Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.62M+ 9.52% |
$328M - $353M
|
53.1M
$5.01B
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
721K+ 114.78% |
$51.3M - $55.2M
|
1.35M
$127M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
687K+ 9.55% |
$48.9M - $52.5M
|
7.88M
$743M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
570KNew |
$40.5M - $43.5M
|
570K
$53.7M
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
513KNew |
$36.5M - $39.2M
|
513K
$48.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
425K+ 661.07% |
$30.2M - $32.5M
|
489K
$46.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
404K+ 3.82% |
$28.7M - $30.9M
|
11M
$1.04B
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
327K+ 9.19% |
$23.3M - $25M
|
3.89M
$366M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
272K+ 5.86% |
$19.4M - $20.8M
|
4.92M
$464M
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
255KNew |
$18.2M - $19.5M
|
255K
$24.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
251K+ 94.07% |
$17.9M - $19.2M
|
518K
$48.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
247KNew |
$17.6M - $18.9M
|
247K
$23.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
212KNew |
$15.1M - $16.2M
|
212K
$20M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
126KNew |
$8.93M - $9.6M
|
126K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
113K+ 401.82% |
$8.06M - $8.66M
|
142K
$13.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
90.8K+ 3186.32% |
$6.46M - $6.94M
|
93.7K
$8.84M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
87.8KNew |
$6.25M - $6.71M
|
87.8K
$8.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71.8K+ 20.21% |
$5.11M - $5.49M
|
427K
$40.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
65.4K+ 31.0% |
$4.65M - $5M
|
276K
$26M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
61K+ 73.11% |
$4.34M - $4.66M
|
144K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
60.1K+ 58.71% |
$4.28M - $4.6M
|
163K
$15.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
57.6K+ 38.96% |
$4.1M - $4.41M
|
206K
$19.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
48.3K+ 37.81% |
$3.44M - $3.69M
|
176K
$16.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45.9K+ 31.11% |
$3.26M - $3.51M
|
193K
$18.2M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
41.1K+ 6.65% |
$2.93M - $3.14M
|
660K
$62.2M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
39.6KNew |
$2.81M - $3.02M
|
39.6K
$3.73M
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
38KNew |
$2.7M - $2.91M
|
38K
$3.58M
|
|
|
Aug 02, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
37.4KNew |
$2.66M - $2.86M
|
37.4K
$3.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35K+ 4.89% |
$2.49M - $2.68M
|
750K
$70.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
33.2K+ 192.69% |
$2.36M - $2.54M
|
50.4K
$4.75M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
33K+ 48.38% |
$2.35M - $2.52M
|
101K
$9.54M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
30.8KNew |
$2.19M - $2.36M
|
30.8K
$2.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30.4K+ 5.82% |
$2.16M - $2.32M
|
553K
$52.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
29.2K+ 80.93% |
$2.07M - $2.23M
|
65.2K
$6.15M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
29K+ 58.88% |
$2.06M - $2.22M
|
78.3K
$7.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28K+ 3.6% |
$2M - $2.14M
|
807K
$76.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.6KNew |
$1.96M - $2.11M
|
27.6K
$2.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27.1KNew |
$1.92M - $2.07M
|
27.1K
$2.55M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
26.7K+ 8.16% |
$1.9M - $2.04M
|
353K
$33.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26K+ 167.91% |
$1.85M - $1.99M
|
41.5K
$3.91M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
25.5K+ 14.17% |
$1.82M - $1.95M
|
206K
$19.4M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
25KNew |
$1.78M - $1.91M
|
25K
$2.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
24.7KNew |
$1.76M - $1.89M
|
24.7K
$2.33M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.6K+ 2.5% |
$1.68M - $1.81M
|
967K
$91.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
23.4KNew |
$1.66M - $1.79M
|
23.4K
$2.2M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
22.8K+ 17.91% |
$1.62M - $1.74M
|
150K
$14.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
22K+ 145.06% |
$1.56M - $1.68M
|
37.1K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.8K+ 3.91% |
$1.55M - $1.67M
|
580K
$54.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.8K+ 8.69% |
$1.55M - $1.67M
|
272K
$25.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21.8K+ 22.63% |
$1.55M - $1.66M
|
118K
$11.1M
|