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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.38KClosed |
$446K - $473K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-6.43K- 7.12% |
$449K - $476K
|
83.9K
$7.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.54K- 7.47% |
$458K - $485K
|
81K
$7.64M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.73K- 13.76% |
$470K - $499K
|
42.1K
$3.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.62KClosed |
$533K - $565K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.86K- 7.66% |
$549K - $582K
|
94.6K
$8.93M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 2.3% |
$734K - $778K
|
446K
$42.1M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-10.5K- 34.08% |
$734K - $778K
|
20.3K
$1.91M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-13.2K- 33.59% |
$924K - $980K
|
26.1K
$2.46M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.4K- 3.81% |
$1.01M - $1.07M
|
364K
$34.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.2K- 1.9% |
$1.13M - $1.2M
|
838K
$79.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-17.7K- 1.79% |
$1.24M - $1.31M
|
971K
$91.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-20K- 55.32% |
$1.4M - $1.48M
|
16.1K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22K- 9.13% |
$1.54M - $1.63M
|
219K
$20.6M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-22.8K- 73.12% |
$1.59M - $1.69M
|
8.37K
$790K
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-23.8KClosed |
$1.66M - $1.76M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-24.8K- 3.36% |
$1.74M - $1.84M
|
715K
$67.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-27.4KClosed |
$1.91M - $2.03M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-29.6K- 29.14% |
$2.07M - $2.2M
|
72K
$6.79M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-33.8K- 5.1% |
$2.36M - $2.51M
|
629K
$59.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-34.5K- 79.3% |
$2.41M - $2.56M
|
9.01K
$850K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-36.1K- 51.1% |
$2.52M - $2.67M
|
34.5K
$3.26M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-36.6K- 9.81% |
$2.56M - $2.71M
|
337K
$31.8M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-45.7KClosed |
$3.2M - $3.39M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-46.1KClosed |
$3.22M - $3.42M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-48.7K- 93.38% |
$3.4M - $3.61M
|
3.45K
$326K
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-49.4KClosed |
$3.46M - $3.66M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-54.3KClosed |
$3.8M - $4.03M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-54.3KClosed |
$3.8M - $4.03M
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-54.4K- 26.96% |
$3.81M - $4.03M
|
147K
$13.9M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-60.8K- 3.97% |
$4.25M - $4.51M
|
1.47M
$139M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-64.8K- 95.54% |
$4.53M - $4.81M
|
3.03K
$286K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-88.3K- 81.21% |
$6.18M - $6.55M
|
20.4K
$1.93M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-92.8K- 94.17% |
$6.49M - $6.88M
|
5.74K
$542K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-100K- 32.21% |
$7.01M - $7.43M
|
211K
$19.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-115K- 56.22% |
$8.05M - $8.53M
|
89.7K
$8.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-121K- 8.2% |
$8.46M - $8.96M
|
1.35M
$128M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-146K- 71.38% |
$10.2M - $10.8M
|
58.5K
$5.52M
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-199KClosed |
$13.9M - $14.8M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-328K- 6.6% |
$23M - $24.3M
|
4.65M
$438M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-363K- 44.93% |
$25.4M - $26.9M
|
445K
$42M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-896KClosed |
$62.7M - $66.4M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.31MClosed |
$232M - $246M
|
0
$0
|