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 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.71K+ 26.18% |
$335K - $360K
|
22.7K
$2.16M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.69K+ 73.57% |
$334K - $359K
|
11.1K
$1.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.67K+ 61.83% |
$332K - $357K
|
12.2K
$1.16M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
4.62K+ 8.3% |
$329K - $353K
|
60.3K
$5.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.56KNew |
$324K - $348K
|
4.56K
$435K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.45K+ 3.8% |
$316K - $340K
|
122K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.4KNew |
$313K - $336K
|
4.4K
$419K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.39KNew |
$312K - $336K
|
4.39K
$419K
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
4.35K+ 66.48% |
$309K - $332K
|
10.9K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.33K+ 2.95% |
$308K - $331K
|
151K
$14.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
4.21K+ 20023.81% |
$299K - $321K
|
4.23K
$403K
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.08KNew |
$290K - $312K
|
4.08K
$389K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.06K+ 8.98% |
$289K - $310K
|
49.2K
$4.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.96KNew |
$281K - $302K
|
3.96K
$377K
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
3.94KNew |
$280K - $301K
|
3.94K
$375K
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.92KNew |
$279K - $300K
|
3.92K
$374K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.85K+ 10.29% |
$274K - $294K
|
41.3K
$3.94M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.83KNew |
$272K - $293K
|
3.83K
$365K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
3.79KNew |
$269K - $290K
|
3.79K
$361K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.7K+ 7.61% |
$263K - $283K
|
52.3K
$4.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
3.57KNew |
$254K - $273K
|
3.57K
$340K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.51K+ 2.86% |
$250K - $268K
|
126K
$12M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.45K+ 91.29% |
$245K - $264K
|
7.22K
$689K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.42K+ 16.84% |
$243K - $262K
|
23.8K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$236K - $254K
|
3.32K
$316K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
3.31K+ 3.93% |
$235K - $253K
|
87.4K
$8.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.25K+ 2.39% |
$231K - $248K
|
139K
$13.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.24K+ 811.0% |
$231K - $248K
|
3.64K
$347K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.16KNew |
$225K - $241K
|
3.16K
$301K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.14K+ 1742.78% |
$223K - $240K
|
3.32K
$316K
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.13KNew |
$222K - $239K
|
3.13K
$298K
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.08KNew |
$219K - $235K
|
3.08K
$293K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
3.07KNew |
$219K - $235K
|
3.07K
$293K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.03K+ 7.87% |
$216K - $232K
|
41.5K
$3.96M
|
|
|
Mar 31, 2022
Q4 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.82KNew |
$200K - $215K
|
2.82K
$269K
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.73KNew |
$194K - $209K
|
2.73K
$261K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.68KNew |
$191K - $205K
|
2.68K
$256K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
2.63K+ 15.92% |
$187K - $201K
|
19.2K
$1.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
2.62K+ 232.56% |
$186K - $200K
|
3.75K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.56K+ 2.08% |
$182K - $196K
|
126K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.46K+ 7.46% |
$175K - $188K
|
35.5K
$3.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.32KNew |
$165K - $178K
|
2.32K
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.29KNew |
$163K - $175K
|
2.29K
$219K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.19K+ 10.01% |
$156K - $168K
|
24.1K
$2.3M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.16K+ 0.49% |
$154K - $165K
|
448K
$42.7M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
2.15KNew |
$153K - $164K
|
2.15K
$205K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.07K+ 1.65% |
$147K - $158K
|
127K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
2.05K+ 441.68% |
$145K - $156K
|
2.51K
$239K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.91K+ 27.46% |
$136K - $146K
|
8.87K
$846K
|
|
|
Jan 25, 2022
Q4 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.75K+ 5.99% |
$124K - $134K
|
31K
$2.95M
|