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 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.5K+ 4.6% |
$1.46M - $1.57M
|
466K
$43.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19.1K+ 28.47% |
$1.36M - $1.46M
|
86.3K
$8.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.5K+ 3.2% |
$1.31M - $1.41M
|
596K
$56.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
18.2K+ 8.1% |
$1.29M - $1.39M
|
243K
$22.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
16.6K+ 3.75% |
$1.18M - $1.27M
|
461K
$43.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
15.7KNew |
$1.12M - $1.2M
|
15.7K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.3K+ 17.36% |
$1.09M - $1.17M
|
103K
$9.73M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
14.5K+ 96.24% |
$1.03M - $1.11M
|
29.6K
$2.79M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13.9KNew |
$986K - $1.06M
|
13.9K
$1.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
12.8K+ 79.13% |
$907K - $975K
|
28.9K
$2.72M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.8K+ 23.77% |
$840K - $902K
|
61.5K
$5.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.8K+ 23.13% |
$839K - $902K
|
62.8K
$5.93M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
11.2KNew |
$794K - $853K
|
11.2K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11K+ 11.82% |
$782K - $840K
|
104K
$9.8M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 149.03% |
$735K - $790K
|
17.3K
$1.63M
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
10K+ 6.07% |
$714K - $767K
|
175K
$16.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
9.6K+ 14.53% |
$683K - $734K
|
75.7K
$7.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.52KNew |
$677K - $727K
|
9.52K
$897K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
9.07K+ 7.68% |
$645K - $693K
|
127K
$12M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.93KNew |
$635K - $683K
|
8.93K
$842K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
8.77K+ 45.92% |
$624K - $670K
|
27.9K
$2.63M
|
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
8.66K+ 4.32% |
$616K - $662K
|
209K
$19.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.65KNew |
$615K - $661K
|
8.65K
$816K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.64K+ 5.73% |
$615K - $661K
|
160K
$15.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
8.13KNew |
$578K - $622K
|
8.13K
$767K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.95K+ 3.08% |
$566K - $608K
|
266K
$25.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.7KNew |
$548K - $589K
|
7.7K
$726K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
7.55K+ 5.36% |
$537K - $577K
|
149K
$14M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
7.42K+ 39.42% |
$528K - $567K
|
26.2K
$2.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
BUY
|
- |
7.04K+ 18.64% |
$501K - $538K
|
44.8K
$4.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.97K+ 34.1% |
$496K - $533K
|
27.4K
$2.58M
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
6.95K+ 3.65% |
$495K - $532K
|
197K
$18.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
6.95K+ 168.68% |
$494K - $531K
|
11.1K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.65KNew |
$473K - $509K
|
6.65K
$627K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
6.63KNew |
$472K - $507K
|
6.63K
$625K
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
6.55KNew |
$466K - $501K
|
6.55K
$617K
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
6.46KNew |
$459K - $493K
|
6.46K
$609K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
6.21KNew |
$442K - $475K
|
6.21K
$585K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.05KNew |
$430K - $462K
|
6.05K
$570K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.64K+ 184.03% |
$401K - $431K
|
8.7K
$820K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.33K+ 85.89% |
$379K - $408K
|
11.5K
$1.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.3K+ 86.65% |
$377K - $405K
|
11.4K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.13K+ 10.62% |
$365K - $392K
|
53.5K
$5.04M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.95K+ 1.59% |
$352K - $379K
|
316K
$29.8M
|
|
|
Aug 24, 2022
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.95K+ 1.59% |
$352K - $379K
|
316K
$29.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
BUY
|
- |
4.93KNew |
$351K - $377K
|
4.93K
$465K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
4.88K+ 1.3% |
$347K - $373K
|
380K
$35.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Boston Partners
Boston, MA |
BUY
|
- |
4.86KNew |
$346K - $372K
|
4.86K
$459K
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
4.86KNew |
$346K - $372K
|
4.86K
$459K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.79K+ 2.24% |
$340K - $366K
|
219K
$20.6M
|