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 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
BUY
|
- |
13K+ 24.47% |
$842K - $1M
|
66K
$6.02M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.9KNew |
$839K - $998K
|
12.9K
$1.18M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.2K+ 2.08% |
$794K - $944K
|
599K
$54.7M
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12K+ 8.87% |
$777K - $924K
|
147K
$13.4M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
11.1KNew |
$721K - $857K
|
11.1K
$1.01M
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
11K+ 21.47% |
$711K - $846K
|
62K
$5.66M
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
10.9K+ 2.46% |
$705K - $839K
|
452K
$41.3M
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
10.4K+ 36.01% |
$674K - $802K
|
39.3K
$3.58M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.2K+ 16.44% |
$661K - $786K
|
72.1K
$6.58M
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
BUY
|
- |
9.9K+ 161.05% |
$643K - $764K
|
16.1K
$1.46M
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9.32K+ 3.0% |
$605K - $719K
|
320K
$29.2M
|
|
Jul 25, 2022
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9.32K+ 3.0% |
$605K - $719K
|
320K
$29.2M
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
8.85K+ 4.78% |
$574K - $683K
|
194K
$17.7M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.73KNew |
$566K - $674K
|
8.73K
$797K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.48K+ 74.05% |
$550K - $654K
|
19.9K
$1.82M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.4K+ 26.84% |
$545K - $648K
|
39.7K
$3.62M
|
|
Jul 06, 2022
Q2 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8.22KNew |
$534K - $635K
|
8.22K
$750K
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
7.84K+ 5.21% |
$509K - $605K
|
158K
$14.4M
|
|
Jul 29, 2022
Q2 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
7.81K+ 9.39% |
$507K - $603K
|
91K
$8.31M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.51K+ 4.66% |
$487K - $580K
|
169K
$15.4M
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
7.04K+ 20.35% |
$457K - $543K
|
41.6K
$3.8M
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
6.9K+ 18.47% |
$448K - $533K
|
44.3K
$4.04M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.65K+ 2.3% |
$431K - $513K
|
295K
$26.9M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
6.64KNew |
$431K - $513K
|
6.64K
$606K
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.54K+ 5.31% |
$425K - $505K
|
130K
$11.8M
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
6.37K+ 12.3% |
$413K - $491K
|
58.1K
$5.3M
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.32K+ 4.53% |
$410K - $488K
|
146K
$13.3M
|
|
Aug 08, 2022
Q2 2022
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
6.15K+ 21.53% |
$399K - $475K
|
34.7K
$3.17M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.98K+ 4.76% |
$388K - $462K
|
132K
$12M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.8K+ 8.21% |
$376K - $447K
|
76.4K
$6.97M
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.73KNew |
$372K - $442K
|
5.73K
$523K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.64K+ 4.14% |
$366K - $435K
|
142K
$13M
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
5.63KNew |
$365K - $434K
|
5.63K
$513K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
5.5K+ 28.76% |
$357K - $425K
|
24.6K
$2.25M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.37KNew |
$348K - $414K
|
5.37K
$490K
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
5.29KNew |
$343K - $408K
|
5.29K
$483K
|
|
Aug 11, 2022
Q2 2022
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
5.1KNew |
$331K - $394K
|
5.1K
$465K
|
|
Aug 10, 2022
Q2 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
4.81KNew |
$312K - $371K
|
4.81K
$439K
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.74K+ 8.42% |
$308K - $366K
|
61.1K
$5.58M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
4.72KNew |
$306K - $364K
|
4.72K
$430K
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
4.57K+ 14.83% |
$296K - $352K
|
35.4K
$3.23M
|
|
Aug 01, 2022
Q2 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
4.42KNew |
$287K - $341K
|
4.42K
$403K
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
BUY
|
- |
4.33K+ 16.03% |
$281K - $334K
|
31.4K
$2.86M
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
4.26K+ 15.48% |
$276K - $329K
|
31.8K
$2.9M
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.1KNew |
$266K - $317K
|
4.1K
$374K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.09K+ 6.29% |
$265K - $316K
|
69.1K
$6.31M
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
3.99KNew |
$259K - $308K
|
3.99K
$364K
|
|
Jul 15, 2022
Q2 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.94KNew |
$256K - $304K
|
3.94K
$360K
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.83K+ 1.67% |
$249K - $296K
|
234K
$21.3M
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.81K+ 10.82% |
$247K - $294K
|
39K
$3.56M
|