Purchases and Sales Made in Q1 2022 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 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 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-41- 0.47% |
$2.94K - $3.18K
|
8.61K
$851K
|
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-42- 1.46% |
$3.02K - $3.25K
|
2.84K
$280K
|
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.63% |
$3.95K - $4.26K
|
8.72K
$862K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-56Closed |
$4.02K - $4.34K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-70- 2.17% |
$5.03K - $5.42K
|
3.15K
$312K
|
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-85- 0.38% |
$6.1K - $6.59K
|
22.3K
$2.2M
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-100- 1.97% |
$7.18K - $7.75K
|
4.99K
$493K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-105- 2.78% |
$7.54K - $8.14K
|
3.67K
$363K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-105- 1.24% |
$7.54K - $8.14K
|
8.37K
$828K
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
SELL
|
- |
-121- 1.75% |
$8.69K - $9.38K
|
6.78K
$671K
|
|
|
May 02, 2022
Q1 2022
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-123- 0.77% |
$8.83K - $9.53K
|
15.9K
$1.58M
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-125- 0.74% |
$8.98K - $9.69K
|
16.8K
$1.66M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-127- 10.96% |
$9.12K - $9.84K
|
1.03K
$102K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-128- 0.1% |
$9.19K - $9.92K
|
127K
$12.6M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-141Closed |
$10.1K - $10.9K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-143- 53.56% |
$10.3K - $11.1K
|
124
$12.3K
|
|
|
May 02, 2022
Q1 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-148- 0.13% |
$10.6K - $11.5K
|
110K
$10.9M
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-158Closed |
$11.3K - $12.2K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-170- 8.46% |
$12.2K - $13.2K
|
1.84K
$182K
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-174- 4.74% |
$12.5K - $13.5K
|
3.5K
$346K
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-179- 0.23% |
$12.9K - $13.9K
|
79.2K
$7.83M
|
|
|
May 11, 2022
Q1 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-179- 5.82% |
$12.9K - $13.9K
|
2.9K
$287K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-183- 27.6% |
$13.1K - $14.2K
|
480
$47.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-200- 0.14% |
$14.4K - $15.5K
|
145K
$14.3M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-203Closed |
$14.6K - $15.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-212Closed |
$15.2K - $16.4K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-219- 0.07% |
$15.7K - $17K
|
335K
$33.1M
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-230Closed |
$16.5K - $17.8K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-240- 0.87% |
$17.2K - $18.6K
|
27.2K
$2.69M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-287- 0.4% |
$20.6K - $22.2K
|
70.6K
$6.98M
|
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-291- 34.2% |
$20.9K - $22.5K
|
560
$55.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-295Closed |
$21.2K - $22.9K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
SELL
|
- |
-305- 5.17% |
$21.9K - $23.6K
|
5.6K
$554K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-324Closed |
$23.3K - $25.1K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-324- 54.73% |
$23.3K - $25.1K
|
268
$26.5K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-380- 18.98% |
$27.3K - $29.4K
|
1.62K
$160K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-382- 3.3% |
$27.4K - $29.6K
|
11.2K
$1.11M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-399- 3.61% |
$28.7K - $30.9K
|
10.7K
$1.05M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-400- 10.97% |
$28.7K - $31K
|
3.25K
$321K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-400Closed |
$28.7K - $31K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-409- 2.02% |
$29.4K - $31.7K
|
19.9K
$1.97M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-444Closed |
$31.9K - $34.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-450Closed |
$32.3K - $34.9K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-452- 0.64% |
$32.5K - $35K
|
70K
$6.92M
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-458- 0.81% |
$32.9K - $35.5K
|
55.8K
$5.51M
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-459Closed |
$33K - $35.6K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-464- 53.77% |
$33.3K - $36K
|
399
$39.5K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-465- 0.45% |
$33.4K - $36K
|
103K
$10.2M
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-475- 7.18% |
$34.1K - $36.8K
|
6.15K
$608K
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-487- 13.09% |
$35K - $37.7K
|
3.23K
$320K
|