Purchases and Sales Made in Q3 2021 in Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

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
Oct 14, 2021 Q3 2021
Great Valley Advisor Group, Inc.

BUY
 -
1.49K
+ 18.51%
$104K - $110K
9.52K $908K
Nov 10, 2021 Q3 2021
Essex Financial Services, Inc.

BUY
 -
1.38K
+ 36.49%
$96.8K - $103K
5.18K $494K
Nov 10, 2021 Q3 2021
Us Bancorp \De\

BUY
 -
1.34K
+ 1.13%
$94K - $99.6K
120K $11.4M
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
1.33K
+ 21.33%
$92.8K - $98.4K
7.55K $720K
Nov 09, 2021 Q3 2021
Valmark Advisers, Inc.

BUY
 -
1.28K
+ 4.42%
$89.6K - $95K
30.3K $2.89M
Oct 22, 2021 Q3 2021
Columbus Macro, LLC

BUY
 -
1.24K
+ 7.75%
$86.6K - $91.8K
17.2K $1.64M
Nov 16, 2023 Q3 2021
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
1.18K
+ 1.35%
$82.2K - $87.2K
88.5K $8.44M
Nov 12, 2021 Q3 2021
Nfj Investment Group, LLC

Dallas, TX
BUY
 -
1.13K
New
$78.8K - $83.5K
1.13K $107K
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
1.09K
New
$76.5K - $81.1K
1.09K $104K
Nov 15, 2021 Q3 2021
Equity Investment Corp

Atlanta, GA
BUY
 -
1.05K
+ 2.99%
$73.3K - $77.7K
36K $3.44M
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
943
+ 551.46%
$65.9K - $69.9K
1.11K $106K
Nov 15, 2021 Q3 2021
First Heartland Consultants, Inc.

BUY
 -
930
+ 4.9%
$65K - $68.9K
19.9K $1.9M
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
920
New
$64.3K - $68.2K
920 $87.7K
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
909
+ 1.66%
$63.6K - $67.4K
55.7K $5.31M
Nov 12, 2021 Q3 2021
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
835
New
$58.4K - $61.9K
835 $79.6K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
770
+ 9.26%
$53.8K - $57.1K
9.08K $866K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
758
+ 12.75%
$53K - $56.2K
6.7K $639K
Oct 28, 2021 Q3 2021
Better Money Decisions, LLC

BUY
 -
752
+ 5371.43%
$52.6K - $55.7K
766 $73K
Nov 12, 2021 Q3 2021
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
723
+ 15.48%
$50.6K - $53.6K
5.39K $514K
Oct 29, 2021 Q3 2021
True Link Financial Advisors, LLC

BUY
 -
699
New
$48.9K - $51.8K
699 $66.6K
Nov 05, 2021 Q3 2021
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
663
New
$46.4K - $49.1K
663 $63.2K
Nov 05, 2021 Q3 2021
Ford Financial Group, LLC

BUY
 -
661
+ 1.93%
$46.2K - $49K
34.9K $3.33M
Oct 20, 2021 Q3 2021
Csenge Advisory Group

BUY
 -
593
+ 4.85%
$41.5K - $44K
12.8K $1.22M
Jul 28, 2022 Q3 2021
Sanford Advisory Services, LLC

BUY
 -
546
+ 8.51%
$38.2K - $40.5K
6.96K $664K
Oct 06, 2021 Q3 2021
Private Trust CO Na

BUY
 -
518
+ 2.79%
$36.2K - $38.4K
19.1K $1.82M
Nov 12, 2021 Q3 2021
Mcf Advisors LLC

Covington, KY
BUY
 -
488
+ 24.3%
$34.1K - $36.2K
2.5K $238K
Nov 09, 2021 Q3 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
484
+ 24.15%
$33.8K - $35.9K
2.49K $237K
Nov 03, 2021 Q3 2021
Carl P. Sherr & Co., LLC

BUY
 -
483
+ 0.74%
$33.8K - $35.8K
66.1K $6.3M
Nov 09, 2021 Q3 2021
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
405
+ 2.81%
$28.3K - $30K
14.8K $1.41M
Oct 20, 2021 Q3 2021
Northwest Wealth Management, LLC

BUY
 -
382
+ 1.44%
$26.7K - $28.3K
26.9K $2.57M
Nov 09, 2021 Q3 2021
Annapolis Financial Services, LLC

BUY
 -
374
New
$26.2K - $27.7K
374 $35.7K
Nov 10, 2021 Q3 2021
White Pine Capital LLC

Golden Valley, MN
BUY
 -
308
+ 2.69%
$21.5K - $22.8K
11.7K $1.12M
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
289
+ 3.62%
$20.2K - $21.4K
8.27K $788K
Sep 10, 2024 Q3 2021
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
280
+ 1.29%
$19.6K - $20.8K
21.9K $2.09M
Oct 12, 2021 Q3 2021
Tsfg, LLC

BUY
 -
277
+ 15.89%
$19.4K - $20.5K
2.02K $193K
Nov 08, 2021 Q3 2021
Summit Financial, LLC

Parsippany, NJ
BUY
 -
252
+ 0.98%
$17.6K - $18.7K
26K $2.48M
Nov 10, 2021 Q3 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
241
+ 0.88%
$16.9K - $17.9K
27.7K $2.64M
Nov 01, 2021 Q3 2021
Barber Financial Group, Inc.

BUY
 -
233
+ 3.69%
$16.3K - $17.3K
6.54K $624K
Oct 22, 2021 Q3 2021
Baldrige Asset Management LLC

BUY
 -
231
+ 1.4%
$16.2K - $17.1K
16.7K $1.59M
Nov 15, 2021 Q3 2021
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
222
New
$15.5K - $16.5K
222 $21.2K
Oct 29, 2021 Q3 2021
Round Table Services, LLC

BUY
 -
210
+ 2.36%
$14.7K - $15.6K
9.09K $867K
Nov 15, 2021 Q3 2021
Vestmark Advisory Solutions, Inc.

BUY
 -
193
+ 3.68%
$13.5K - $14.3K
5.43K $518K
Oct 28, 2021 Q3 2021
Destiny Wealth Partners, LLC

BUY
 -
190
New
$13.3K - $14.1K
190 $18.1K
Nov 12, 2021 Q3 2021
Kwb Wealth

Redlands, CA
BUY
 -
180
+ 5.87%
$12.6K - $13.3K
3.25K $310K
Oct 28, 2021 Q3 2021
Wealthgate Family Office, LLC

BUY
 -
169
New
$11.8K - $12.5K
169 $16.1K
Nov 12, 2021 Q3 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
168
New
$11.7K - $12.5K
168 $16K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
140
+ 0.11%
$9.79K - $10.4K
128K $12.2M
Oct 08, 2021 Q3 2021
Vigilant Capital Management, LLC

BUY
 -
137
New
$9.58K - $10.2K
137 $13.1K
Jan 27, 2023 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
137
+ 1.92%
$9.58K - $10.2K
7.26K $693K

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