Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
16.2K+ 24.08% |
$1.16M - $1.25M
|
83.2K
$7.93M
|
|
May 09, 2022
Q1 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
15.7K+ 7.97% |
$1.13M - $1.22M
|
213K
$20.3M
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
15.7KNew |
$1.13M - $1.21M
|
15.7K
$1.49M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15KNew |
$1.07M - $1.16M
|
15K
$1.42M
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
14.9K+ 9.2% |
$1.07M - $1.16M
|
177K
$16.9M
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
14.6K+ 21.53% |
$1.05M - $1.13M
|
82.2K
$7.83M
|
|
May 16, 2022
Q1 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
13.1K+ 348.85% |
$939K - $1.01M
|
16.8K
$1.6M
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
12.2K+ 3.44% |
$874K - $943K
|
366K
$34.8M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.2KNew |
$802K - $866K
|
11.2K
$1.06M
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
11.1K+ 42.46% |
$800K - $863K
|
37.4K
$3.56M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10.6K+ 138.9% |
$760K - $820K
|
18.2K
$1.73M
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10.3K+ 8.14% |
$737K - $795K
|
136K
$13M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 6.71% |
$728K - $786K
|
161K
$15.4M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.88K+ 9.5% |
$709K - $765K
|
114K
$10.8M
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
9.77K+ 80.74% |
$702K - $757K
|
21.9K
$2.08M
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
9.71K+ 54.99% |
$697K - $752K
|
27.4K
$2.61M
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
9.48K+ 5.41% |
$681K - $735K
|
185K
$17.6M
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9.35K+ 7.18% |
$671K - $724K
|
140K
$13.3M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.89K+ 18.52% |
$639K - $689K
|
56.9K
$5.42M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.66KNew |
$622K - $671K
|
8.66K
$825K
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
BUY
|
- |
8.2K+ 18.3% |
$589K - $636K
|
53K
$5.05M
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.08K+ 6.36% |
$580K - $626K
|
135K
$12.9M
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
7.95K+ 122.7% |
$571K - $616K
|
14.4K
$1.37M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.88K+ 6.68% |
$566K - $611K
|
126K
$12M
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
7.08K+ 180.68% |
$508K - $549K
|
11K
$1.05M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.88K+ 63.4% |
$494K - $533K
|
17.7K
$1.69M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.88K+ 1.19% |
$494K - $533K
|
587K
$55.9M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.78K+ 25.02% |
$487K - $525K
|
33.9K
$3.23M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
6.76K+ 5.26% |
$485K - $524K
|
135K
$12.9M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
6.63KNew |
$476K - $514K
|
6.63K
$631K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.33K+ 34.79% |
$455K - $491K
|
24.5K
$2.34M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.15K+ 14.9% |
$441K - $476K
|
47.4K
$4.52M
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.04K+ 114.86% |
$433K - $468K
|
11.3K
$1.08M
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.98K+ 26.34% |
$429K - $463K
|
28.7K
$2.73M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.69K+ 4.1% |
$408K - $441K
|
144K
$13.8M
|
|
Apr 29, 2022
Q1 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
5.39K+ 6.93% |
$387K - $418K
|
83.2K
$7.92M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
5.39KNew |
$387K - $418K
|
5.39K
$513K
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
5.34KNew |
$383K - $413K
|
5.34K
$508K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.17K+ 57.85% |
$371K - $400K
|
14.1K
$1.34M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.88K+ 7.94% |
$351K - $378K
|
66.3K
$6.32M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.53K+ 39.73% |
$325K - $351K
|
15.9K
$1.52M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.45K+ 16.53% |
$320K - $345K
|
31.4K
$2.99M
|
|
May 16, 2022
Q1 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
4.19K+ 18.07% |
$301K - $324K
|
27.3K
$2.6M
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
4.12KNew |
$296K - $319K
|
4.12K
$392K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.07K+ 6.47% |
$292K - $315K
|
66.9K
$6.37M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.01KNew |
$288K - $311K
|
4.01K
$382K
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.67KNew |
$263K - $284K
|
3.67K
$349K
|
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
3.61K+ 2.46% |
$259K - $280K
|
150K
$14.3M
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.58KNew |
$257K - $277K
|
3.58K
$341K
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
3.56K+ 25.34% |
$256K - $276K
|
17.6K
$1.68M
|