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 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
4.18KNew |
$366K - $399K
|
4.18K
$398K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.07K+ 16.57% |
$356K - $388K
|
28.6K
$2.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.91K+ 3.6% |
$342K - $373K
|
113K
$10.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.89KNew |
$341K - $372K
|
3.89K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.83K+ 18.65% |
$335K - $366K
|
24.4K
$2.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.8K+ 3.33% |
$333K - $363K
|
118K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$324K - $353K
|
3.7K
$353K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.5K+ 65.91% |
$307K - $335K
|
8.82K
$840K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.5K+ 44.98% |
$306K - $334K
|
11.3K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.41KNew |
$299K - $326K
|
3.41K
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.34K+ 4.25% |
$293K - $319K
|
82K
$7.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.34K+ 0.86% |
$292K - $319K
|
392K
$37.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
3.34K+ 1.11% |
$292K - $319K
|
304K
$29M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
3.18KNew |
$278K - $303K
|
3.18K
$303K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.14K+ 1.11% |
$275K - $300K
|
285K
$27.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.01K+ 0.64% |
$263K - $287K
|
476K
$45.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.97K+ 616.8% |
$260K - $284K
|
3.46K
$329K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.91K+ 0.99% |
$255K - $278K
|
298K
$28.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.9KNew |
$254K - $277K
|
2.9K
$276K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.77K+ 2.8% |
$242K - $264K
|
102K
$9.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.76K+ 10.72% |
$242K - $264K
|
28.5K
$2.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.76KNew |
$242K - $264K
|
2.76K
$263K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.61KNew |
$229K - $249K
|
2.61K
$249K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.61KNew |
$229K - $249K
|
2.61K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.61KNew |
$229K - $249K
|
2.61K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.49KNew |
$218K - $238K
|
2.49K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.48K+ 24.37% |
$217K - $236K
|
12.6K
$1.2M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.43KNew |
$213K - $232K
|
2.43K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.4K+ 59.08% |
$210K - $229K
|
6.45K
$614K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
2.37KNew |
$208K - $227K
|
2.37K
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
2.29KNew |
$201K - $219K
|
2.29K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.29KNew |
$200K - $218K
|
2.29K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.28KNew |
$200K - $218K
|
2.28K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.28KNew |
$200K - $218K
|
2.28K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.28KNew |
$199K - $217K
|
2.28K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
2.25KNew |
$197K - $215K
|
2.25K
$215K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.25KNew |
$197K - $215K
|
2.25K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$197K - $214K
|
2.25K
$214K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.22KNew |
$194K - $212K
|
2.22K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.19KNew |
$192K - $209K
|
2.19K
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.19KNew |
$191K - $209K
|
2.19K
$208K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.18KNew |
$191K - $208K
|
2.18K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.17KNew |
$190K - $207K
|
2.17K
$207K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.17KNew |
$190K - $207K
|
2.17K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.12KNew |
$185K - $202K
|
2.12K
$202K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.12KNew |
$185K - $202K
|
2.12K
$201K
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
2.11KNew |
$184K - $201K
|
2.11K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.1KNew |
$184K - $201K
|
2.1K
$200K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
2.09K+ 32.41% |
$183K - $199K
|
8.53K
$812K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.02K+ 5.79% |
$177K - $193K
|
37K
$3.52M
|