Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-179- 1.0% |
$13.3K - $14.5K
|
17.8K
$1.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-179- 0.87% |
$13.3K - $14.5K
|
20.4K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-189- 1.57% |
$14.1K - $15.3K
|
11.8K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-190- 2.28% |
$14.1K - $15.4K
|
8.15K
$776K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-191- 0.23% |
$14.2K - $15.5K
|
83.2K
$7.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-197- 5.38% |
$14.7K - $16K
|
3.46K
$330K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-201- 5.67% |
$15K - $16.3K
|
3.34K
$318K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-204- 6.76% |
$15.2K - $16.5K
|
2.81K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-222- 75.25% |
$16.5K - $18K
|
73
$6.95K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-225- 0.94% |
$16.7K - $18.2K
|
23.7K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-235- 0.36% |
$17.5K - $19K
|
65.1K
$6.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-240- 2.19% |
$17.9K - $19.4K
|
10.7K
$1.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-246- 7.08% |
$18.3K - $19.9K
|
3.23K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-247- 1.19% |
$18.4K - $20K
|
20.5K
$1.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-250- 2.05% |
$18.6K - $20.3K
|
11.9K
$1.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-254- 0.89% |
$18.9K - $20.6K
|
28.3K
$2.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-258- 5.08% |
$19.2K - $20.9K
|
4.82K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-264- 0.62% |
$19.6K - $21.4K
|
42.2K
$4.02M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-264- 15.38% |
$19.6K - $21.4K
|
1.45K
$138K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-281- 3.86% |
$20.9K - $22.8K
|
7.01K
$667K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-282- 22.0% |
$21K - $22.9K
|
1K
$95.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-282- 3.37% |
$21K - $22.9K
|
8.09K
$770K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-294- 54.24% |
$21.9K - $23.8K
|
248
$23.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-299- 0.6% |
$22.2K - $24.2K
|
49.6K
$4.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-300- 3.06% |
$22.3K - $24.3K
|
9.52K
$907K
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-301- 1.12% |
$22.4K - $24.4K
|
26.5K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-311- 1.15% |
$23.1K - $25.2K
|
26.8K
$2.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-317- 85.44% |
$23.6K - $25.7K
|
54
$5.14K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-327- 9.66% |
$24.3K - $26.5K
|
3.06K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-332- 3.92% |
$24.7K - $26.9K
|
8.13K
$775K
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-338- 2.63% |
$25.1K - $27.4K
|
12.5K
$1.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-350- 0.7% |
$26K - $28.4K
|
49.6K
$4.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-376- 3.77% |
$28K - $30.5K
|
9.6K
$915K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-381- 1.5% |
$28.3K - $30.9K
|
25.1K
$2.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-387- 9.25% |
$28.8K - $31.4K
|
3.8K
$362K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-434- 0.47% |
$32.3K - $35.2K
|
91.1K
$8.68M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-441- 5.81% |
$32.8K - $35.7K
|
7.15K
$681K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-485- 16.44% |
$36.1K - $39.3K
|
2.47K
$235K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-494- 1.04% |
$36.7K - $40K
|
47K
$4.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-536- 9.97% |
$39.9K - $43.4K
|
4.84K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-543- 1.16% |
$40.4K - $44K
|
46.3K
$4.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-550- 17.21% |
$40.9K - $44.6K
|
2.65K
$252K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-551- 5.69% |
$41K - $44.7K
|
9.13K
$870K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-598- 2.11% |
$44.5K - $48.5K
|
27.7K
$2.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-607- 5.66% |
$45.1K - $49.2K
|
10.1K
$963K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-633- 0.45% |
$47.1K - $51.3K
|
141K
$13.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-754- 1.32% |
$56.1K - $61.1K
|
56.6K
$5.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-768- 4.06% |
$57.1K - $62.2K
|
18.2K
$1.73M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-807- 2.09% |
$60K - $65.4K
|
37.9K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-851- 6.69% |
$63.3K - $69K
|
11.9K
$1.13M
|