Purchases and Sales Made in Q4 2022 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 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.5M+ 104825.1% |
$666M - $779M
|
10.5M
$1.04B
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.2MNew |
$75.8M - $88.7M
|
1.2M
$119M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.19M+ 2.23% |
$75.3M - $88M
|
54.5M
$5.4B
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
864KNew |
$54.6M - $63.9M
|
864K
$85.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
708KNew |
$44.8M - $52.3M
|
708K
$70.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
621K+ 260.85% |
$39.3M - $45.9M
|
859K
$85.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
525KNew |
$33.2M - $38.8M
|
525K
$52M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
492KNew |
$31.1M - $36.4M
|
492K
$48.7M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
422KNew |
$26.7M - $31.2M
|
422K
$41.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
407K+ 11.5% |
$25.7M - $30.1M
|
3.95M
$391M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
371KNew |
$23.5M - $27.4M
|
371K
$36.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
286K+ 14.27% |
$18.1M - $21.2M
|
2.29M
$227M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
286K+ 61.31% |
$18.1M - $21.1M
|
752K
$74.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
259K+ 31.31% |
$16.4M - $19.1M
|
1.08M
$107M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
225K+ 51.19% |
$14.2M - $16.6M
|
663K
$65.7M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
205KNew |
$12.9M - $15.1M
|
205K
$20.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
179K+ 42.11% |
$11.3M - $13.3M
|
606K
$60M
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
179KNew |
$11.3M - $13.3M
|
179K
$17.8M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
165K+ 330.98% |
$10.4M - $12.2M
|
215K
$21.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
165K+ 89.17% |
$10.4M - $12.2M
|
350K
$34.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
150K+ 489.15% |
$9.49M - $11.1M
|
181K
$17.9M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
142KNew |
$9M - $10.5M
|
142K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
139K+ 14.31% |
$8.79M - $10.3M
|
1.11M
$110M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
133KNew |
$8.44M - $9.87M
|
133K
$13.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
133K+ 428.26% |
$8.41M - $9.83M
|
164K
$16.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
131K+ 1.14% |
$8.26M - $9.66M
|
11.6M
$1.15B
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
128KNew |
$8.08M - $9.45M
|
128K
$12.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
124K+ 43.83% |
$7.84M - $9.17M
|
407K
$40.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123K+ 10.67% |
$7.76M - $9.07M
|
1.27M
$126M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
118KNew |
$7.49M - $8.76M
|
118K
$11.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
118K+ 3071.83% |
$7.48M - $8.75M
|
122K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
108K+ 6.89% |
$6.85M - $8.01M
|
1.68M
$167M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90.7K+ 13.9% |
$5.74M - $6.71M
|
743K
$73.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
84.7KNew |
$5.36M - $6.27M
|
84.7K
$8.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
81K+ 354.58% |
$5.12M - $5.99M
|
104K
$10.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
76.2K+ 75.73% |
$4.82M - $5.64M
|
177K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
70.8K+ 20.17% |
$4.48M - $5.23M
|
422K
$41.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
66.6KNew |
$4.21M - $4.92M
|
66.6K
$6.59M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
64.4K+ 49.63% |
$4.07M - $4.76M
|
194K
$19.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
62.1K+ 8.92% |
$3.93M - $4.59M
|
758K
$75.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
54.2KNew |
$3.43M - $4.01M
|
54.2K
$5.37M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52.6KNew |
$3.33M - $3.89M
|
52.6K
$5.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
51.9KNew |
$3.28M - $3.84M
|
51.9K
$5.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
51.6K+ 239.22% |
$3.27M - $3.82M
|
73.2K
$7.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
46.8K+ 10904.43% |
$2.96M - $3.46M
|
47.2K
$4.68M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40.7K+ 1.13% |
$2.57M - $3.01M
|
3.65M
$361M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.1K+ 57.32% |
$2.53M - $2.96M
|
110K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
37.4KNew |
$2.36M - $2.76M
|
37.4K
$3.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
36K+ 79.15% |
$2.27M - $2.66M
|
81.4K
$8.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.2K+ 29.85% |
$2.1M - $2.46M
|
145K
$14.3M
|