Purchases and Sales Made in Q3 2022 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 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 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
764
+ 1.11%
$47.8K - $56.3K
69.9K $6.66M
Nov 14, 2022 Q3 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
753
+ 0.7%
$47.1K - $55.5K
109K $10.4M
Nov 09, 2022 Q3 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
740
New
$46.3K - $54.5K
740 $70.6K
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
740
+ 1275.86%
$46.3K - $54.5K
798 $76.1K
Oct 11, 2022 Q3 2022
Rda Financial Network

BUY
 -
680
+ 1.92%
$42.6K - $50.1K
36K $3.44M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
668
+ 8.17%
$41.8K - $49.2K
8.85K $844K
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
659
New
$41.3K - $48.5K
659 $62.8K
Oct 28, 2022 Q3 2022
Sym Financial Corp

BUY
 -
655
+ 9.43%
$41K - $48.2K
7.6K $724K
Oct 26, 2022 Q3 2022
Windward Private Wealth Management Inc.

BUY
 -
650
+ 1.94%
$40.7K - $47.9K
34.1K $3.25M
Oct 31, 2022 Q3 2022
Avion Wealth

The Woodlands, TX
BUY
 -
646
+ 63.15%
$40.4K - $47.6K
1.67K $159K
Oct 12, 2023 Q3 2022
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
600
+ 4.59%
$37.6K - $44.2K
13.7K $1.3M
Oct 14, 2022 Q3 2022
Guidance Point Advisors, LLC

BUY
 -
578
+ 1.56%
$36.2K - $42.6K
37.6K $3.59M
Nov 10, 2022 Q3 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
573
+ 95.82%
$35.9K - $42.2K
1.17K $112K
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
558
+ 2.0%
$34.9K - $41.1K
28.5K $2.71M
Oct 12, 2022 Q3 2022
Catalyst Private Wealth, LLC

BUY
 -
520
+ 3.22%
$32.6K - $38.3K
16.6K $1.59M
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
516
New
$32.3K - $38K
516 $49.2K
Oct 28, 2022 Q3 2022
Savant Capital, LLC

BUY
 -
514
+ 15.4%
$32.2K - $37.9K
3.85K $367K
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
510
+ 0.79%
$31.9K - $37.6K
65.4K $6.23M
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
508
+ 3.73%
$31.8K - $37.4K
14.1K $1.35M
Oct 13, 2022 Q3 2022
Dougherty Wealth Advisers LLC

BUY
 -
498
New
$31.2K - $36.7K
498 $47.5K
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
460
+ 6.02%
$28.8K - $33.9K
8.11K $773K
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
460
+ 6.02%
$28.8K - $33.9K
8.11K $773K
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
450
+ 4.59%
$28.2K - $33.1K
10.3K $978K
Oct 31, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
414
New
$25.9K - $30.5K
414 $39.5K
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
403
New
$25.2K - $29.7K
403 $38.4K
Nov 14, 2022 Q3 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
400
New
$25K - $29.5K
400 $38.1K
Nov 14, 2022 Q3 2022
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
357
+ 2.34%
$22.4K - $26.3K
15.6K $1.49M
Oct 20, 2022 Q3 2022
First Heartland Consultants, Inc.

BUY
 -
350
+ 1.8%
$21.9K - $25.8K
19.8K $1.89M
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
295
+ 1.02%
$18.5K - $21.7K
29.2K $2.78M
Nov 10, 2022 Q3 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
280
+ 0.72%
$17.5K - $20.6K
39.2K $3.73M
Oct 05, 2022 Q3 2022
Time Scale Financial, Inc.

BUY
 -
244
+ 31.98%
$15.3K - $18K
1.01K $96K
Oct 20, 2022 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
239
+ 0.5%
$15K - $17.6K
47.7K $4.55M
Nov 15, 2022 Q3 2022
Mai Capital Management

BUY
 -
227
+ 5.11%
$14.2K - $16.7K
4.67K $445K
Oct 21, 2022 Q3 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
216
+ 5.64%
$13.5K - $15.9K
4.05K $386K
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
202
+ 808.0%
$12.6K - $14.9K
227 $21.6K
Oct 20, 2022 Q3 2022
Argi Investment Services, LLC

BUY
 -
185
+ 2.79%
$11.6K - $13.6K
6.81K $650K
Nov 15, 2022 Q3 2022
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
183
+ 2.7%
$11.5K - $13.5K
6.96K $663K
Sep 11, 2024 Q3 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
183
+ 0.69%
$11.5K - $13.5K
26.8K $2.55M
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
182
+ 6.75%
$11.4K - $13.4K
2.88K $275K
Oct 20, 2022 Q3 2022
Round Rock Advisors, LLC

BUY
 -
179
+ 1.71%
$11.2K - $13.2K
10.7K $1.02M
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
155
+ 14.51%
$9.7K - $11.4K
1.22K $117K
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

BUY
 -
142
+ 2.08%
$8.89K - $10.5K
6.98K $665K
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
141
+ 0.54%
$8.83K - $10.4K
26.1K $2.49M
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
141
+ 1.91%
$8.83K - $10.4K
7.53K $718K
Oct 25, 2022 Q3 2022
Fifth Third Securities, Inc.

BUY
 -
132
+ 1.41%
$8.26K - $9.72K
9.52K $908K
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
118
New
$7.39K - $8.69K
118 $11.3K
Nov 14, 2022 Q3 2022
New Millennium Group LLC

Sandy, UT
BUY
 -
97
New
$6.07K - $7.14K
97 $9.25K
Oct 20, 2022 Q3 2022
Silver Lake Advisory, LLC

BUY
 -
86
+ 0.54%
$5.38K - $6.33K
15.9K $1.52M
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
78
+ 0.69%
$4.88K - $5.74K
11.3K $1.08M

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