Purchases and Sales Made in Q4 2021 in Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

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 14, 2022 Q4 2021
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
8
+ 4.37%
$569 - $612
191 $18.2K
Jan 09, 2024 Q4 2021
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
7
+ 0.49%
$498 - $535
1.44K $137K
Jan 14, 2022 Q4 2021
Koshinski Asset Management, Inc.

BUY
 -
7
+ 0.64%
$498 - $535
1.1K $105K
Feb 14, 2022 Q4 2021
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
7
+ 0.24%
$498 - $535
2.88K $274K
Jan 28, 2022 Q4 2021
Bay Colony Advisory Group, Inc D

BUY
 -
5
+ 0.13%
$356 - $382
4K $381K
Feb 01, 2022 Q4 2021
Fifth Third Bancorp

BUY
 -
5
+ 2.76%
$356 - $382
186 $17.7K
Mar 09, 2022 Q4 2021
Karlinski Andrew C

Irvine, CA
BUY
 -
4
New
$285 - $306
4 $381
Jan 28, 2022 Q4 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
4
+ 0.07%
$285 - $306
5.75K $548K
Feb 03, 2022 Q4 2021
Element Wealth, LLC

BUY
 -
3
+ 0.19%
$213 - $229
1.59K $151K
Jan 26, 2022 Q4 2021
Ullmann Wealth Partners Group, LLC

BUY
 -
3
+ 0.04%
$213 - $229
7.03K $670K
Jul 17, 2024 Q4 2021
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1
+ 1.49%
$71.1 - $76.5
68 $6.48K
Feb 14, 2022 Q4 2021
Truvestments Capital LLC

Sarasota, FL
BUY
 -
1
+ 0.13%
$71.1 - $76.5
757 $72.2K
Feb 11, 2022 Q4 2021
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
0
New
$0 - $0
0 $0
May 12, 2022 Q4 2021
Quent Capital, LLC

SELL
 -
-1
- -0.0%
$71.1 - $76.5
30.8K $2.94M
Feb 11, 2022 Q4 2021
Meeder Asset Management Inc

SELL
 -
-2
- 7.14%
$142 - $153
26 $2.48K
Jan 24, 2022 Q4 2021
Northwest Wealth Management, LLC

SELL
 -
-6
- 0.02%
$427 - $459
26.9K $2.57M
Feb 10, 2022 Q4 2021
Tsfg, LLC

SELL
 -
-10
- 0.5%
$711 - $765
2.01K $192K
Jan 28, 2022 Q4 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-18
- 10.71%
$1.28K - $1.38K
150 $14.3K
Feb 14, 2022 Q4 2021
Financial Architects, Inc

Marlton, NJ
SELL
 -
-19
- 0.44%
$1.35K - $1.45K
4.34K $414K
Jan 12, 2022 Q4 2021
Gradient Investments LLC

SELL
 -
-21
- 13.73%
$1.49K - $1.61K
132 $12.6K
Jan 21, 2022 Q4 2021
Pfg Advisors

SELL
 -
-22
- 0.18%
$1.56K - $1.68K
12.1K $1.16M
Feb 08, 2022 Q4 2021
Bank Ozk

SELL
 -
-24
- 0.64%
$1.71K - $1.83K
3.72K $355K
Jan 12, 2022 Q4 2021
First Hawaiian Bank

SELL
 -
-30
- 1.03%
$2.13K - $2.29K
2.9K $276K
Feb 15, 2022 Q4 2021
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-32
Closed
$2.28K - $2.45K
0 $0
Feb 14, 2022 Q4 2021
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-34
- 30.36%
$2.42K - $2.6K
78 $7.44K
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-34
Closed
$2.42K - $2.6K
0 $0
Feb 15, 2022 Q4 2021
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-36
Closed
$2.56K - $2.75K
0 $0
Jan 19, 2022 Q4 2021
West Financial Advisors, LLC

SELL
 -
-40
Closed
$2.85K - $3.06K
0 $0
Feb 11, 2022 Q4 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-43
- 1.73%
$3.06K - $3.29K
2.45K $233K
Feb 14, 2022 Q4 2021
Veritable, L.P.

Newtown Square, PA
SELL
 -
-51
- 1.13%
$3.63K - $3.9K
4.46K $425K
Feb 10, 2022 Q4 2021
Great Valley Advisor Group, Inc.

SELL
 -
-56
- 0.59%
$3.98K - $4.28K
9.47K $903K
Feb 11, 2022 Q4 2021
Scotia Capital Inc.

SELL
 -
-66
- 1.68%
$4.69K - $5.05K
3.85K $367K
Mar 08, 2022 Q4 2021
Bartlett & Co. LLC

SELL
 -
-75
Closed
$5.33K - $5.73K
0 $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-100
Closed
$7.11K - $7.65K
0 $0
Jan 25, 2022 Q4 2021
Private Ocean, LLC

SELL
 -
-100
- 2.03%
$7.11K - $7.65K
4.83K $460K
Feb 08, 2022 Q4 2021
Windward Private Wealth Management Inc.

SELL
 -
-121
- 0.85%
$8.61K - $9.25K
14.1K $1.34M
Feb 02, 2022 Q4 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-135
- 0.47%
$9.6K - $10.3K
28.3K $2.7M
Jan 06, 2022 Q4 2021
Vigilant Capital Management, LLC

SELL
 -
-137
Closed
$9.74K - $10.5K
0 $0
Jan 27, 2022 Q4 2021
Baldrige Asset Management LLC

SELL
 -
-139
- 0.83%
$9.89K - $10.6K
16.6K $1.58M
Feb 11, 2022 Q4 2021
Mission Wealth Management, LP

SELL
 -
-142
- 4.69%
$10.1K - $10.9K
2.89K $275K
Feb 11, 2022 Q4 2021
Lehman & Derafelo Financial Resources LLC

SELL
 -
-150
Closed
$10.7K - $11.5K
0 $0
Feb 14, 2022 Q4 2021
Mariner, LLC

Overland Park, KS
SELL
 -
-159
- 0.8%
$11.3K - $12.2K
19.8K $1.88M
Jan 21, 2022 Q4 2021
Mascoma Wealth Management LLC

SELL
 -
-165
- 1.34%
$11.7K - $12.6K
12.1K $1.15M
Feb 14, 2022 Q4 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-166
- 12.89%
$11.8K - $12.7K
1.12K $107K
Feb 14, 2022 Q4 2021
Wealthgate Family Office, LLC

SELL
 -
-169
Closed
$12K - $12.9K
0 $0
Feb 14, 2022 Q4 2021
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-173
- 5.69%
$12.3K - $13.2K
2.87K $274K
Jan 20, 2022 Q4 2021
Kwmg, LLC

SELL
 -
-180
- 2.54%
$12.8K - $13.8K
6.9K $658K
Aug 30, 2024 Q4 2021
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-216
- 9.37%
$15.4K - $16.5K
2.09K $199K
Feb 04, 2022 Q4 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-224
- 2.06%
$15.9K - $17.1K
10.7K $1.02M

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