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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.03K- 6.09% |
$66.5K - $79.1K
|
15.8K
$1.49M
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.04K- 23.62% |
$67.4K - $80.2K
|
3.36K
$317K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.06K- 1.94% |
$68.6K - $81.7K
|
53.4K
$5.04M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.1KClosed |
$71.6K - $85.2K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.17K- 1.06% |
$75.7K - $90K
|
109K
$10.3M
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.18K- 3.08% |
$76.3K - $90.8K
|
37K
$3.49M
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.18K- 69.06% |
$76.8K - $91.3K
|
530
$50K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.19K- 79.87% |
$77.2K - $91.8K
|
300
$28.3K
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-1.29KClosed |
$84K - $99.9K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-1.32K- 1.66% |
$85.3K - $101K
|
77.8K
$7.34M
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.35K- 10.84% |
$87.6K - $104K
|
11.1K
$1.05M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.55K- 13.89% |
$101K - $120K
|
9.62K
$907K
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.55K- 3.84% |
$101K - $120K
|
38.9K
$3.67M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.62KClosed |
$105K - $125K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.74K- 1.94% |
$113K - $134K
|
87.8K
$8.28M
|
|
Jul 13, 2022
Q2 2022
|
Tl Private Wealth
|
SELL
|
- |
-1.86K- 6.23% |
$121K - $143K
|
28K
$2.64M
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.24K- 2.87% |
$145K - $173K
|
75.7K
$7.14M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.34K- 91.27% |
$152K - $181K
|
224
$21.1K
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.36K- 12.87% |
$153K - $182K
|
16K
$1.51M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.42K- 1.02% |
$157K - $187K
|
235K
$22.1M
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-2.5K- 1.17% |
$162K - $193K
|
211K
$19.9M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.55K- 25.0% |
$165K - $197K
|
7.65K
$721K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.55K- 25.0% |
$165K - $197K
|
7.65K
$721K
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-2.55K- 4.64% |
$166K - $197K
|
52.5K
$4.95M
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.61K- 11.73% |
$169K - $201K
|
19.6K
$1.85M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.65KClosed |
$172K - $204K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.65KClosed |
$172K - $205K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.66K- 9.31% |
$173K - $206K
|
25.9K
$2.45M
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.69KClosed |
$175K - $208K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.7K- 44.9% |
$175K - $208K
|
3.31K
$312K
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.83K- 21.64% |
$184K - $218K
|
10.3K
$967K
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.84KClosed |
$184K - $219K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.84K- 9.54% |
$184K - $219K
|
26.9K
$2.54M
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.86KClosed |
$185K - $220K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-2.9KClosed |
$188K - $223K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-2.9KClosed |
$188K - $224K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.92KClosed |
$189K - $225K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.94KClosed |
$191K - $227K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.97K- 16.0% |
$193K - $229K
|
15.6K
$1.47M
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.04KClosed |
$197K - $235K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-3.1KClosed |
$201K - $239K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-3.25KClosed |
$211K - $251K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-3.25K- 37.8% |
$211K - $251K
|
5.35K
$504K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.26K- 89.07% |
$212K - $252K
|
400
$37.7K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-3.54K- 76.06% |
$230K - $273K
|
1.11K
$105K
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.61K- 7.27% |
$234K - $279K
|
46.1K
$4.34M
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.64K- 11.8% |
$236K - $281K
|
27.2K
$2.56M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.7K- 6.49% |
$240K - $286K
|
53.4K
$5.03M
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.72K- 16.99% |
$241K - $287K
|
18.2K
$1.71M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.82K- 7.45% |
$248K - $295K
|
47.4K
$4.47M
|