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 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.72K+ 29.27% |
$610K - $646K
|
38.5K
$3.67M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.95KNew |
$556K - $590K
|
7.95K
$758K
|
|
Nov 08, 2021
Q3 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
7.65KNew |
$535K - $567K
|
7.65K
$730K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.63K+ 97.21% |
$534K - $566K
|
15.5K
$1.48M
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
7.54K+ 100.29% |
$527K - $559K
|
15.1K
$1.44M
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.23K+ 179.77% |
$505K - $536K
|
11.2K
$1.07M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.81K+ 0.73% |
$477K - $505K
|
944K
$90M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.55K+ 15.33% |
$458K - $486K
|
49.3K
$4.7M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.54K+ 2351.44% |
$457K - $485K
|
6.82K
$650K
|
|
Oct 13, 2021
Q3 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
6.52K+ 3.54% |
$456K - $483K
|
190K
$18.2M
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
6.48KNew |
$453K - $480K
|
6.48K
$618K
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.21KNew |
$434K - $460K
|
6.21K
$592K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
6K+ 1.62% |
$420K - $445K
|
375K
$35.8M
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.94K+ 132.52% |
$415K - $440K
|
10.4K
$993K
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
5.71KNew |
$399K - $423K
|
5.71K
$544K
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.3K+ 8.98% |
$370K - $393K
|
64.3K
$6.13M
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.21K+ 8.27% |
$364K - $386K
|
68.2K
$6.5M
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
5.19K+ 35.13% |
$363K - $385K
|
20K
$1.9M
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.09KNew |
$356K - $377K
|
5.09K
$485K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.75K+ 11.37% |
$332K - $352K
|
46.6K
$4.44M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.5K+ 4.91% |
$315K - $333K
|
96.2K
$9.17M
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
4.46K+ 37.0% |
$312K - $331K
|
16.5K
$1.58M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
4.12KNew |
$288K - $305K
|
4.12K
$393K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.03K+ 3.39% |
$282K - $299K
|
123K
$11.7M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.02K+ 3.52% |
$281K - $298K
|
118K
$11.3M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.78KNew |
$264K - $280K
|
3.78K
$360K
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.72KNew |
$260K - $275K
|
3.72K
$354K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.54K+ 977.07% |
$247K - $262K
|
3.9K
$372K
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.44KNew |
$241K - $255K
|
3.44K
$328K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.36K+ 2.54% |
$235K - $249K
|
136K
$12.9M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.06KNew |
$214K - $227K
|
3.06K
$292K
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.04KNew |
$213K - $226K
|
3.04K
$290K
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.02K+ 6.63% |
$211K - $224K
|
48.6K
$4.64M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.87KNew |
$201K - $213K
|
2.87K
$274K
|
|
Nov 12, 2021
Q3 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.85KNew |
$199K - $211K
|
2.85K
$272K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.8K+ 16.38% |
$196K - $208K
|
19.9K
$1.9M
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
2.74K+ 44.3% |
$191K - $203K
|
8.92K
$850K
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.67KNew |
$187K - $198K
|
2.67K
$255K
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
2.57K+ 3.49% |
$179K - $190K
|
76.2K
$7.26M
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.43K+ 3.96% |
$170K - $180K
|
63.9K
$6.09M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.23K+ 2.6% |
$156K - $165K
|
88K
$8.39M
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
2.21K+ 6.64% |
$155K - $164K
|
35.5K
$3.38M
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.15K+ 2.62% |
$150K - $159K
|
84.1K
$8.02M
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
BUY
|
- |
2.06K+ 5.78% |
$144K - $153K
|
37.8K
$3.6M
|
|
Oct 20, 2021
Q3 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2K+ 7.34% |
$140K - $148K
|
29.2K
$2.79M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1.95K+ 29.39% |
$136K - $145K
|
8.59K
$819K
|
|
Nov 12, 2021
Q3 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.88K+ 2.29% |
$131K - $139K
|
83.9K
$8M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.79K+ 19.74% |
$125K - $133K
|
10.9K
$1.04M
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
1.68K+ 13.14% |
$117K - $124K
|
14.4K
$1.38M
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.49K+ 3.42% |
$104K - $111K
|
45.2K
$4.31M
|