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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.63K+ 0.77% |
$116K - $125K
|
214K
$20.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
1.62K+ 2.12% |
$115K - $124K
|
77.8K
$7.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1.58K+ 27.62% |
$112K - $120K
|
7.28K
$687K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.55K+ 14.86% |
$110K - $118K
|
12K
$1.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.51K+ 4.25% |
$107K - $115K
|
37K
$3.49M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.46K+ 13.15% |
$104K - $112K
|
12.6K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.46K+ 3.13% |
$104K - $111K
|
48K
$4.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.45KNew |
$103K - $111K
|
1.45K
$137K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.36K+ 8.37% |
$97K - $104K
|
17.7K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 6.04% |
$93.8K - $101K
|
23.2K
$2.18M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.25K+ 22.91% |
$88.6K - $95.2K
|
6.68K
$630K
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.23K+ 10.58% |
$87.3K - $93.8K
|
12.8K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.2KNew |
$85.5K - $91.9K
|
1.2K
$113K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.16KNew |
$82.4K - $88.6K
|
1.16K
$109K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.14K+ 4.1% |
$80.7K - $86.8K
|
28.8K
$2.72M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.08KNew |
$77K - $82.7K
|
1.08K
$102K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.06KNew |
$75K - $80.7K
|
1.06K
$99.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.05K+ 0.81% |
$74.9K - $80.5K
|
130K
$12.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.04K+ 1.23% |
$73.7K - $79.2K
|
84.9K
$8.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.03K+ 9.94% |
$73.5K - $79K
|
11.4K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
951+ 18.37% |
$67.6K - $72.7K
|
6.13K
$578K
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
942+ 0.65% |
$67K - $72K
|
145K
$13.7M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
915+ 13.65% |
$65.1K - $70K
|
7.62K
$718K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
903+ 10.52% |
$64.2K - $69K
|
9.49K
$895K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
855+ 13.9% |
$60.8K - $65.4K
|
7.01K
$661K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
854+ 10.7% |
$60.7K - $65.3K
|
8.84K
$833K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
850+ 16.03% |
$60.5K - $65K
|
6.15K
$580K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
833New |
$59.3K - $63.7K
|
833
$78.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
808+ 16.24% |
$57.5K - $61.8K
|
5.78K
$545K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
726+ 16.03% |
$51.6K - $55.5K
|
5.26K
$496K
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
706+ 0.64% |
$50.2K - $54K
|
111K
$10.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
691+ 0.97% |
$49.2K - $52.8K
|
71.9K
$6.78M
|
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
672+ 0.46% |
$47.8K - $51.4K
|
147K
$13.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
594+ 10.98% |
$42.3K - $45.4K
|
6K
$566K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
551+ 6.36% |
$39.2K - $42.1K
|
9.21K
$869K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
547+ 1657.58% |
$38.9K - $41.8K
|
580
$54.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
502+ 14.63% |
$35.7K - $38.4K
|
3.93K
$371K
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
459New |
$32.6K - $35.1K
|
459
$43.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
450New |
$32K - $34.4K
|
450
$42.4K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
447New |
$31.8K - $34.2K
|
447
$42.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
445+ 1.71% |
$31.7K - $34K
|
26.5K
$2.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
444New |
$31.6K - $33.9K
|
444
$41.9K
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
419+ 2.68% |
$29.8K - $32K
|
16.1K
$1.51M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
402+ 4.43% |
$28.6K - $30.7K
|
9.48K
$894K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
379+ 4.89% |
$27K - $29K
|
8.12K
$766K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
375+ 1.88% |
$26.7K - $28.7K
|
20.3K
$1.91M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
326+ 25.21% |
$23.2K - $24.9K
|
1.62K
$153K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
314New |
$22.3K - $24K
|
314
$29.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
311+ 0.24% |
$22.1K - $23.8K
|
129K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
300+ 8.72% |
$21.3K - $22.9K
|
3.74K
$353K
|