Purchases and Sales Made in Q3 2022 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 2022. 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 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 5.1% |
$647K - $761K
|
213K
$20.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
10.2KNew |
$642K - $755K
|
10.2K
$977K
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
9.87K+ 10.64% |
$618K - $727K
|
103K
$9.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
9.85K+ 250.04% |
$617K - $726K
|
13.8K
$1.32M
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
BUY
|
- |
9.52K+ 14.43% |
$596K - $701K
|
75.5K
$7.2M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.47KNew |
$593K - $697K
|
9.47K
$903K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
8.77K+ 0.35% |
$549K - $646K
|
2.5M
$239M
|
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
8.46K+ 4.04% |
$530K - $623K
|
218K
$20.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
8.4K+ 5.75% |
$526K - $618K
|
154K
$14.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
8.37K+ 3.58% |
$524K - $616K
|
242K
$23.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.31K+ 2.59% |
$520K - $612K
|
329K
$31.3M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.31K+ 2.59% |
$520K - $612K
|
329K
$31.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
8.2K+ 6.38% |
$513K - $604K
|
137K
$13M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
7.46K+ 207.83% |
$467K - $549K
|
11.1K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.42K+ 6.35% |
$465K - $546K
|
124K
$11.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
7.31K+ 152.18% |
$458K - $539K
|
12.1K
$1.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
7.25K+ 3.44% |
$454K - $534K
|
218K
$20.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.16K+ 25.11% |
$448K - $527K
|
35.7K
$3.4M
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
6.54K+ 15.09% |
$410K - $482K
|
49.9K
$4.76M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.33K+ 2.11% |
$396K - $466K
|
306K
$29.2M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.74K+ 125.05% |
$359K - $423K
|
10.3K
$985K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.52K+ 2.35% |
$346K - $407K
|
240K
$22.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.52KNew |
$345K - $406K
|
5.52K
$526K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.5K+ 13.86% |
$344K - $405K
|
45.2K
$4.31M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
5.5K+ 1.6% |
$344K - $405K
|
349K
$33.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
5.39KNew |
$337K - $397K
|
5.39K
$513K
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
5.38K+ 5.92% |
$337K - $396K
|
96.4K
$9.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
5.14KNew |
$322K - $378K
|
5.14K
$490K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.08K+ 2269.64% |
$318K - $374K
|
5.31K
$506K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.03K+ 11.6% |
$315K - $370K
|
48.4K
$4.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.94KNew |
$309K - $363K
|
4.94K
$471K
|
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.89K+ 3.09% |
$306K - $360K
|
163K
$15.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.86KNew |
$304K - $358K
|
4.86K
$463K
|
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
4.79K+ 33.1% |
$300K - $352K
|
19.2K
$1.83M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.64K+ 6.56% |
$290K - $341K
|
75.3K
$7.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.62K+ 112.75% |
$290K - $341K
|
8.73K
$832K
|
|
|
Oct 31, 2022
Q3 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
4.61KNew |
$288K - $339K
|
4.61K
$439K
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
4.52KNew |
$283K - $333K
|
4.52K
$431K
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.47K+ 7.32% |
$280K - $329K
|
65.6K
$6.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.42K+ 1.5% |
$277K - $325K
|
299K
$28.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.38K+ 2.26% |
$274K - $323K
|
198K
$18.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
4.07K+ 3.26% |
$255K - $300K
|
129K
$12.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.05K+ 1.35% |
$253K - $298K
|
304K
$29M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.99KNew |
$250K - $294K
|
3.99K
$381K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.9K+ 167.94% |
$244K - $287K
|
6.23K
$594K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.9K+ 368.08% |
$244K - $287K
|
4.96K
$473K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.79KNew |
$237K - $279K
|
3.79K
$361K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.68K+ 2.5% |
$231K - $271K
|
151K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.68K+ 39.9% |
$230K - $271K
|
12.9K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.67KNew |
$230K - $270K
|
3.67K
$350K
|