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 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
232
New
$14.7K - $17.2K
232 $23K
Jan 30, 2023 Q4 2022
Silver Lake Advisory, LLC

BUY
 -
224
+ 1.41%
$14.2K - $16.6K
16.2K $1.6M
Aug 07, 2024 Q4 2022
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
218
+ 5.85%
$13.8K - $16.1K
3.94K $391K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
210
+ 5.93%
$13.3K - $15.5K
3.75K $371K
Jan 20, 2023 Q4 2022
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
179
+ 2.57%
$11.3K - $13.2K
7.14K $707K
Feb 10, 2023 Q4 2022
Argent Trust CO

Nashville, TN
BUY
 -
173
+ 1.58%
$10.9K - $12.8K
11.1K $1.1M
Jan 24, 2023 Q4 2022
National Bank Of Canada

BUY
 -
160
+ 5.56%
$10.1K - $11.8K
3.04K $301K
Sep 11, 2024 Q4 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
156
+ 0.58%
$9.86K - $11.5K
26.9K $2.67M
Feb 06, 2023 Q4 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
147
+ 0.22%
$9.29K - $10.9K
65.7K $6.51M
Jan 31, 2023 Q4 2022
Sfg Wealth Management, Llc.

BUY
 -
146
+ 4.0%
$9.23K - $10.8K
3.8K $376K
Jan 13, 2023 Q4 2022
First Heartland Consultants, Inc.

BUY
 -
135
+ 0.68%
$8.54K - $9.98K
19.9K $1.97M
Feb 10, 2023 Q4 2022
Wealthquest Corp

Cincinnati, OH
BUY
 -
134
+ 0.86%
$8.47K - $9.91K
15.7K $1.56M
Jan 27, 2023 Q4 2022
Pfg Advisors

BUY
 -
125
+ 1.22%
$7.9K - $9.24K
10.4K $1.03M
Feb 13, 2023 Q4 2022
Mitchell Capital Management CO

BUY
 -
114
+ 0.12%
$7.21K - $8.43K
96.5K $9.56M
Jan 17, 2023 Q4 2022
Newbridge Financial Services Group, Inc.

BUY
 -
110
+ 5.84%
$6.96K - $8.13K
2K $198K
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
101
New
$6.39K - $7.47K
101 $10K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
91
+ 6.43%
$5.75K - $6.73K
1.51K $149K
Feb 07, 2023 Q4 2022
Addison Advisors LLC

BUY
 -
90
New
$5.69K - $6.65K
90 $8.92K
Jan 20, 2023 Q4 2022
Tradewinds Capital Management, LLC

BUY
 -
83
New
$5.25K - $6.14K
83 $8.22K
Feb 07, 2023 Q4 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
78
+ 0.65%
$4.93K - $5.77K
12K $1.19M
Feb 10, 2023 Q4 2022
South State Corp

BUY
 -
77
+ 350.0%
$4.87K - $5.69K
99 $9.81K
Feb 10, 2023 Q4 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
73
+ 1.73%
$4.62K - $5.4K
4.29K $425K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
72
+ 0.31%
$4.55K - $5.32K
23.5K $2.33M
Feb 10, 2023 Q4 2022
Svb Wealth LLC

Boston, MA
BUY
 -
69
+ 0.44%
$4.36K - $5.1K
15.9K $1.58M
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
67
New
$4.24K - $4.95K
67 $6.64K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
67
New
$4.24K - $4.95K
67 $6.64K
Feb 02, 2023 Q4 2022
Simplex Trading, LLC

BUY
 -
50
+ 87.72%
$3.16K - $3.7K
107 $10.6K
Feb 14, 2023 Q4 2022
Interchange Capital Partners, LLC

BUY
 -
45
+ 0.55%
$2.85K - $3.33K
8.24K $817K
Feb 09, 2023 Q4 2022
F Dx Advisors, Inc.

BUY
 -
44
+ 0.54%
$2.78K - $3.25K
8.24K $817K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
43
New
$2.72K - $3.18K
43 $4.26K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
42
New
$2.66K - $3.11K
42 $4.16K
Feb 14, 2023 Q4 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
38
New
$2.4K - $2.81K
38 $3.76K
Feb 13, 2023 Q4 2022
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
30
+ 20.0%
$1.9K - $2.22K
180 $17.8K
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
29
+ 5.47%
$1.83K - $2.14K
559 $55.4K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
28
New
$1.77K - $2.07K
28 $2.77K
Feb 15, 2023 Q4 2022
Live Oak Investment Partners

Austin, TX
BUY
 -
26
New
$1.64K - $1.92K
26 $2.58K
Feb 13, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
24
+ 0.49%
$1.52K - $1.77K
4.96K $491K
Oct 23, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
24
+ 0.49%
$1.52K - $1.77K
4.96K $491K
Jan 18, 2023 Q4 2022
Ullmann Wealth Partners Group, LLC

BUY
 -
24
+ 0.34%
$1.52K - $1.77K
7.09K $702K
Feb 13, 2023 Q4 2022
Mc Gowan Group Asset Management, Inc.

Dallas, TX
BUY
 -
21
+ 0.59%
$1.33K - $1.55K
3.56K $352K
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
20
+ 5.0%
$1.26K - $1.48K
420 $41.6K
Feb 14, 2023 Q4 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
20
+ 16.95%
$1.26K - $1.48K
138 $13.7K
Mar 08, 2023 Q4 2022
Sheets Smith Wealth Management

BUY
 -
16
+ 0.41%
$1.01K - $1.18K
3.91K $388K
Feb 10, 2023 Q4 2022
Signature Securities Group Corporation

BUY
 -
11
+ 0.1%
$696 - $813
11.3K $1.12M
Jan 09, 2024 Q4 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
9
+ 0.6%
$569 - $665
1.51K $149K
Feb 06, 2023 Q4 2022
Bogart Wealth, LLC

BUY
 -
8
+ 11.76%
$506 - $591
76 $7.53K
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
7
New
$443 - $518
7 $693
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

BUY
 -
6
+ 0.14%
$379 - $444
4.42K $437K
Jan 19, 2023 Q4 2022
Tsfg, LLC

BUY
 -
5
+ 0.28%
$316 - $370
1.76K $175K

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