34- 0.25% |
$2.9K - $3.07K
|
13.6K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-36- 35.64% |
$3.07K - $3.26K
|
65
$6.19K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-37- 0.06% |
$3.16K - $3.35K
|
60.4K
$5.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-41- 0.09% |
$3.5K - $3.71K
|
44.1K
$4.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 1.89% |
$4.27K - $4.52K
|
2.6K
$247K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-50- 0.29% |
$4.27K - $4.52K
|
17.4K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-52- 0.03% |
$4.44K - $4.7K
|
163K
$15.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-57- 11.45% |
$4.87K - $5.15K
|
441
$42K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-58- 1.36% |
$4.95K - $5.24K
|
4.2K
$400K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-59- 1.94% |
$5.04K - $5.33K
|
2.98K
$284K
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
SELL
|
- |
-61- 0.24% |
$5.21K - $5.52K
|
25K
$2.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-62- 0.73% |
$5.29K - $5.61K
|
8.41K
$801K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-65- 0.33% |
$5.55K - $5.88K
|
19.8K
$1.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-67- 14.38% |
$5.72K - $6.06K
|
399
$38K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-68- 68.0% |
$5.81K - $6.15K
|
32
$3.05K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-72- 1.48% |
$6.15K - $6.51K
|
4.78K
$455K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-73- 1.61% |
$6.23K - $6.6K
|
4.46K
$425K
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-78- 0.61% |
$6.66K - $7.05K
|
12.8K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-79- 2.73% |
$6.75K - $7.14K
|
2.82K
$269K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-85- 70.83% |
$7.26K - $7.69K
|
35
$3.33K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-90- 2.63% |
$7.69K - $8.14K
|
3.33K
$317K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-95- 0.7% |
$8.11K - $8.59K
|
13.5K
$1.29M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-96- 10.6% |
$8.2K - $8.68K
|
810
$77.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-99- 3.94% |
$8.45K - $8.95K
|
2.41K
$230K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-106- 0.76% |
$9.05K - $9.58K
|
13.9K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-113- 1.11% |
$9.65K - $10.2K
|
10K
$955K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-118- 11.56% |
$10.1K - $10.7K
|
903
$86K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
SELL
|
- |
-129- 4.11% |
$11K - $11.7K
|
3.01K
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-140- 0.41% |
$12K - $12.7K
|
33.8K
$3.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-140- 7.34% |
$12K - $12.7K
|
1.77K
$168K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-141- 0.39% |
$12K - $12.7K
|
36.5K
$3.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-150- 3.78% |
$12.8K - $13.6K
|
3.82K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-150- 5.61% |
$12.8K - $13.6K
|
2.53K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-157- 0.28% |
$13.4K - $14.2K
|
55K
$5.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-158- 3.91% |
$13.5K - $14.3K
|
3.89K
$370K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-161- 0.76% |
$13.7K - $14.6K
|
21K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-161- 0.62% |
$13.7K - $14.6K
|
25.7K
$2.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-164- 9.14% |
$14K - $14.8K
|
1.63K
$155K
|