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 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-104- 2.15% |
$6.51K - $7.66K
|
4.73K
$446K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-105- 0.66% |
$6.57K - $7.73K
|
15.8K
$1.49M
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-121- 15.34% |
$7.58K - $8.91K
|
668
$63K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-125- 1.3% |
$7.83K - $9.21K
|
9.48K
$893K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-135- 1.12% |
$8.45K - $9.94K
|
11.9K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-146- 1.82% |
$9.14K - $10.8K
|
7.9K
$745K
|
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-150- 2.17% |
$9.39K - $11K
|
6.75K
$637K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-150- 4.17% |
$9.39K - $11K
|
3.45K
$325K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
SELL
|
- |
-158- 10.27% |
$9.89K - $11.6K
|
1.38K
$130K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-175- 10.79% |
$11K - $12.9K
|
1.45K
$136K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-176- 2.65% |
$11K - $13K
|
6.47K
$610K
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-182- 1.0% |
$11.4K - $13.4K
|
17.9K
$1.69M
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-184- 0.74% |
$11.5K - $13.5K
|
24.8K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-195- 0.45% |
$12.2K - $14.4K
|
43.6K
$4.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-199- 1.27% |
$12.5K - $14.7K
|
15.4K
$1.45M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-212- 3.44% |
$13.3K - $15.6K
|
5.95K
$561K
|
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
SELL
|
- |
-235- 3.47% |
$14.7K - $17.3K
|
6.54K
$617K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-265- 25.68% |
$16.6K - $19.5K
|
767
$72.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-268- 42.88% |
$16.8K - $19.7K
|
357
$33.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-293- 1.61% |
$18.3K - $21.6K
|
17.9K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-294- 5.06% |
$18.4K - $21.7K
|
5.51K
$520K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-309- 2.67% |
$19.3K - $22.8K
|
11.3K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-314- 2.98% |
$19.7K - $23.1K
|
10.2K
$963K
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-323- 5.49% |
$20.2K - $23.8K
|
5.56K
$524K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-335- 0.27% |
$21K - $24.7K
|
125K
$11.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-377- 0.75% |
$23.6K - $27.8K
|
49.9K
$4.71M
|
|
|
Oct 17, 2022
Q3 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-395- 7.02% |
$24.7K - $29.1K
|
5.23K
$493K
|
|
|
Oct 25, 2022
Q3 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-400- 1.18% |
$25K - $29.5K
|
33.5K
$3.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-487- 1.98% |
$30.5K - $35.9K
|
24.1K
$2.28M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-549- 18.24% |
$34.4K - $40.4K
|
2.46K
$232K
|
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
SELL
|
- |
-568- 0.4% |
$35.6K - $41.8K
|
141K
$13.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-596- 4.01% |
$37.3K - $43.9K
|
14.3K
$1.35M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-645- 4.73% |
$40.4K - $47.5K
|
13K
$1.23M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-655- 10.39% |
$41K - $48.2K
|
5.65K
$533K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-660- 2.45% |
$41.3K - $48.6K
|
26.3K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-673- 7.13% |
$42.1K - $49.6K
|
8.77K
$827K
|
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-741- 16.86% |
$46.4K - $54.6K
|
3.65K
$345K
|
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-775- 17.54% |
$48.5K - $57.1K
|
3.64K
$344K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-778- 3.29% |
$48.7K - $57.3K
|
22.9K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-779- 7.2% |
$48.8K - $57.4K
|
10K
$947K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-835- 3.9% |
$52.3K - $61.5K
|
20.6K
$1.94M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-843- 1.58% |
$52.8K - $62.1K
|
52.5K
$4.95M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-879- 74.3% |
$55K - $64.7K
|
304
$28.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-917- 1.48% |
$57.4K - $67.5K
|
61.2K
$5.77M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-937- 0.69% |
$58.7K - $69K
|
136K
$12.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-938- 31.84% |
$58.7K - $69.1K
|
2.01K
$189K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-946- 8.28% |
$59.2K - $69.7K
|
10.5K
$988K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1K- 11.54% |
$62.6K - $73.6K
|
7.66K
$723K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 1.54% |
$67.1K - $78.9K
|
68.7K
$6.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.12K- 1.35% |
$70.4K - $82.8K
|
82.1K
$7.74M
|