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 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
129+ 0.17% |
$9.26K - $10K
|
75.8K
$7.22M
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
129+ 0.09% |
$9.26K - $10K
|
140K
$13.3M
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
117+ 0.49% |
$8.4K - $9.07K
|
24.2K
$2.31M
|
|
|
Apr 28, 2022
Q1 2022
|
Carroll Investors, Inc
|
BUY
|
- |
109New |
$7.83K - $8.45K
|
109
$10.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Tl Private Wealth
|
BUY
|
- |
92+ 0.31% |
$6.61K - $7.13K
|
29.8K
$2.84M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
88+ 2.71% |
$6.32K - $6.82K
|
3.34K
$318K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
85New |
$6.1K - $6.59K
|
85
$8.1K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
84New |
$6.03K - $6.51K
|
84
$8K
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
80+ 1.14% |
$5.74K - $6.2K
|
7.09K
$675K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
78+ 0.48% |
$5.6K - $6.04K
|
16.3K
$1.55M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
67+ 0.18% |
$4.81K - $5.19K
|
37.8K
$3.6M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
56+ 1.26% |
$4.02K - $4.34K
|
4.52K
$430K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
41+ 2.85% |
$2.94K - $3.18K
|
1.48K
$141K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
35+ 0.43% |
$2.51K - $2.71K
|
8.17K
$778K
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
34+ 0.42% |
$2.44K - $2.63K
|
8.17K
$778K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 17.18% |
$2.01K - $2.17K
|
191
$18.2K
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
BUY
|
- |
28New |
$2.01K - $2.17K
|
28
$2.67K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
25New |
$1.8K - $1.94K
|
25
$2.38K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
24+ 0.79% |
$1.72K - $1.86K
|
3.05K
$290K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
24+ 53.33% |
$1.72K - $1.86K
|
69
$6.57K
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
19+ 0.48% |
$1.36K - $1.47K
|
3.98K
$379K
|
|
|
May 13, 2022
Q1 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
17+ 0.49% |
$1.22K - $1.32K
|
3.49K
$333K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
16+ 0.44% |
$1.15K - $1.24K
|
3.66K
$349K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
BUY
|
- |
15+ 0.46% |
$1.08K - $1.16K
|
3.25K
$310K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
15+ 0.42% |
$1.08K - $1.16K
|
3.59K
$341K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
13+ 0.3% |
$934 - $1.01K
|
4.41K
$420K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 9.9% |
$718 - $775
|
111
$10.6K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10+ 0.21% |
$718 - $775
|
4.74K
$451K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.15% |
$431 - $465
|
3.89K
$371K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.13% |
$359 - $387
|
4K
$381K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.45% |
$359 - $387
|
1.13K
$107K
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3+ 0.04% |
$215 - $232
|
7.03K
$670K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.27% |
$215 - $232
|
1.1K
$105K
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2+ 0.09% |
$144 - $155
|
2.32K
$221K
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$144 - $155
|
3.13K
$298K
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$144 - $155
|
11.2K
$1.06M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.21% |
$71.8 - $77.5
|
470
$44.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.02% |
$71.8 - $77.5
|
4.83K
$460K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.15% |
$71.8 - $77.5
|
652
$62.1K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.54% |
$71.8 - $77.5
|
185
$17.6K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-6- 0.16% |
$431 - $465
|
3.85K
$367K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-13Closed |
$934 - $1.01K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-17Closed |
$1.22K - $1.32K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-27- 4.66% |
$1.94K - $2.09K
|
553
$52.7K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-28- 14.66% |
$2.01K - $2.17K
|
163
$15.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-32- 17.2% |
$2.3K - $2.48K
|
154
$14.7K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-32- 0.37% |
$2.3K - $2.48K
|
8.54K
$813K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-34Closed |
$2.44K - $2.63K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-41- 1.5% |
$2.94K - $3.18K
|
2.69K
$257K
|