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
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.38K- 10.67% |
$98.4K - $106K
|
11.6K
$1.09M
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.49K- 1.39% |
$106K - $114K
|
106K
$10M
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.56K- 0.18% |
$111K - $119K
|
875K
$82.5M
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-1.75K- 4.44% |
$125K - $134K
|
37.7K
$3.56M
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.77K- 1.48% |
$126K - $135K
|
118K
$11.1M
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.86K- 75.82% |
$132K - $142K
|
592
$55.8K
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.88K- 6.1% |
$134K - $144K
|
28.9K
$2.73M
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.49K- 5.74% |
$177K - $191K
|
40.9K
$3.86M
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.5KClosed |
$178K - $191K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.53K- 7.26% |
$180K - $194K
|
32.4K
$3.05M
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.59K- 4.4% |
$184K - $198K
|
56.2K
$5.3M
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.64K- 29.32% |
$188K - $202K
|
6.37K
$600K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.03KClosed |
$215K - $232K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.17K- 10.48% |
$226K - $242K
|
27.1K
$2.56M
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-3.21K- 5.03% |
$229K - $246K
|
60.7K
$5.72M
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.69K- 6.53% |
$262K - $282K
|
52.8K
$4.98M
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.71KClosed |
$264K - $283K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.72KClosed |
$264K - $284K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-3.91K- 23.33% |
$278K - $299K
|
12.9K
$1.21M
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-4.23K- 5.22% |
$301K - $323K
|
76.8K
$7.24M
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-4.27K- 10.91% |
$303K - $326K
|
34.8K
$3.28M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.35K- 5.28% |
$309K - $333K
|
78.1K
$7.36M
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-4.52K- 5.39% |
$322K - $346K
|
79.3K
$7.48M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.59K- 11.3% |
$327K - $351K
|
36K
$3.4M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-4.79K- 30.63% |
$341K - $367K
|
10.9K
$1.02M
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.11K- 51.94% |
$363K - $390K
|
4.72K
$445K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.37K- 17.44% |
$382K - $410K
|
25.4K
$2.4M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.42K- 15.69% |
$385K - $414K
|
29.1K
$2.74M
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-5.42KClosed |
$386K - $414K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.59K- 4.37% |
$397K - $427K
|
122K
$11.5M
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-5.94K- 66.1% |
$422K - $454K
|
3.05K
$287K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6K- 1.65% |
$427K - $459K
|
359K
$33.8M
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.18K- 14.65% |
$439K - $472K
|
36K
$3.39M
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-6.39K- 7.76% |
$454K - $488K
|
75.9K
$7.16M
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-8.97K- 9.23% |
$638K - $685K
|
88.2K
$8.32M
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-11.2KClosed |
$800K - $860K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-13.6K- 36.27% |
$965K - $1.04M
|
23.8K
$2.25M
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.4K- 4.28% |
$1.02M - $1.1M
|
322K
$30.4M
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-14.4KClosed |
$1.03M - $1.1M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-22.6K- 25.19% |
$1.61M - $1.73M
|
67.1K
$6.32M
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-24.7K- 2.54% |
$1.76M - $1.89M
|
946K
$89.2M
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-29KClosed |
$2.06M - $2.22M
|
0
$0
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-36.7K- 77.48% |
$2.61M - $2.81M
|
10.7K
$1.01M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-37.2KClosed |
$2.64M - $2.84M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39.9K- 64.91% |
$2.84M - $3.05M
|
21.6K
$2.03M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-51.6K- 23.61% |
$3.67M - $3.95M
|
167K
$15.7M
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
SELL
|
- |
-52.8K- 2.11% |
$3.76M - $4.04M
|
2.45M
$231M
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-54.1K- 17.76% |
$3.85M - $4.14M
|
251K
$23.6M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-54.6KClosed |
$3.88M - $4.17M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-70.1KClosed |
$4.98M - $5.36M
|
0
$0
|