Purchases and Sales Made in Q3 2023 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 Q3 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
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
53
New
$3.94K - $4.3K
53 $4.84K
Oct 25, 2023 Q3 2023
Farmers & Merchants Investments Inc

BUY
 -
48
+ 16.0%
$3.57K - $3.89K
348 $31.8K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
42
New
$3.12K - $3.4K
42 $3.83K
Nov 14, 2023 Q3 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
40
New
$2.98K - $3.24K
40 $3.65K
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
39
+ 0.22%
$2.9K - $3.16K
17.5K $1.6M
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
39
+ 0.2%
$2.9K - $3.16K
20K $1.82M
Nov 14, 2023 Q3 2023
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
38
+ 0.03%
$2.83K - $3.08K
139K $12.7M
Jan 09, 2024 Q3 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
37
+ 2.44%
$2.75K - $3K
1.56K $142K
Oct 23, 2023 Q3 2023
Atlas Private Wealth Management

BUY
 -
37
+ 0.15%
$2.75K - $3K
25.5K $2.33M
Nov 09, 2023 Q3 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
35
+ 0.25%
$2.6K - $2.84K
13.8K $1.26M
Nov 15, 2023 Q3 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
33
+ 0.22%
$2.45K - $2.67K
14.9K $1.36M
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
33
+ 0.42%
$2.45K - $2.67K
7.8K $712K
Dec 05, 2023 Q3 2023
Tap Consulting, LLC

BUY
 -
31
+ 1.11%
$2.31K - $2.51K
2.82K $257K
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
31
+ 0.92%
$2.31K - $2.51K
3.4K $310K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
28
New
$2.08K - $2.27K
28 $2.56K
Oct 18, 2023 Q3 2023
Washington Trust CO

BUY
 -
19
New
$1.41K - $1.54K
19 $1.73K
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
19
+ 0.6%
$1.41K - $1.54K
3.17K $290K
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
18
New
$1.34K - $1.46K
18 $1.64K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
13
+ 0.09%
$967 - $1.05K
14K $1.27M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
6
+ 0.38%
$446 - $486
1.59K $145K
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
5
+ 0.01%
$372 - $405
52.8K $4.82M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

SELL
 -
-5
- 1.03%
$372 - $405
479 $43.7K
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

SELL
 -
-6
- 0.1%
$446 - $486
6.15K $561K
Oct 24, 2023 Q3 2023
Morris Financial Concepts, Inc.

SELL
 -
-10
- 15.38%
$744 - $810
55 $5.02K
Oct 10, 2023 Q3 2023
Tl Private Wealth

SELL
 -
-13
- 0.04%
$967 - $1.05K
29.2K $2.66M
May 17, 2024 Q3 2023
Cim, LLC

SELL
 -
-19
- 0.36%
$1.41K - $1.54K
5.28K $482K
Oct 25, 2023 Q3 2023
Stephens Consulting, LLC

Flint, MI
SELL
 -
-20
- 1.81%
$1.49K - $1.62K
1.08K $98.7K
Nov 20, 2023 Q3 2023
Tompkins Financial Corp

SELL
 -
-26
- 16.67%
$1.93K - $2.11K
130 $11.9K
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

SELL
 -
-36
- 0.9%
$2.68K - $2.92K
3.95K $361K
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-39
- 0.54%
$2.9K - $3.16K
7.16K $654K
Oct 25, 2023 Q3 2023
Silver Lake Advisory, LLC

SELL
 -
-45
- 0.26%
$3.35K - $3.65K
17.2K $1.57M
Nov 13, 2023 Q3 2023
Four Thought Financial Partners, LLC

Venice, FL
SELL
 -
-51
- 0.86%
$3.79K - $4.13K
5.88K $537K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-53
- 2.92%
$3.94K - $4.3K
1.77K $161K
Nov 13, 2023 Q3 2023
Interchange Capital Partners, LLC

SELL
 -
-56
- 0.68%
$4.17K - $4.54K
8.23K $751K
Nov 14, 2023 Q3 2023
Augustine Asset Management Inc

SELL
 -
-57
- 1.79%
$4.24K - $4.62K
3.12K $285K
Nov 06, 2023 Q3 2023
Xml Financial, LLC

SELL
 -
-59
- 1.97%
$4.39K - $4.78K
2.94K $268K
Oct 30, 2023 Q3 2023
Lauterbach Financial Advisors, LLC

SELL
 -
-69
- 2.35%
$5.13K - $5.59K
2.87K $262K
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-70
Closed
$5.21K - $5.67K
0 $0
Oct 17, 2023 Q3 2023
Nikulski Financial, Inc.

SELL
 -
-82
- 1.81%
$6.1K - $6.65K
4.45K $406K
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-83
- 9.63%
$6.17K - $6.73K
779 $71.1K
Nov 14, 2023 Q3 2023
Bank Ozk

SELL
 -
-83
- 2.79%
$6.17K - $6.73K
2.89K $263K
Nov 06, 2023 Q3 2023
Parsons Capital Management Inc

SELL
 -
-95
- 2.52%
$7.07K - $7.7K
3.67K $335K
Oct 18, 2023 Q3 2023
Signature Securities Group Corporation

SELL
 -
-98
- 0.88%
$7.29K - $7.94K
11K $1M
Nov 06, 2023 Q3 2023
Strategic Financial Services, Inc,

Utica, NY
SELL
 -
-105
- 0.8%
$7.81K - $8.51K
13K $1.18M
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
SELL
 -
-114
- 23.27%
$8.48K - $9.24K
376 $34.3K
Nov 14, 2023 Q3 2023
Earnest Partners LLC

Atlanta, GA
SELL
 -
-125
- 58.96%
$9.3K - $10.1K
87 $7.94K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

SELL
 -
-129
- 80.12%
$9.6K - $10.5K
32 $2.92K
Oct 20, 2023 Q3 2023
Maryland Capital Advisors Inc.

SELL
 -
-130
- 0.97%
$9.67K - $10.5K
13.2K $1.21M
Nov 03, 2023 Q3 2023
Windward Private Wealth Management Inc.

SELL
 -
-165
- 0.45%
$12.3K - $13.4K
36.4K $3.32M

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