Purchases and Sales Made in Q4 2022 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 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
Jan 23, 2023 Q4 2022
Alliance Wealth Advisors, LLC

BUY
 -
3.51K
New
$222K - $259K
3.51K $335K
Jan 25, 2023 Q4 2022
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
3.48K
+ 1.6%
$220K - $257K
221K $21.1M
Jan 25, 2023 Q4 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
3.48K
New
$220K - $257K
3.48K $332K
Feb 09, 2023 Q4 2022
Valeo Financial Advisors, LLC

BUY
 -
3.42K
New
$216K - $253K
3.42K $326K
Feb 02, 2023 Q4 2022
Brighton Jones LLC

BUY
 -
3.39K
New
$214K - $250K
3.39K $323K
Feb 09, 2023 Q4 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
3.28K
New
$207K - $242K
3.28K $313K
Feb 09, 2023 Q4 2022
Xml Financial, LLC

BUY
 -
3.18K
New
$201K - $235K
3.18K $304K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

BUY
 -
3.13K
New
$198K - $232K
3.13K $299K
Feb 13, 2023 Q4 2022
Krilogy Financial LLC

BUY
 -
3.1K
New
$196K - $229K
3.1K $295K
Jan 26, 2023 Q4 2022
Lauterbach Financial Advisors, LLC

BUY
 -
3.09K
New
$195K - $228K
3.09K $294K
Jan 23, 2023 Q4 2022
Bnc Wealth Management, LLC

BUY
 -
3.02K
New
$191K - $223K
3.02K $287K
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.98K
New
$188K - $220K
2.98K $284K
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
2.97K
New
$188K - $219K
2.97K $283K
Jan 17, 2023 Q4 2022
Hfg Advisors, Inc.

BUY
 -
2.96K
New
$187K - $219K
2.96K $282K
Jan 25, 2023 Q4 2022
Pinnacle Associates LTD

BUY
 -
2.95K
New
$186K - $218K
2.95K $281K
Jan 11, 2023 Q4 2022
Telemus Capital, LLC

BUY
 -
2.93K
+ 24.56%
$185K - $217K
14.9K $1.42M
Feb 13, 2023 Q4 2022
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
2.93K
New
$185K - $216K
2.93K $279K
Feb 13, 2023 Q4 2022
Bank Ozk

BUY
 -
2.89K
New
$182K - $213K
2.89K $275K
Jan 12, 2023 Q4 2022
Vista Private Wealth Partners. LLC

BUY
 -
2.87K
+ 5.85%
$181K - $212K
51.9K $4.95M
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
2.85K
+ 95.64%
$180K - $211K
5.84K $557K
Jan 19, 2023 Q4 2022
Quent Capital, LLC

BUY
 -
2.83K
+ 4.62%
$179K - $209K
64.1K $6.11M
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
2.81K
New
$178K - $208K
2.81K $268K
Feb 10, 2023 Q4 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
2.75K
+ 2.74%
$174K - $203K
103K $9.82M
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2.73K
+ 6.27%
$173K - $202K
46.3K $4.41M
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.67K
+ 2.73%
$169K - $198K
101K $9.59M
Jan 20, 2023 Q4 2022
Boyd Wealth Management, LLC

BUY
 -
2.61K
+ 49.93%
$165K - $193K
7.84K $748K
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2.61K
+ 55.49%
$165K - $193K
7.32K $698K
Jan 26, 2023 Q4 2022
Long Run Wealth Advisors, LLC

BUY
 -
2.59K
+ 2.29%
$164K - $191K
115K $11M
Feb 13, 2023 Q4 2022
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
2.58K
+ 29.99%
$163K - $190K
11.2K $1.06M
Feb 08, 2023 Q4 2022
Tradewinds, Llc.

Raleigh, NC
BUY
 -
2.39K
New
$151K - $177K
2.39K $228K
Jan 20, 2023 Q4 2022
Global Strategic Investment Solutions, LLC

BUY
 -
2.36K
+ 1.46%
$149K - $174K
163K $15.6M
Jan 10, 2023 Q4 2022
Coldstream Capital Management Inc

BUY
 -
2.2K
+ 25.22%
$139K - $163K
10.9K $1.04M
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
2.11K
+ 7.23%
$133K - $156K
31.3K $2.98M
Feb 14, 2023 Q4 2022
Claro Advisors LLC

Boston, MA
BUY
 -
2.05K
+ 61.01%
$130K - $152K
5.41K $516K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.05K
New
$129K - $151K
2.05K $195K
Feb 08, 2023 Q4 2022
One Day In July LLC

BUY
 -
2.02K
+ 55.61%
$128K - $150K
5.66K $540K
Feb 16, 2023 Q4 2022
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
2.01K
+ 54.78%
$127K - $149K
5.68K $541K
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
1.86K
+ 10.41%
$118K - $138K
19.7K $1.88M
Feb 10, 2023 Q4 2022
Cim, LLC

BUY
 -
1.8K
+ 27.53%
$114K - $133K
8.34K $795K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
1.79K
+ 6.8%
$113K - $133K
28.1K $2.68M
Feb 14, 2023 Q4 2022
Osterweis Capital Management Inc

San Francisco, CA
BUY
 -
1.69K
New
$107K - $125K
1.69K $161K
Jun 01, 2023 Q4 2022
Cibc Private Wealth Group, LLC

BUY
 -
1.64K
New
$104K - $121K
1.64K $156K
Jan 20, 2023 Q4 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
1.51K
+ 27.9%
$95.6K - $112K
6.93K $661K
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
1.44K
+ 188.27%
$91.3K - $107K
2.21K $211K
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
1.39K
+ 85.55%
$87.6K - $102K
3K $286K
Feb 14, 2023 Q4 2022
Nfj Investment Group, LLC

Dallas, TX
BUY
 -
1.37K
+ 6.67%
$86.9K - $102K
22K $2.09M
Feb 15, 2023 Q4 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.36K
+ 28.07%
$86.2K - $101K
6.22K $593K
Feb 02, 2023 Q4 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
1.29K
+ 2.71%
$81.6K - $95.4K
49K $4.67M
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
1.26K
+ 2856.82%
$79.5K - $92.9K
1.3K $124K

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