Purchases and Sales Made in Q1 2022 in Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core S&P U.S. Value Et (IUSV) during Q1 2022. 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
May 13, 2022 Q1 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
710K
+ 81.08%
$51M - $55M
1.58M $157M
May 12, 2022 Q1 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
643K
+ 16349.97%
$46.2M - $49.8M
647K $64M
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
586K
+ 11.92%
$42.1M - $45.4M
5.51M $544M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
507K
+ 4.61%
$36.4M - $39.3M
11.5M $1.14B
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
335K
+ 4.25%
$24.1M - $26M
8.22M $813M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
288K
New
$20.7M - $22.3M
288K $28.5M
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
271K
+ 17.22%
$19.5M - $21M
1.85M $183M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
268K
+ 4425.91%
$19.2M - $20.7M
274K $27.1M
Apr 19, 2022 Q1 2022
Forth Right Wealth Management, LLC

BUY
 -
236K
+ 1218.01%
$17M - $18.3M
256K $25.3M
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
224K
+ 30.25%
$16.1M - $17.3M
962K $95.2M
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
BUY
 -
158K
+ 21.07%
$11.4M - $12.3M
909K $89.8M
Apr 26, 2022 Q1 2022
Petix & Botte CO

BUY
 -
152K
+ 111.14%
$10.9M - $11.8M
289K $28.6M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
142K
+ 10.77%
$10.2M - $11M
1.46M $145M
May 13, 2022 Q1 2022
Parisi Gray Wealth Management

BUY
 -
125K
New
$8.97M - $9.68M
125K $12.3M
Oct 03, 2022 Q1 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
104K
New
$7.5M - $8.1M
104K $10.3M
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

BUY
 -
74.1K
+ 851.63%
$5.32M - $5.74M
82.8K $8.18M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
70.1K
+ 41.97%
$5.03M - $5.43M
237K $23.4M
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
67.7K
+ 17.79%
$4.86M - $5.24M
448K $44.3M
Apr 18, 2022 Q1 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
66.2K
+ 15.51%
$4.75M - $5.13M
493K $48.8M
Apr 28, 2022 Q1 2022
Northland Capital Management LLC

BUY
 -
63.5K
New
$4.56M - $4.92M
63.5K $6.27M
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
63.1K
+ 516.86%
$4.53M - $4.89M
75.4K $7.45M
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
58.1K
+ 9.74%
$4.17M - $4.5M
654K $64.7M
May 12, 2022 Q1 2022
Natixis Advisors, L.P.

Boston, MA
BUY
 -
57.3K
+ 32.52%
$4.11M - $4.44M
233K $23.1M
May 12, 2022 Q1 2022
F3 Logic, LLC

BUY
 -
56.5K
+ 37.72%
$4.06M - $4.38M
206K $20.4M
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
52K
+ 6.44%
$3.73M - $4.03M
859K $84.9M
May 10, 2022 Q1 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
51.3K
New
$3.68M - $3.97M
51.3K $5.07M
May 13, 2022 Q1 2022
Symphony Financial, Ltd. Co.

BUY
 -
50K
+ 49.43%
$3.59M - $3.88M
151K $15M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
49.9K
+ 13.59%
$3.58M - $3.86M
417K $41.2M
May 06, 2022 Q1 2022
Aspiriant, LLC

BUY
 -
47.8K
+ 1.95%
$3.43M - $3.71M
2.5M $247M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
43.6K
New
$3.13M - $3.38M
43.6K $4.31M
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
37.9K
+ 13.92%
$2.72M - $2.94M
310K $30.7M
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
37.6K
+ 137.28%
$2.7M - $2.92M
65K $6.43M
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
34.8K
+ 5.27%
$2.5M - $2.7M
695K $68.7M
May 09, 2022 Q1 2022
Lansing Street Advisors

BUY
 -
34.6K
New
$2.48M - $2.68M
34.6K $3.42M
May 16, 2022 Q1 2022
Colony Group LLC

Boston, MA
BUY
 -
31.1K
+ 9.64%
$2.23M - $2.41M
353K $34.9M
May 16, 2022 Q1 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
27.9K
+ 32.3%
$2M - $2.16M
114K $11.3M
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
25K
+ 4.52%
$1.79M - $1.94M
578K $57.1M
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
24.7K
+ 40.97%
$1.77M - $1.91M
85K $8.4M
May 16, 2022 Q1 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
24.1K
+ 58.18%
$1.73M - $1.87M
65.6K $6.49M
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
23K
+ 8.63%
$1.65M - $1.78M
289K $28.6M
May 13, 2022 Q1 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
22.6K
+ 42.25%
$1.62M - $1.75M
76K $7.52M
Apr 28, 2022 Q1 2022
Ckw Financial Group

BUY
 -
22.6K
New
$1.62M - $1.75M
22.6K $2.23M
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
21.6K
+ 60.77%
$1.55M - $1.67M
57.1K $5.64M
May 12, 2022 Q1 2022
Quent Capital, LLC

BUY
 -
20.9K
+ 67.79%
$1.5M - $1.62M
51.8K $5.12M
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
20.4K
+ 815.11%
$1.47M - $1.58M
23K $2.27M
Aug 05, 2022 Q1 2022
Gds Wealth Management

BUY
 -
19.9K
+ 3.87%
$1.43M - $1.54M
533K $52.7M
May 04, 2022 Q1 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
19.5K
+ 47.63%
$1.4M - $1.51M
60.4K $5.97M
Jul 28, 2022 Q1 2022
Sanford Advisory Services, LLC

BUY
 -
18.6K
+ 209.95%
$1.34M - $1.44M
27.5K $2.72M
May 04, 2022 Q1 2022
Southern Capital Advisors, LLC

BUY
 -
17.8K
+ 8.4%
$1.28M - $1.38M
230K $22.7M

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