Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.99MNew |
$389M - $463M
|
5.99M
$547M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.89M+ 712.94% |
$252M - $300M
|
4.43M
$404M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
355K+ 100.14% |
$23M - $27.4M
|
709K
$64.7M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
253KNew |
$16.4M - $19.5M
|
253K
$23.1M
|
|
Aug 09, 2022
Q2 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
210KNew |
$13.6M - $16.2M
|
210K
$19.1M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
194K+ 82.91% |
$12.6M - $14.9M
|
427K
$39M
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
155K+ 75.13% |
$10.1M - $12M
|
361K
$33M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
142K+ 1.72% |
$9.19M - $10.9M
|
8.36M
$763M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
142K+ 1.72% |
$9.19M - $10.9M
|
8.36M
$763M
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
132K+ 52.34% |
$8.55M - $10.2M
|
384K
$35M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
124K+ 50.6% |
$8.08M - $9.61M
|
370K
$33.8M
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
108KNew |
$7.03M - $8.37M
|
108K
$9.89M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
107K+ 0.21% |
$6.97M - $8.29M
|
52.1M
$4.75B
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
104K+ 5.62% |
$6.73M - $8.01M
|
1.95M
$178M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
89.2K+ 9.21% |
$5.79M - $6.88M
|
1.06M
$96.5M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
83.2KNew |
$5.4M - $6.42M
|
83.2K
$7.6M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
81.8K+ 16.59% |
$5.31M - $6.31M
|
575K
$52.5M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
79.8K+ 566.13% |
$5.18M - $6.16M
|
93.9K
$8.57M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
72.5K+ 40.83% |
$4.7M - $5.59M
|
250K
$22.8M
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
62.5KNew |
$4.05M - $4.82M
|
62.5K
$5.7M
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
46.2K+ 31.87% |
$3M - $3.56M
|
191K
$17.4M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.4K+ 4.51% |
$2.82M - $3.35M
|
1.01M
$91.8M
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
43.4KNew |
$2.81M - $3.35M
|
43.4K
$3.96M
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
43.4KNew |
$2.81M - $3.35M
|
43.4K
$3.96M
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
42.4K+ 2313.86% |
$2.75M - $3.27M
|
44.2K
$4.04M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
41K+ 4.51% |
$2.66M - $3.16M
|
950K
$86.7M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40K+ 9.59% |
$2.59M - $3.08M
|
457K
$41.7M
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
38.1K+ 10.41% |
$2.47M - $2.94M
|
404K
$36.8M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
35.1K+ 18.69% |
$2.28M - $2.71M
|
223K
$20.4M
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
32.1K+ 14.02% |
$2.08M - $2.48M
|
261K
$23.8M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.6K+ 9.14% |
$1.98M - $2.36M
|
365K
$33.3M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.7K+ 18.45% |
$1.93M - $2.29M
|
191K
$17.4M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
29.3K+ 20.25% |
$1.9M - $2.26M
|
174K
$15.9M
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
25.7K+ 10.05% |
$1.67M - $1.98M
|
281K
$25.7M
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
24.9K+ 4.67% |
$1.62M - $1.92M
|
558K
$50.9M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.8K+ 8.56% |
$1.61M - $1.91M
|
314K
$28.7M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23.1K+ 3.54% |
$1.5M - $1.79M
|
677K
$61.8M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
23.1K+ 1578.85% |
$1.5M - $1.78M
|
24.5K
$2.24M
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
19.9K+ 14.2% |
$1.29M - $1.53M
|
160K
$14.6M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
18.9K+ 65.94% |
$1.23M - $1.46M
|
47.6K
$4.34M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.2KNew |
$1.12M - $1.33M
|
17.2K
$1.57M
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
17K+ 22.36% |
$1.1M - $1.31M
|
92.8K
$8.47M
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
16.8K+ 162.58% |
$1.09M - $1.3M
|
27.1K
$2.48M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16K+ 185.02% |
$1.04M - $1.24M
|
24.7K
$2.25M
|
|
Jul 19, 2022
Q2 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
15.8K+ 89.75% |
$1.03M - $1.22M
|
33.4K
$3.05M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.7K+ 20.58% |
$1.02M - $1.21M
|
91.7K
$8.37M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.2K+ 18.33% |
$984K - $1.17M
|
97.9K
$8.94M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.1K+ 13.27% |
$980K - $1.17M
|
129K
$11.8M
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
14.1K+ 54.34% |
$916K - $1.09M
|
40.1K
$3.66M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.1K+ 13.7% |
$914K - $1.09M
|
117K
$10.7M
|