Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-9.52K- 6.95% |
$834K - $909K
|
127K
$12.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9.58K- 2.54% |
$838K - $914K
|
367K
$35.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-10.1K- 2.87% |
$883K - $963K
|
341K
$32.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.2K- 0.62% |
$890K - $971K
|
1.63M
$155M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11.3K- 2.18% |
$993K - $1.08M
|
508K
$48.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.2K- 1.05% |
$1.07M - $1.17M
|
1.16M
$111M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13K- 19.17% |
$1.14M - $1.25M
|
55K
$5.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-18.4K- 3.93% |
$1.61M - $1.75M
|
449K
$42.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-20.5K- 33.66% |
$1.79M - $1.95M
|
40.3K
$3.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-20.6K- 33.29% |
$1.8M - $1.97M
|
41.3K
$3.95M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-24.6K- 3.39% |
$2.16M - $2.35M
|
701K
$67.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-25.3K- 74.61% |
$2.22M - $2.42M
|
8.61K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-27.7K- 64.43% |
$2.43M - $2.65M
|
15.3K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-28.9K- 9.31% |
$2.53M - $2.76M
|
281K
$26.9M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-30K- 77.3% |
$2.63M - $2.87M
|
8.81K
$842K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-32.5K- 36.29% |
$2.85M - $3.11M
|
57.1K
$5.46M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-32.8K- 16.06% |
$2.88M - $3.14M
|
172K
$16.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37.5K- 23.01% |
$3.28M - $3.58M
|
125K
$12M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-49.7K- 95.87% |
$4.35M - $4.74M
|
2.14K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-52.6K- 28.39% |
$4.61M - $5.03M
|
133K
$12.7M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-76K- 76.38% |
$6.65M - $7.26M
|
23.5K
$2.25M
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-76K- 76.38% |
$6.65M - $7.26M
|
23.5K
$2.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-97.4K- 18.03% |
$8.53M - $9.3M
|
443K
$42.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-137K- 40.84% |
$12M - $13.1M
|
198K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-204K- 62.1% |
$17.8M - $19.4M
|
124K
$11.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-236K- 9.08% |
$20.7M - $22.6M
|
2.37M
$226M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-249K- 57.27% |
$21.8M - $23.8M
|
186K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-254K- 69.01% |
$22.2M - $24.2M
|
114K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-369K- 52.11% |
$32.3M - $35.2M
|
339K
$32.4M
|