Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.8K+ 13.95% |
$247K - $293K
|
31K
$2.96M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.54K+ 2.66% |
$230K - $273K
|
137K
$13M
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
3.44K+ 48.84% |
$223K - $265K
|
10.5K
$998K
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
BUY
|
- |
3.35K+ 5.28% |
$218K - $259K
|
66.8K
$6.37M
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.29KNew |
$214K - $254K
|
3.29K
$314K
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.15K+ 84.0% |
$204K - $243K
|
6.9K
$658K
|
|
Jul 27, 2022
Q2 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.95K+ 9.52% |
$191K - $228K
|
33.9K
$3.24M
|
|
Aug 02, 2022
Q2 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.91K+ 98.05% |
$189K - $225K
|
5.88K
$561K
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
BUY
|
- |
2.67K+ 11.85% |
$173K - $206K
|
25.2K
$2.41M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.5KNew |
$162K - $193K
|
2.5K
$238K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.38KNew |
$155K - $184K
|
2.38K
$227K
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.35K+ 9.7% |
$153K - $181K
|
26.6K
$2.54M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
2.32K+ 20.51% |
$150K - $179K
|
13.6K
$1.3M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2.1K+ 141.26% |
$136K - $162K
|
3.59K
$342K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.94K+ 31.83% |
$126K - $150K
|
8.04K
$767K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.77K+ 2.67% |
$115K - $137K
|
68.1K
$6.49M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.71K+ 6.29% |
$111K - $132K
|
28.9K
$2.75M
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.69K+ 11.72% |
$110K - $131K
|
16.1K
$1.54M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.61K+ 58.49% |
$105K - $124K
|
4.37K
$416K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.58K+ 7.19% |
$103K - $122K
|
23.6K
$2.25M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.51K+ 31.06% |
$97.6K - $116K
|
6.35K
$606K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.49K+ 4.76% |
$96.9K - $115K
|
32.9K
$3.13M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.49K+ 36.96% |
$96.3K - $115K
|
5.5K
$525K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.46K+ 13.91% |
$94.6K - $113K
|
11.9K
$1.14M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.44K+ 0.68% |
$93.2K - $111K
|
213K
$20.3M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.32K+ 1.04% |
$85.7K - $102K
|
128K
$12.2M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.26K+ 4.6% |
$81.4K - $96.9K
|
28.5K
$2.72M
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.24K+ 34.52% |
$80.2K - $95.4K
|
4.82K
$459K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.22K+ 30.29% |
$78.8K - $93.8K
|
5.23K
$498K
|
|
Jul 11, 2022
Q2 2022
|
Cim, LLC
|
BUY
|
- |
1.17K+ 20.96% |
$76.2K - $90.6K
|
6.77K
$646K
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.15K+ 2.35% |
$74.9K - $89.1K
|
50.3K
$4.8M
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 2.8% |
$68.5K - $81.5K
|
38.8K
$3.7M
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.04K+ 18.16% |
$67.5K - $80.3K
|
6.77K
$646K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.03K+ 668.18% |
$66.8K - $79.4K
|
1.18K
$113K
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.02KNew |
$66.4K - $79K
|
1.02K
$97.5K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
979+ 9.94% |
$63.5K - $75.6K
|
10.8K
$1.03M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
925+ 14.95% |
$60K - $71.4K
|
7.11K
$678K
|
|
Aug 15, 2022
Q2 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
820+ 3.0% |
$53.2K - $63.3K
|
28.2K
$2.69M
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
763New |
$49.5K - $58.9K
|
763
$72.8K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
761New |
$49.4K - $58.7K
|
761
$72.6K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
739+ 0.55% |
$47.9K - $57K
|
136K
$13M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
733+ 107.32% |
$47.6K - $56.6K
|
1.42K
$135K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
675New |
$43.8K - $52.1K
|
675
$64.4K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
660+ 165.41% |
$42.8K - $50.9K
|
1.06K
$101K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
600New |
$38.9K - $46.3K
|
600
$57.2K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
587New |
$38.1K - $45.3K
|
587
$56K
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
567+ 8.75% |
$36.8K - $43.8K
|
7.05K
$672K
|
|
Jul 21, 2022
Q2 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
561+ 0.26% |
$36.4K - $43.3K
|
216K
$20.6M
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
420+ 10.57% |
$27.2K - $32.4K
|
4.4K
$419K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
419+ 0.65% |
$27.2K - $32.3K
|
64.8K
$6.18M
|