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iShares Russell 3000 Value Index Institutional Ownership (BMV:IUSV)

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Today's Range N/A
50-Day Range
$54.36
MA: $56.54
$58.33
52-Week Range N/A
VolumeN/A
Average VolumeN/A
Market CapitalizationN/A
P/E RatioN/A
Dividend YieldN/A
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares Russell 3000 Value Index (BMV:IUSV)

 

Institutional Buying and Selling by Quarter

iShares Russell 3000 Value Index (BMV IUSV) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
8/20/2019Gamble Jones Investment Counsel4,978$0.28M0.0%+14.7%0.000%
8/19/2019D L Carlson Investment Group Inc.15,760$0.89M0.3%-8.7%0.000%
8/19/2019Colony Group LLC332,173$18.82M0.6%N/A0.000%
8/17/2019Royal Bank of Canada274,309$15.54M0.0%-2.3%0.000%
8/17/2019UBS Group AG1,125,433$63.76M0.0%+10.4%0.000%
8/17/2019White Pine Capital LLC14,585$0.83M0.3%-1.5%0.000%
8/17/2019Ladenburg Thalmann Financial Services Inc.190,558$10.80M0.1%+26.7%0.000%
8/16/2019United Services Automobile Association1,267,521$71.81M0.2%+2.8%0.000%
8/16/2019Susquehanna International Group LLP91,478$5.18M0.0%+334.8%0.000%
8/15/2019Mutual Advisors LLC5,126$0.29M0.0%N/A0.000%
8/15/2019Cambridge Investment Research Advisors Inc.91,746$5.20M0.0%+1.3%0.000%
8/15/2019Integrated Wealth Concepts LLC150,711$8.54M1.1%+0.5%0.000%
8/15/2019Sentinel Trust Co. LBA148,040$8.39M2.3%+40.9%0.000%
8/15/2019Coldstream Capital Management Inc.42,974$2.43M0.2%N/A0.000%
8/15/2019Jane Street Group LLC7,667$0.43M0.0%N/A0.000%
8/14/2019Family Management Corp1,368$77K0.0%N/A0.000%
8/14/2019Morgan Stanley2,727,270$154.50M0.0%+11.9%0.000%
8/14/2019Bank of America Corp DE32,358,801$1.83B0.3%+3.4%0.000%
8/14/2019Gladstone Institutional Advisory LLC25,491$1.44M0.4%+337.2%0.000%
8/14/2019Private Portfolio Partners LLC24,183$1.37M0.6%+160.0%0.000%
8/14/2019Private Advisor Group LLC178,563$10.12M0.2%-60.9%0.000%
8/14/2019STA Wealth Management LLC689,098$39.04M9.2%+59.8%0.000%
8/13/2019ERTS Wealth Advisors LLC196,153$11.11M6.1%+37.4%0.000%
8/13/2019BlackRock Inc.1,058,788$59.98M0.0%-32.5%0.000%
8/13/2019US Bancorp DE160,734$9.11M0.0%+0.5%0.000%
8/13/2019HighTower Advisors LLC361,645$20.49M0.1%-1.0%0.000%
8/13/2019United Capital Financial Advisers LLC219,257$12.42M0.1%+58.7%0.000%
8/13/2019Scotia Capital Inc.15,749$0.89M0.0%-14.7%0.000%
8/13/2019Parametric Portfolio Associates LLC700,287$39.67M0.0%+50.6%0.000%
8/13/2019MML Investors Services LLC153,551$8.70M0.1%+47.0%0.000%
8/13/2019D.A. Davidson & CO.5,265$0.30M0.0%N/A0.000%
8/13/2019IHT Wealth Management LLC154,370$8.75M1.3%+14.5%0.000%
8/13/2019Natixis Advisors L.P.101,958$5.78M0.0%+49.3%0.000%
8/12/2019Renaissance Technologies LLC17,600$1M0.0%+122.8%0.000%
8/12/2019First Heartland Consultants Inc.19,616$1.11M0.3%+16.9%0.000%
8/12/2019Cetera Advisor Networks LLC89,683$5.08M0.2%+7.0%0.000%
8/12/2019Cetera Advisors LLC14,102$0.80M0.0%-2.9%0.000%
8/12/2019Cetera Investment Advisers8,605$0.49M0.1%+51.5%0.000%
8/12/2019First Allied Advisory Services Inc.62,018$3.51M0.1%-0.9%0.000%
8/10/2019LPL Financial LLC10,638,096$602.65M1.3%+5.0%0.000%
8/9/2019Rockefeller Capital Management L.P.6,609$0.37M0.0%+28.7%0.000%
8/9/2019Elm Partners Management LLC47,583$2.70M0.6%+16.3%0.000%
8/9/2019Financial Advocates Investment Management14,911$0.85M0.1%+13.8%0.000%
8/9/2019Benjamin Edwards Inc.1,004$57K0.1%N/A0.000%
8/8/2019SRS Capital Advisors Inc.438$25K0.0%N/A0.000%
8/7/2019Tortoise Investment Management LLC94,566$5.36M1.4%+15.4%0.000%
8/7/2019Creative Financial Designs Inc. ADV579$33K0.0%N/A0.000%
8/7/2019JPMorgan Chase & Co.90,110$5.06M0.0%+11.2%0.000%
8/6/2019Wells Fargo & Company MN623,387$35.32M0.0%-17.8%0.000%
8/6/2019Sequoia Wealth Management LLC8,330$0.48M0.4%-38.5%0.000%
8/6/2019Good Life Advisors LLC33,463$1.90M0.5%+8.6%0.000%
8/6/2019Western Wealth Management LLC34,865$1.98M0.3%+11.6%0.000%
8/6/2019Rikoon Group LLC7,698$0.44M0.2%-9.7%0.000%
8/6/2019MRA Associates USA LLC482$27K0.1%N/A0.000%
8/6/2019Phillips Financial Management LLC10,334$0.59M0.1%-33.9%0.000%
8/6/2019Family Firm Inc.253,059$43.62M15.4%-0.5%0.000%
8/6/2019Pasadena Private Wealth LLC5,838$0.33M0.2%-22.8%0.000%
8/6/2019H D Vest Advisory Services4,420$0.25M0.0%N/A0.000%
8/6/2019ACG Wealth5,332$0.30M0.0%+42.0%0.000%
8/5/2019National Asset Management Inc.4,899$0.28M0.0%-70.0%0.000%
8/5/2019Equity Investment Corp19,751$1.12M0.0%+7.3%0.000%
8/5/2019180 Wealth Advisors LLC62,745$3.56M1.6%+5.5%0.000%
8/2/2019McKinley Carter Wealth Services Inc.32,339$1.83M0.5%+5.5%0.000%
8/2/2019Jones Financial Companies Lllp1,328,104$75.24M0.2%-13.1%0.000%
8/2/2019Comerica Bank9,250$0.53M0.0%-4.4%0.000%
8/2/2019Wealth Enhancement Advisory Services LLC118,046$6.86M0.3%+37.8%0.000%
8/2/2019Envestnet Asset Management Inc.1,907,405$108.06M0.1%+13.0%0.000%
8/1/2019Summit Financial LLC43,514$2.47M0.4%+23.8%0.000%
8/1/2019Cullen Frost Bankers Inc.512$29K0.0%N/A0.000%
8/1/2019FinTrust Capital Advisors LLC26,303$1.49M0.6%-6.3%0.000%
8/1/2019Sigma Planning Corp39,682$2.25M0.1%-6.7%0.000%
8/1/2019TRUE Private Wealth Advisors167,486$9.49M1.6%+21.2%0.000%
8/1/2019Miller Investment Management LP281,871$15.97M3.6%-1.7%0.000%
8/1/2019Milestone Group Inc.4,040$0.23M0.0%-9.8%0.000%
8/1/2019Sandy Spring Bank337,703$19.13M1.5%+20.2%0.000%
8/1/2019Advisory Services Network LLC102,513$5.81M0.4%+866.7%0.000%
7/31/2019CWM LLC146,739$8.31M0.1%-7.4%0.000%
7/31/2019Geneva Partners LLC24,118$1.37M1.1%-18.5%0.000%
7/31/2019Advisor Group Inc.111,523$6.32M0.0%+0.5%0.000%
7/31/2019Genovese Burford & Brothers Wealth & Retirement Plan Management LLC24,889$1.41M0.4%+7.7%0.000%
7/31/2019Sequoia Financial Advisors LLC15,481$0.88M0.1%+44.5%0.000%
7/30/2019First National Bank of Hutchinson9,351$0.54M0.3%+153.4%0.000%
7/30/2019Endurance Wealth Management Inc.70,411$3.99M0.6%+7.2%0.000%
7/30/2019Berman Capital Advisors LLC6,744$0.38M0.1%+346.9%0.000%
7/30/2019Fifth Third Securities Inc.7,507$0.43M0.1%N/A0.000%
7/30/2019Advantage Investment Management LLC8,109$0.46M0.4%-3.3%0.000%
7/30/2019Wealthcare Advisory Partners LLC3,546$0.20M0.0%+119.8%0.000%
7/29/2019Janney Montgomery Scott LLC16,551$0.94M0.0%+24.5%0.000%
6/30/2019Mascoma Wealth Management LLC540$31K0.0%+500.0%0.000%
6/30/2019Creative Planning7,204$0.41M0.0%-28.0%0.000%
6/30/2019Steward Partners Investment Advisory LLC3,050$0.17M0.0%N/A0.000%
6/30/2019Edge Capital Group LLC138,236$7.83M0.8%+0.3%0.000%
6/30/2019Atlas Capital Advisors LLC29,584$1.68M0.6%-3.0%0.000%
6/30/2019Shine Investment Advisory Services Inc.24,530$1.39M0.6%-10.4%0.000%
6/30/2019Hanson McClain Inc.211,681$11.99M0.5%+2.8%0.000%
6/30/2019Schmidt P J Investment Management Inc.4,194$0.24M0.1%+7.9%0.000%
6/30/2019Confluence Investment Management LLC32,167$1.82M0.0%N/A0.000%
6/30/2019Joseph P. Lucia & Associates LLC455$26K0.0%-98.2%0.000%
6/30/2019Biegel & Waller LLC91,087$5.16M2.6%-2.6%0.000%
6/30/2019Deroy & Devereaux Private Investment Counsel Inc.27,275$1.55M0.1%+2.0%0.000%
(Data available from 1/1/2016 forward)
This page was last updated on 2/21/2020 by MarketBeat.com Staff

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