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 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
300New |
$21.3K - $22.9K
|
300
$28.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
297+ 5.04% |
$21.1K - $22.7K
|
6.19K
$590K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
296+ 6.41% |
$21.1K - $22.6K
|
4.92K
$469K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
295New |
$21K - $22.6K
|
295
$28.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
289+ 3.63% |
$20.6K - $22.1K
|
8.24K
$786K
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
254+ 0.18% |
$18.1K - $19.4K
|
140K
$13.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
249+ 1.0% |
$17.7K - $19K
|
25.2K
$2.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
241+ 1.21% |
$17.1K - $18.4K
|
20.2K
$1.93M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
236New |
$16.8K - $18K
|
236
$22.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
212New |
$15.1K - $16.2K
|
212
$20.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
201+ 2.77% |
$14.3K - $15.4K
|
7.47K
$712K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
201+ 2.77% |
$14.3K - $15.4K
|
7.47K
$712K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
200+ 4.3% |
$14.2K - $15.3K
|
4.85K
$462K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
184New |
$13.1K - $14.1K
|
184
$17.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
181+ 1.13% |
$12.9K - $13.8K
|
16.2K
$1.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
169New |
$12K - $12.9K
|
169
$16.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
154+ 4.98% |
$11K - $11.8K
|
3.25K
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
150New |
$10.7K - $11.5K
|
150
$14.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
146New |
$10.4K - $11.2K
|
146
$13.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
141New |
$10K - $10.8K
|
141
$13.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
127+ 20.65% |
$9.03K - $9.71K
|
742
$70.7K
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
120+ 1.02% |
$8.54K - $9.17K
|
11.9K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
111+ 2.19% |
$7.9K - $8.49K
|
5.18K
$494K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
108New |
$7.68K - $8.26K
|
108
$10.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
105+ 1.25% |
$7.47K - $8.03K
|
8.48K
$808K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
103+ 1.22% |
$7.33K - $7.87K
|
8.53K
$814K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
101New |
$7.18K - $7.72K
|
101
$9.63K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
96+ 48.0% |
$6.83K - $7.34K
|
296
$28.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
88New |
$6.26K - $6.73K
|
88
$8.39K
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
71+ 0.18% |
$5.05K - $5.43K
|
39.4K
$3.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
65+ 7.78% |
$4.62K - $4.97K
|
900
$85.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
56New |
$3.98K - $4.28K
|
56
$5.34K
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.12% |
$3.49K - $3.75K
|
42.3K
$4.03M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
48New |
$3.41K - $3.67K
|
48
$4.58K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
42+ 0.51% |
$2.99K - $3.21K
|
8.31K
$792K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
41+ 1.43% |
$2.92K - $3.13K
|
2.91K
$278K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
36New |
$2.56K - $2.75K
|
36
$3.43K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
34New |
$2.42K - $2.6K
|
34
$3.24K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
32New |
$2.28K - $2.45K
|
32
$3.05K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
31New |
$2.21K - $2.37K
|
31
$2.96K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 2.51% |
$1.99K - $2.14K
|
1.14K
$109K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
19+ 0.35% |
$1.35K - $1.45K
|
5.41K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
18+ 0.52% |
$1.28K - $1.38K
|
3.48K
$332K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
17New |
$1.21K - $1.3K
|
17
$1.62K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
17+ 42.5% |
$1.21K - $1.3K
|
57
$5.43K
|
|
|
Jan 26, 2022
Q4 2021
|
Tl Private Wealth
|
BUY
|
- |
15+ 0.05% |
$1.07K - $1.15K
|
29.7K
$2.83M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
15+ 0.32% |
$1.07K - $1.15K
|
4.73K
$451K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
14+ 0.17% |
$996 - $1.07K
|
8.13K
$775K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
13+ 0.34% |
$925 - $994
|
3.89K
$370K
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
10New |
$711 - $765
|
10
$954
|