Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.2MNew |
$503M - $533M
|
7.2M
$679M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.58M+ 5.63% |
$181M - $192M
|
48.5M
$4.58B
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.06M+ 138.12% |
$144M - $153M
|
3.56M
$336M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
779KNew |
$54.5M - $57.7M
|
779K
$73.5M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
273K+ 15.94% |
$19.1M - $20.2M
|
1.98M
$187M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
251KNew |
$17.5M - $18.6M
|
251K
$23.6M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
233K+ 2.26% |
$16.3M - $17.3M
|
10.6M
$998M
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
139K+ 125.66% |
$9.74M - $10.3M
|
250K
$23.6M
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
127KNew |
$8.88M - $9.42M
|
127K
$12M
|
|
Nov 10, 2021
Q3 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
110KNew |
$7.69M - $8.15M
|
110K
$10.4M
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
102K+ 2828.51% |
$7.17M - $7.6M
|
106K
$10M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
95.1K+ 18.15% |
$6.65M - $7.05M
|
619K
$58.4M
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
90.8K+ 245.51% |
$6.35M - $6.73M
|
128K
$12.1M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
89.4KNew |
$6.25M - $6.62M
|
89.4K
$8.43M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
54.6KNew |
$3.82M - $4.05M
|
54.6K
$5.15M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
49.7KNew |
$3.47M - $3.68M
|
49.7K
$4.68M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48.4K+ 15.78% |
$3.39M - $3.59M
|
355K
$33.5M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.1K+ 8.78% |
$3.15M - $3.34M
|
558K
$52.7M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
44.5K+ 17.09% |
$3.11M - $3.3M
|
305K
$28.7M
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
42.4K+ 1229.03% |
$2.97M - $3.15M
|
45.9K
$4.33M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38.3K+ 7.91% |
$2.68M - $2.84M
|
522K
$49.3M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
37.4KNew |
$2.62M - $2.77M
|
37.4K
$3.53M
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
32.8K+ 11.17% |
$2.3M - $2.43M
|
327K
$30.8M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
27.9K+ 239.96% |
$1.95M - $2.07M
|
39.5K
$3.73M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.7K+ 9.74% |
$1.66M - $1.76M
|
267K
$25.2M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.5K+ 258.64% |
$1.57M - $1.66M
|
31.1K
$2.94M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
22.4K+ 14.21% |
$1.57M - $1.66M
|
180K
$17M
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
22K+ 2.57% |
$1.54M - $1.63M
|
877K
$82.7M
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
18.8KNew |
$1.32M - $1.39M
|
18.8K
$1.78M
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
17.4K+ 11.77% |
$1.22M - $1.29M
|
165K
$15.6M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.3K+ 13.36% |
$1.21M - $1.28M
|
147K
$13.8M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.7K+ 452.81% |
$1.16M - $1.23M
|
20.3K
$1.92M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.3K+ 4.65% |
$1.14M - $1.21M
|
367K
$34.6M
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
16.1K+ 7.74% |
$1.13M - $1.2M
|
225K
$21.2M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.2K+ 5.8% |
$990K - $1.05M
|
258K
$24.4M
|
|
Sep 01, 2022
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
13.9K+ 4.68% |
$972K - $1.03M
|
311K
$29.3M
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
13.9K+ 4.68% |
$972K - $1.03M
|
311K
$29.3M
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
13.9K+ 13.45% |
$971K - $1.03M
|
117K
$11.1M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.3K+ 2.36% |
$932K - $988K
|
578K
$54.5M
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
13.2K+ 50.59% |
$924K - $980K
|
39.3K
$3.71M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
13KNew |
$907K - $961K
|
13K
$1.22M
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
11.9K+ 10.64% |
$830K - $880K
|
123K
$11.6M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7K+ 8.4% |
$818K - $868K
|
151K
$14.2M
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
11.6K+ 5.78% |
$811K - $860K
|
212K
$20M
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
11.5K+ 8.88% |
$804K - $852K
|
141K
$13.3M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.3K+ 57.72% |
$722K - $765K
|
28.2K
$2.66M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.57K+ 11.48% |
$669K - $709K
|
93K
$8.77M
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
9.55K+ 7.09% |
$668K - $708K
|
144K
$13.6M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8.95KNew |
$626K - $664K
|
8.95K
$844K
|
|
Oct 26, 2021
Q3 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
8.83K+ 4.61% |
$617K - $654K
|
200K
$18.9M
|