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
Nov 15, 2021 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
137
+ 1.92%
$9.58K - $10.2K
7.26K $685K
Nov 15, 2021 Q3 2021
Northern Trust Corp

Chicago, IL
BUY
 -
125
+ 1.83%
$8.74K - $9.27K
6.94K $654K
Nov 12, 2021 Q3 2021
Assetmark, Inc

BUY
 -
97
+ 26.5%
$6.78K - $7.19K
463 $43.7K
Nov 01, 2021 Q3 2021
Sage Mountain Advisors LLC

BUY
 -
91
+ 11.97%
$6.36K - $6.75K
851 $80.2K
Nov 10, 2021 Q3 2021
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
83
+ 0.55%
$5.8K - $6.15K
15.1K $1.43M
Oct 19, 2021 Q3 2021
Pinnacle Associates LTD

BUY
 -
67
+ 2.12%
$4.69K - $4.97K
3.22K $304K
Nov 12, 2021 Q3 2021
Scotia Capital Inc.

BUY
 -
66
+ 1.71%
$4.62K - $4.89K
3.92K $370K
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
BUY
 -
48
+ 1.04%
$3.36K - $3.56K
4.65K $438K
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
BUY
 -
45
+ 0.58%
$3.15K - $3.34K
7.74K $730K
Oct 29, 2021 Q3 2021
Archer Investment Corp

BUY
 -
45
New
$3.15K - $3.34K
45 $4.24K
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
38
+ 1.93%
$2.66K - $2.82K
2.01K $189K
Nov 10, 2021 Q3 2021
Argi Investment Services, LLC

BUY
 -
37
+ 0.41%
$2.59K - $2.74K
9.01K $849K
Nov 12, 2021 Q3 2021
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
34
+ 43.59%
$2.38K - $2.52K
112 $10.6K
Nov 16, 2021 Q3 2021
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
32
New
$2.24K - $2.37K
32 $3.02K
Nov 15, 2021 Q3 2021
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
24
+ 0.12%
$1.68K - $1.78K
20.5K $1.93M
Oct 08, 2021 Q3 2021
F Dx Advisors, Inc.

BUY
 -
23
+ 0.28%
$1.61K - $1.7K
8.12K $765K
Jul 24, 2024 Q3 2021
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
22
+ 0.26%
$1.54K - $1.63K
8.43K $795K
Nov 15, 2021 Q3 2021
Mc Gowan Group Asset Management, Inc.

Dallas, TX
BUY
 -
21
+ 0.61%
$1.47K - $1.56K
3.46K $326K
Oct 19, 2021 Q3 2021
Central Trust CO

Jefferson City, MO
BUY
 -
13
New
$909 - $964
13 $1.23K
Jan 09, 2024 Q3 2021
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
9
+ 0.63%
$629 - $667
1.43K $135K
Nov 12, 2021 Q3 2021
Savant Capital, LLC

BUY
 -
7
+ 0.23%
$490 - $519
3.09K $292K
Nov 02, 2021 Q3 2021
Bay Colony Advisory Group, Inc D

BUY
 -
6
+ 0.15%
$420 - $445
3.99K $376K
Oct 19, 2021 Q3 2021
Ullmann Wealth Partners Group, LLC

BUY
 -
4
+ 0.06%
$280 - $297
7.03K $662K
Oct 20, 2021 Q3 2021
Gps Wealth Strategies Group, LLC

BUY
 -
1
+ 0.15%
$69.9 - $74.1
651 $61.4K
Nov 12, 2021 Q3 2021
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
1
+ 0.0%
$69.9 - $74.1
21.8K $2.06M
Nov 12, 2021 Q3 2021
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
1
+ 0.03%
$69.9 - $74.1
3.4K $321K
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
1
+ 3.03%
$69.9 - $74.1
34 $3.21K
Nov 15, 2021 Q3 2021
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1
+ 0.02%
$69.9 - $74.1
5.07K $478K
Nov 09, 2021 Q3 2021
Hudock, Inc.

BUY
 -
1
+ 0.21%
$69.9 - $74.1
468 $44.1K
Oct 12, 2021 Q3 2021
Harbor Investment Advisory, LLC

SELL
 -
-1
- 0.46%
$69.9 - $74.1
217 $20.5K
Nov 12, 2021 Q3 2021
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-1
- 0.06%
$69.9 - $74.1
1.68K $158K
Oct 29, 2021 Q3 2021
Paragon Wealth Strategies, LLC

SELL
 -
-3
Closed
$210 - $222
0 $0
Nov 08, 2021 Q3 2021
Meeder Asset Management Inc

SELL
 -
-12
- 30.0%
$839 - $890
28 $2.64K
Nov 05, 2021 Q3 2021
True Private Wealth Advisors

SELL
 -
-19
- 0.19%
$1.33K - $1.41K
10.2K $958K
Nov 04, 2021 Q3 2021
Modera Wealth Management, LLC

SELL
 -
-32
- 0.6%
$2.24K - $2.37K
5.3K $500K
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-34
- 0.12%
$2.38K - $2.52K
28.5K $2.68M
Nov 08, 2021 Q3 2021
Charter Oak Capital Management, LLC

SELL
 -
-35
- 0.19%
$2.45K - $2.59K
18K $1.7M
Nov 02, 2021 Q3 2021
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-47
- 1.01%
$3.29K - $3.48K
4.62K $436K
Nov 12, 2021 Q3 2021
Permanens Capital L.P.

New York, NY
SELL
 -
-54
Closed
$3.78K - $4K
0 $0
Oct 28, 2021 Q3 2021
Silver Lake Advisory, LLC

SELL
 -
-71
- 0.45%
$4.97K - $5.26K
15.6K $1.47M
Nov 04, 2021 Q3 2021
Choate Investment Advisors

Boston, MA
SELL
 -
-71
Closed
$4.97K - $5.26K
0 $0
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-73
- 0.91%
$5.1K - $5.41K
7.98K $753K
Nov 10, 2021 Q3 2021
Tria Gen Wealth Management LLC

SELL
 -
-76
- 0.34%
$5.31K - $5.63K
22.6K $2.13M
Nov 03, 2021 Q3 2021
Tap Consulting, LLC

SELL
 -
-81
- 2.07%
$5.66K - $6K
3.83K $361K
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-81
- 0.26%
$5.66K - $6K
30.7K $2.89M
Nov 05, 2021 Q3 2021
D L Carlson Investment Group Inc

Concord, NH
SELL
 -
-90
- 3.04%
$6.29K - $6.67K
2.87K $271K
Oct 21, 2021 Q3 2021
Ellis Investment Partners, LLC

SELL
 -
-91
- 1.89%
$6.36K - $6.75K
4.72K $445K
Nov 01, 2021 Q3 2021
Bank Ozk

SELL
 -
-102
- 2.65%
$7.13K - $7.56K
3.74K $353K
Nov 15, 2021 Q3 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-113
Closed
$7.9K - $8.38K
0 $0

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