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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
72+ 0.03% |
$4.51K - $5.3K
|
216K
$20.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
57+ 0.08% |
$3.57K - $4.2K
|
68.2K
$6.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
57New |
$3.57K - $4.2K
|
57
$5.43K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
55+ 0.24% |
$3.44K - $4.05K
|
23.4K
$2.23M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
54New |
$3.38K - $3.98K
|
54
$5.15K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
52+ 0.22% |
$3.26K - $3.83K
|
24K
$2.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
45+ 1.31% |
$2.82K - $3.31K
|
3.48K
$332K
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
29+ 0.41% |
$1.82K - $2.14K
|
7.06K
$673K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
28+ 0.38% |
$1.75K - $2.06K
|
7.44K
$709K
|
|
|
Nov 09, 2022
Q3 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
26+ 0.74% |
$1.63K - $1.91K
|
3.54K
$337K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
25+ 0.39% |
$1.57K - $1.84K
|
6.38K
$608K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
22+ 0.46% |
$1.38K - $1.62K
|
4.78K
$455K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
21+ 0.5% |
$1.31K - $1.55K
|
4.22K
$402K
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.2% |
$1.06K - $1.25K
|
8.63K
$822K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
16+ 0.2% |
$1K - $1.18K
|
8.2K
$782K
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
16+ 0.2% |
$1K - $1.18K
|
8.2K
$782K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13+ 0.69% |
$814 - $957
|
1.89K
$180K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.74% |
$689 - $810
|
1.5K
$143K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10New |
$626 - $736
|
10
$954
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8+ 0.18% |
$501 - $589
|
4.41K
$420K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
8+ 0.13% |
$501 - $589
|
6.01K
$573K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 11.48% |
$438 - $515
|
68
$6.48K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7+ 0.14% |
$438 - $515
|
5.05K
$482K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$438 - $515
|
7
$667
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
6+ 0.34% |
$376 - $442
|
1.76K
$168K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 0.03% |
$188 - $221
|
9.89K
$943K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.6% |
$188 - $221
|
504
$48.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.15% |
$62.6 - $73.6
|
684
$65.2K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.47% |
$62.6 - $73.6
|
69
$6.58K
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
1+ 0.03% |
$62.6 - $73.6
|
3.64K
$347K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$62.6 - $73.6
|
4.71K
$449K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.02% |
$62.6 - $73.6
|
4.83K
$460K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2- -0.0% |
$125 - $147
|
56K
$5.34M
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-17- 20.73% |
$1.06K - $1.25K
|
65
$6.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-25- 0.21% |
$1.57K - $1.84K
|
11.9K
$1.14M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.34% |
$2.32K - $2.72K
|
10.8K
$1.03M
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
SELL
|
- |
-37- 0.55% |
$2.32K - $2.72K
|
6.63K
$632K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-41- 0.39% |
$2.57K - $3.02K
|
10.4K
$994K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-47- 0.14% |
$2.94K - $3.46K
|
32.8K
$3.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-48- 88.89% |
$3.01K - $3.53K
|
6
$572
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-48- 0.88% |
$3.01K - $3.53K
|
5.42K
$517K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-51- 0.95% |
$3.19K - $3.76K
|
5.32K
$507K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-57- 0.33% |
$3.57K - $4.2K
|
17.2K
$1.64M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-58- 1.16% |
$3.63K - $4.27K
|
4.94K
$471K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-63- 35.0% |
$3.94K - $4.64K
|
117
$11.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-69- 0.6% |
$4.32K - $5.08K
|
11.4K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-82- 0.53% |
$5.13K - $6.04K
|
15.5K
$1.48M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-87- 9.67% |
$5.45K - $6.41K
|
813
$77.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-95- 2.02% |
$5.95K - $7K
|
4.6K
$439K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-100- 23.7% |
$6.26K - $7.36K
|
322
$30.7K
|