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 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-986- 9.12% |
$69K - $73.1K
|
9.83K
$937K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.04K- 0.8% |
$72.5K - $76.9K
|
128K
$12.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.08K- 3.76% |
$75.2K - $79.7K
|
27.5K
$2.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.11K- 12.07% |
$77.3K - $81.9K
|
8.05K
$767K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.19K- 14.66% |
$83.4K - $88.4K
|
6.94K
$661K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.21K- 8.7% |
$84.4K - $89.5K
|
12.7K
$1.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.21K- 4.46% |
$84.9K - $90K
|
26K
$2.48M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 1.46% |
$85.7K - $90.8K
|
82.4K
$7.86M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.26K- 80.53% |
$87.9K - $93.2K
|
304
$29K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 1.85% |
$93.4K - $99K
|
71K
$6.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.37K- 2.19% |
$96K - $102K
|
61.4K
$5.86M
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.4K- 1.93% |
$97.9K - $104K
|
71.2K
$6.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.6K- 26.17% |
$112K - $119K
|
4.51K
$430K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.6K- 25.57% |
$112K - $119K
|
4.66K
$444K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.71K- 16.58% |
$120K - $127K
|
8.6K
$820K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.76KClosed |
$123K - $131K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.81K- 0.84% |
$126K - $134K
|
214K
$20.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.05KClosed |
$143K - $152K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.17KClosed |
$152K - $161K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.23K- 11.74% |
$156K - $165K
|
16.8K
$1.6M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.3K- 5.79% |
$161K - $170K
|
37.4K
$3.57M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.3K- 59.04% |
$161K - $171K
|
1.6K
$152K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.49K- 3.72% |
$174K - $185K
|
64.5K
$6.15M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.8K- 18.56% |
$196K - $207K
|
12.3K
$1.17M
|
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.84KClosed |
$198K - $210K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.86K- 6.18% |
$200K - $212K
|
43.4K
$4.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.88K- 8.55% |
$201K - $214K
|
30.8K
$2.94M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3KClosed |
$210K - $223K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.1K- 94.51% |
$217K - $230K
|
180
$17.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.1K- 25.68% |
$217K - $230K
|
8.98K
$856K
|
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-3.39K- 7.43% |
$237K - $251K
|
42.3K
$4.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-3.39K- 0.14% |
$237K - $252K
|
2.5M
$238M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.47K- 10.0% |
$243K - $257K
|
31.2K
$2.98M
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.58K- 51.06% |
$250K - $265K
|
3.43K
$327K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-3.6K- 0.8% |
$251K - $267K
|
444K
$42.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.62K- 37.02% |
$253K - $268K
|
6.15K
$586K
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-3.67K- 16.74% |
$257K - $272K
|
18.3K
$1.74M
|
|
|
Oct 15, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3.69K- 3.48% |
$258K - $273K
|
102K
$9.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-3.75K- 19.0% |
$262K - $278K
|
16K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.29K- 8.16% |
$300K - $318K
|
48.3K
$4.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.34K- 2.85% |
$303K - $322K
|
148K
$14.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-4.35K- 6.88% |
$304K - $322K
|
58.8K
$5.61M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.4K- 9.77% |
$308K - $326K
|
40.6K
$3.87M
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.42KClosed |
$309K - $328K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.5K- 15.3% |
$315K - $334K
|
24.9K
$2.38M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.74K- 98.61% |
$331K - $351K
|
67
$6.39K
|
|
|
Nov 15, 2021
Q3 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-4.83K- 6.45% |
$338K - $358K
|
70.1K
$6.68M
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.97K- 3.7% |
$348K - $369K
|
129K
$12.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.84K- 48.87% |
$408K - $433K
|
6.11K
$583K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.07KClosed |
$425K - $450K
|
0
$0
|