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 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.17K- 4.78% |
$72.9K - $85.8K
|
23.2K
$2.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.21K- 2.79% |
$75.6K - $88.9K
|
42K
$3.96M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.24K- 2.09% |
$77.6K - $91.2K
|
58K
$5.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.48K- 1.95% |
$92.6K - $109K
|
74.2K
$7M
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.49K- 26.99% |
$93K - $109K
|
4.02K
$379K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.6K- 6.25% |
$100K - $118K
|
24K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.86K- 11.79% |
$117K - $137K
|
13.9K
$1.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.86K- 1.93% |
$117K - $137K
|
94.5K
$8.91M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.99K- 1.15% |
$125K - $147K
|
172K
$16.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.02K- 8.54% |
$126K - $148K
|
21.6K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.07K- 0.54% |
$129K - $152K
|
381K
$36M
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-2.11K- 1.93% |
$132K - $155K
|
107K
$10.1M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.13K- 5.0% |
$133K - $157K
|
40.4K
$3.81M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.16K- 2.3% |
$135K - $159K
|
91.6K
$8.64M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.26K- 2.15% |
$141K - $166K
|
103K
$9.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.69K- 3.82% |
$168K - $198K
|
67.7K
$6.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-3.14K- 9.88% |
$196K - $231K
|
28.6K
$2.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.29K- 3.59% |
$206K - $242K
|
88.4K
$8.34M
|
|
|
Nov 07, 2022
Q3 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-3.95K- 48.01% |
$247K - $291K
|
4.28K
$403K
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.02KClosed |
$251K - $296K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-4.07K- 0.9% |
$255K - $300K
|
448K
$42.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4.08K- 24.96% |
$255K - $300K
|
12.3K
$1.16M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.4K- 3.23% |
$275K - $324K
|
132K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.4K- 16.22% |
$276K - $324K
|
22.7K
$2.14M
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-4.69K- 21.06% |
$294K - $345K
|
17.6K
$1.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.08K- 16.2% |
$318K - $374K
|
26.3K
$2.48M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.24K- 1.67% |
$328K - $386K
|
309K
$29.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.62K- 17.57% |
$352K - $414K
|
26.4K
$2.49M
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
SELL
|
- |
-6.12K- 38.13% |
$383K - $451K
|
9.93K
$936K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-7.2K- 61.93% |
$451K - $530K
|
4.42K
$417K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8K- 20.5% |
$501K - $589K
|
31K
$2.93M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-8.09K- 72.81% |
$506K - $596K
|
3.02K
$285K
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-9K- 33.09% |
$563K - $663K
|
18.2K
$1.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.09K- 6.9% |
$569K - $670K
|
123K
$11.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-9.57K- 59.84% |
$599K - $705K
|
6.42K
$606K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.73K- 21.98% |
$609K - $717K
|
34.5K
$3.26M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-10.3K- 2.86% |
$647K - $761K
|
351K
$33.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.5K- 4.96% |
$660K - $776K
|
202K
$19.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.6K- 40.94% |
$916K - $1.08M
|
21.1K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-14.8K- 5.86% |
$928K - $1.09M
|
238K
$22.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-16K- 6.14% |
$1M - $1.18M
|
245K
$23.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-24.5K- 61.17% |
$1.54M - $1.81M
|
15.6K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.5K- 7.98% |
$1.6M - $1.88M
|
294K
$27.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-27.6K- 46.01% |
$1.73M - $2.03M
|
32.4K
$3.05M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-27.6K- 21.53% |
$1.73M - $2.03M
|
101K
$9.49M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-32.9K- 71.7% |
$2.06M - $2.42M
|
13K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.5K- 3.43% |
$2.16M - $2.54M
|
971K
$91.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-37.7K- 80.66% |
$2.36M - $2.77M
|
9.03K
$852K
|
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-37.7K- 79.57% |
$2.36M - $2.78M
|
9.68K
$913K
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-38.2K- 20.0% |
$2.39M - $2.81M
|
153K
$14.4M
|