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 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-231- 2.56% |
$16.4K - $17.7K
|
8.78K
$828K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-240- 2.36% |
$17.1K - $18.3K
|
9.92K
$936K
|
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-253- 1.12% |
$18K - $19.3K
|
22.3K
$2.11M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-278- 4.08% |
$19.8K - $21.3K
|
6.54K
$616K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-279Closed |
$19.8K - $21.3K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-281- 1.8% |
$20K - $21.5K
|
15.4K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-290- 1.81% |
$20.6K - $22.2K
|
15.7K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-300- 6.13% |
$21.3K - $22.9K
|
4.59K
$433K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-304Closed |
$21.6K - $23.2K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-326Closed |
$23.2K - $24.9K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-343- 0.75% |
$24.4K - $26.2K
|
45.5K
$4.29M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-362- 22.67% |
$25.7K - $27.7K
|
1.24K
$116K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-387- 3.41% |
$27.5K - $29.6K
|
11K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-388Closed |
$27.6K - $29.7K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-390Closed |
$27.7K - $29.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-392- 12.07% |
$27.9K - $30K
|
2.86K
$269K
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-405- 2.73% |
$28.8K - $31K
|
14.4K
$1.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-436- 9.36% |
$31K - $33.3K
|
4.22K
$398K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-473- 0.69% |
$33.6K - $36.2K
|
67.7K
$6.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-475- 4.21% |
$33.8K - $36.3K
|
10.8K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-478- 3.77% |
$34K - $36.5K
|
12.2K
$1.15M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-543- 12.96% |
$38.6K - $41.5K
|
3.65K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-558- 16.41% |
$39.7K - $42.7K
|
2.84K
$268K
|
|
|
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-574- 1.07% |
$40.8K - $43.9K
|
53.1K
$5.01M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-590- 15.42% |
$42K - $45.1K
|
3.24K
$305K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-593- 4.63% |
$42.2K - $45.3K
|
12.2K
$1.15M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-601- 1.92% |
$42.7K - $45.9K
|
30.6K
$2.89M
|
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
SELL
|
- |
-606- 9.31% |
$43.1K - $46.3K
|
5.91K
$557K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-625- 0.88% |
$44.5K - $47.8K
|
70.4K
$6.64M
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-696- 1.36% |
$49.5K - $53.2K
|
50.4K
$4.75M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-699Closed |
$49.7K - $53.4K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-713- 45.24% |
$50.7K - $54.5K
|
863
$81.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-750- 10.25% |
$53.3K - $57.3K
|
6.57K
$619K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-750- 4.24% |
$53.3K - $57.3K
|
17K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-766Closed |
$54.5K - $58.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-770- 1.23% |
$54.8K - $58.9K
|
61.6K
$5.81M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-778Closed |
$55.3K - $59.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-798- 0.84% |
$56.8K - $61K
|
93.8K
$8.85M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-844- 1.44% |
$60K - $64.5K
|
57.7K
$5.44M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.02KClosed |
$72.8K - $78.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.06K- 12.3% |
$75.3K - $80.9K
|
7.54K
$711K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.07K- 5.86% |
$76.2K - $81.9K
|
17.2K
$1.62M
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.08K- 1.68% |
$76.9K - $82.6K
|
63.4K
$5.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.14K- 1.58% |
$81.2K - $87.2K
|
70.9K
$6.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.28KClosed |
$90.7K - $97.5K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1.28K- 95.17% |
$91.1K - $97.9K
|
65
$6.13K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.29K- 4.19% |
$91.5K - $98.3K
|
29.4K
$2.77M
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.32K- 23.81% |
$93.5K - $101K
|
4.21K
$397K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.33K- 65.99% |
$94.2K - $101K
|
683
$64.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-1.33K- 14.87% |
$94.3K - $101K
|
7.59K
$716K
|