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 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14.6K+ 6.51% |
$1.28M - $1.39M
|
238K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.2K+ 44.77% |
$1.24M - $1.35M
|
45.8K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.7K+ 59.65% |
$1.11M - $1.21M
|
33.9K
$3.22M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.1K+ 33.75% |
$1.06M - $1.15M
|
47.8K
$4.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
11.7K+ 62.2% |
$1.02M - $1.12M
|
30.5K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.4KNew |
$994K - $1.08M
|
11.4K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
11.1KNew |
$971K - $1.06M
|
11.1K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
10.4K+ 6.09% |
$906K - $989K
|
180K
$17.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.3K+ 111.07% |
$905K - $987K
|
19.7K
$1.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
10.3K+ 3.08% |
$905K - $987K
|
346K
$32.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
9.99KNew |
$874K - $954K
|
9.99K
$951K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
9.94K+ 3.96% |
$871K - $949K
|
261K
$24.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.83K+ 8.13% |
$861K - $939K
|
131K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.52KNew |
$833K - $909K
|
9.52K
$906K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.52KNew |
$833K - $909K
|
9.52K
$906K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
9.51K+ 0.33% |
$832K - $908K
|
2.87M
$273M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.45K+ 82.21% |
$827K - $902K
|
20.9K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.39K+ 8.42% |
$822K - $896K
|
121K
$11.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
9.38K+ 160.3% |
$822K - $896K
|
15.2K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
8.67KNew |
$759K - $827K
|
8.67K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.5K+ 126.68% |
$745K - $812K
|
15.2K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.23K+ 6.08% |
$720K - $786K
|
143K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.85K+ 26.41% |
$687K - $750K
|
37.6K
$3.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7.62K+ 4.02% |
$667K - $728K
|
197K
$18.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.53K+ 10.81% |
$660K - $719K
|
77.2K
$7.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7.53K+ 283.65% |
$659K - $719K
|
10.2K
$970K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7.39K+ 42.81% |
$647K - $706K
|
24.7K
$2.35M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.34K+ 22.32% |
$643K - $701K
|
40.2K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.17K+ 16.18% |
$628K - $685K
|
51.5K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.76K+ 180.43% |
$592K - $645K
|
10.5K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
6.61K+ 2.99% |
$579K - $632K
|
228K
$21.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
6.51K+ 2.7% |
$570K - $622K
|
248K
$23.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.48K+ 254.76% |
$567K - $619K
|
9.03K
$860K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.4K+ 1.15% |
$560K - $611K
|
563K
$53.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.37KNew |
$558K - $608K
|
6.37K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.28K+ 1.41% |
$550K - $600K
|
451K
$43M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.25K+ 216.94% |
$547K - $597K
|
9.13K
$869K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.24K+ 8.5% |
$547K - $596K
|
79.6K
$7.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.01KNew |
$526K - $574K
|
6.01K
$572K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.88KNew |
$515K - $561K
|
5.88K
$560K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.52K+ 6.46% |
$483K - $527K
|
91K
$8.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.48K+ 1.19% |
$480K - $523K
|
465K
$44.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.21K+ 11.28% |
$456K - $497K
|
51.4K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.15KNew |
$451K - $492K
|
5.15K
$491K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.83K+ 6.31% |
$423K - $461K
|
81.3K
$7.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.83K+ 4.49% |
$423K - $461K
|
112K
$10.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.77KNew |
$418K - $456K
|
4.77K
$455K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.43K+ 3.74% |
$388K - $423K
|
123K
$11.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.42KNew |
$387K - $422K
|
4.42K
$421K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.3KNew |
$377K - $411K
|
4.3K
$410K
|