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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-125- 62.5% |
$8.74K - $9.27K
|
75
$7.07K
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-125- 62.5% |
$8.74K - $9.27K
|
75
$7.07K
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-141Closed |
$9.86K - $10.5K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
SELL
|
- |
-144- 0.48% |
$10.1K - $10.7K
|
29.7K
$2.8M
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
SELL
|
- |
-149- 2.06% |
$10.4K - $11K
|
7.08K
$668K
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-165- 2.9% |
$11.5K - $12.2K
|
5.52K
$521K
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-187- 0.28% |
$13.1K - $13.9K
|
67.2K
$6.33M
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-188- 3.09% |
$13.1K - $13.9K
|
5.89K
$556K
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-190- 1.06% |
$13.3K - $14.1K
|
17.7K
$1.67M
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-191- 0.49% |
$13.4K - $14.2K
|
39.1K
$3.69M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-194- 1.22% |
$13.6K - $14.4K
|
15.7K
$1.48M
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-200- 1.74% |
$14K - $14.8K
|
11.3K
$1.06M
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-200Closed |
$14K - $14.8K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-205Closed |
$14.3K - $15.2K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-220- 5.82% |
$15.4K - $16.3K
|
3.56K
$336K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-223- 0.6% |
$15.6K - $16.5K
|
37.2K
$3.5M
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-234- 2.66% |
$16.4K - $17.3K
|
8.57K
$808K
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-241- 4.66% |
$16.9K - $17.9K
|
4.93K
$465K
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-250Closed |
$17.5K - $18.5K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-276- 6.93% |
$19.3K - $20.5K
|
3.71K
$350K
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
SELL
|
- |
-298- 15.84% |
$20.8K - $22.1K
|
1.58K
$149K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-300- 0.28% |
$21K - $22.2K
|
108K
$10.2M
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
SELL
|
- |
-320- 4.68% |
$22.4K - $23.7K
|
6.51K
$614K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-331- 20.44% |
$23.1K - $24.5K
|
1.29K
$121K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-336- 62.69% |
$23.5K - $24.9K
|
200
$18.9K
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-338- 10.04% |
$23.6K - $25.1K
|
3.03K
$286K
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-339Closed |
$23.7K - $25.1K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-375- 15.78% |
$26.2K - $27.8K
|
2K
$189K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-397- 20.12% |
$27.8K - $29.4K
|
1.58K
$149K
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-440- 9.5% |
$30.8K - $32.6K
|
4.19K
$395K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-470- 6.04% |
$32.9K - $34.8K
|
7.32K
$690K
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-494- 3.06% |
$34.5K - $36.6K
|
15.6K
$1.48M
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-509- 0.74% |
$35.6K - $37.7K
|
68.1K
$6.42M
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-545- 3.7% |
$38.1K - $40.4K
|
14.2K
$1.34M
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-553- 3.28% |
$38.7K - $41K
|
16.3K
$1.54M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-603- 4.72% |
$42.2K - $44.7K
|
12.2K
$1.15M
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-663- 17.99% |
$46.4K - $49.1K
|
3.02K
$285K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-666- 1.29% |
$46.6K - $49.4K
|
51K
$4.81M
|
|
Oct 14, 2021
Q3 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-666- 1.23% |
$46.6K - $49.4K
|
53.7K
$5.06M
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-678- 1.31% |
$47.4K - $50.3K
|
51.1K
$4.82M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-690Closed |
$48.3K - $51.1K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-708- 68.47% |
$49.5K - $52.5K
|
326
$30.7K
|
|
Nov 15, 2021
Q3 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-755- 7.98% |
$52.8K - $56K
|
8.71K
$821K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-797- 24.56% |
$55.7K - $59.1K
|
2.45K
$231K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-802- 1.27% |
$56.1K - $59.5K
|
62.4K
$5.88M
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-831- 1.0% |
$58.1K - $61.6K
|
82.3K
$7.76M
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-851- 1.48% |
$59.5K - $63.1K
|
56.5K
$5.32M
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-878- 7.04% |
$61.4K - $65.1K
|
11.6K
$1.09M
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-907- 0.72% |
$63.4K - $67.2K
|
125K
$11.8M
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-925Closed |
$64.7K - $68.6K
|
0
$0
|