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 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
401+ 10.02% |
$26K - $30.9K
|
4.4K
$402K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
389+ 4.22% |
$25.2K - $30K
|
9.6K
$876K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
384+ 7.08% |
$24.9K - $29.6K
|
5.81K
$530K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
368+ 19.0% |
$23.9K - $28.4K
|
2.31K
$210K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
357+ 133.21% |
$23.2K - $27.6K
|
625
$57K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
355+ 0.33% |
$23K - $27.4K
|
108K
$9.86M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
325+ 0.26% |
$21.1K - $25.1K
|
125K
$11.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
282+ 503.57% |
$18.3K - $21.8K
|
338
$30.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
278New |
$18K - $21.5K
|
278
$25.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
252+ 1.23% |
$16.3K - $19.4K
|
20.7K
$1.89M
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
247+ 1.25% |
$16K - $19.1K
|
19.9K
$1.82M
|
|
|
Jul 29, 2022
Q2 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
235+ 8.11% |
$15.2K - $18.1K
|
3.13K
$286K
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
233+ 0.42% |
$15.1K - $18K
|
56K
$5.11M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
228+ 9.23% |
$14.8K - $17.6K
|
2.7K
$246K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
226New |
$14.7K - $17.4K
|
226
$20.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
224+ 4.49% |
$14.5K - $17.3K
|
5.21K
$476K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
214+ 0.01% |
$13.9K - $16.5K
|
2.5M
$228M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
213+ 2.32% |
$13.8K - $16.4K
|
9.39K
$857K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
200New |
$13K - $15.4K
|
200
$18.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
200+ 35.71% |
$13K - $15.4K
|
760
$69.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
180+ 1.52% |
$11.7K - $13.9K
|
12.1K
$1.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
179+ 3.96% |
$11.6K - $13.8K
|
4.7K
$428K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
153New |
$9.93K - $11.8K
|
153
$14K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
150New |
$9.73K - $11.6K
|
150
$13.7K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
141New |
$9.15K - $10.9K
|
141
$12.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
132+ 3.87% |
$8.56K - $10.2K
|
3.54K
$323K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
125+ 1.86% |
$8.11K - $9.65K
|
6.84K
$624K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
123+ 1.69% |
$7.98K - $9.49K
|
7.39K
$674K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
116+ 2.53% |
$7.53K - $8.95K
|
4.7K
$429K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
112+ 1.56% |
$7.27K - $8.64K
|
7.3K
$666K
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
108+ 0.7% |
$7.01K - $8.34K
|
15.6K
$1.43M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
91+ 2.72% |
$5.9K - $7.02K
|
3.43K
$313K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
87New |
$5.64K - $6.71K
|
87
$7.94K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
76+ 0.47% |
$4.93K - $5.87K
|
16.3K
$1.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
74New |
$4.8K - $5.71K
|
74
$6.75K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
71+ 0.33% |
$4.61K - $5.48K
|
21.4K
$1.95M
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
70+ 0.49% |
$4.54K - $5.4K
|
14.5K
$1.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
70+ 0.95% |
$4.54K - $5.4K
|
7.41K
$676K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
61New |
$3.96K - $4.71K
|
61
$5.57K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
58+ 1.46% |
$3.76K - $4.48K
|
4.03K
$368K
|
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
54New |
$3.5K - $4.17K
|
54
$4.93K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
50+ 1.59% |
$3.24K - $3.86K
|
3.2K
$292K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
48+ 0.43% |
$3.11K - $3.7K
|
11.2K
$1.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
44+ 0.1% |
$2.85K - $3.4K
|
43.8K
$3.99M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
42+ 0.77% |
$2.72K - $3.24K
|
5.47K
$499K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
40+ 13.33% |
$2.6K - $3.09K
|
340
$31K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
31+ 6.6% |
$2.01K - $2.39K
|
501
$45.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
31+ 4.75% |
$2.01K - $2.39K
|
683
$62.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
26New |
$1.69K - $2.01K
|
26
$2.37K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
22New |
$1.43K - $1.7K
|
22
$2.01K
|