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 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
3.51K+ 307.44% |
$252K - $272K
|
4.65K
$443K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.43KNew |
$246K - $266K
|
3.43K
$327K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.39K+ 9.74% |
$244K - $263K
|
38.2K
$3.64M
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.38KNew |
$243K - $262K
|
3.38K
$322K
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.33K+ 6.76% |
$239K - $258K
|
52.5K
$5.01M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.28K+ 4.69% |
$235K - $254K
|
73.1K
$6.96M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.26K+ 45.16% |
$234K - $253K
|
10.5K
$999K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.25KNew |
$233K - $252K
|
3.25K
$309K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
3.1KNew |
$222K - $240K
|
3.1K
$295K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3KNew |
$215K - $232K
|
3K
$286K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.95KNew |
$212K - $228K
|
2.95K
$281K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.95K+ 44.85% |
$211K - $228K
|
9.51K
$906K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.76KNew |
$198K - $214K
|
2.76K
$263K
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.74K+ 73.14% |
$197K - $212K
|
6.48K
$617K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.73K+ 36.57% |
$196K - $212K
|
10.2K
$971K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.73K+ 36.57% |
$196K - $212K
|
10.2K
$971K
|
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
2.72K+ 5.21% |
$196K - $211K
|
55K
$5.24M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.71K+ 10.03% |
$195K - $210K
|
29.8K
$2.84M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.67KNew |
$192K - $207K
|
2.67K
$255K
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.65KNew |
$190K - $205K
|
2.65K
$253K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.65KNew |
$190K - $205K
|
2.65K
$252K
|
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.63K+ 34.1% |
$189K - $204K
|
10.3K
$984K
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.6K+ 21.92% |
$187K - $202K
|
14.5K
$1.38M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.54K+ 8.66% |
$183K - $197K
|
31.9K
$3.04M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.47K+ 8.59% |
$178K - $192K
|
31.3K
$2.98M
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
2.45K+ 1.65% |
$176K - $190K
|
151K
$14.4M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.45K+ 18.98% |
$176K - $189K
|
15.3K
$1.46M
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.39K+ 12.61% |
$171K - $185K
|
21.3K
$2.03M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.27K+ 767.23% |
$163K - $176K
|
2.57K
$245K
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.25K+ 11.4% |
$162K - $175K
|
22K
$2.1M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.19K+ 5.27% |
$157K - $169K
|
43.7K
$4.16M
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.15K+ 2.45% |
$154K - $166K
|
89.6K
$8.53M
|
|
|
Apr 13, 2022
Q1 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
2K+ 5.41% |
$144K - $155K
|
39K
$3.71M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.94KNew |
$139K - $150K
|
1.94K
$184K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.92K+ 4.86% |
$138K - $149K
|
41.5K
$3.95M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.86K+ 20.74% |
$133K - $144K
|
10.8K
$1.03M
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.83KNew |
$132K - $142K
|
1.83K
$174K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.81K+ 19.03% |
$130K - $140K
|
11.3K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.71K+ 9.92% |
$123K - $133K
|
19K
$1.81M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.64KNew |
$118K - $127K
|
1.64K
$156K
|
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.56K+ 12.17% |
$112K - $121K
|
14.4K
$1.37M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.52K+ 801.58% |
$109K - $118K
|
1.71K
$163K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.45K+ 1.37% |
$104K - $113K
|
108K
$10.3M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.4K+ 0.88% |
$101K - $109K
|
161K
$15.3M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.35K+ 19.51% |
$97.2K - $105K
|
8.29K
$790K
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 12.15% |
$96.9K - $105K
|
12.5K
$1.19M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.34K+ 919.18% |
$96.4K - $104K
|
1.49K
$142K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.28K+ 33.85% |
$92.1K - $99.3K
|
5.07K
$483K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
1.23K+ 4.17% |
$88.5K - $95.5K
|
30.8K
$2.93M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.23K+ 0.49% |
$88.3K - $95.3K
|
252K
$24M
|