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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
17+ 0.28% |
$1.1K - $1.31K
|
6K
$547K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
17+ 29.82% |
$1.1K - $1.31K
|
74
$6.75K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
16+ 0.2% |
$1.04K - $1.23K
|
8.18K
$747K
|
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
16+ 0.2% |
$1.04K - $1.23K
|
8.18K
$747K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
15+ 0.43% |
$973 - $1.16K
|
3.51K
$320K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14+ 0.3% |
$908 - $1.08K
|
4.75K
$434K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
12+ 8.0% |
$779 - $926
|
162
$14.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
10New |
$649 - $772
|
10
$913
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9+ 0.48% |
$584 - $695
|
1.87K
$171K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 0.47% |
$454 - $540
|
1.49K
$136K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.15% |
$389 - $463
|
3.9K
$356K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
6+ 0.16% |
$389 - $463
|
3.85K
$352K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
3+ 0.09% |
$195 - $232
|
3.34K
$305K
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$195 - $232
|
14.9K
$1.36M
|
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$195 - $232
|
3.13K
$286K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3+ 0.09% |
$195 - $232
|
3.44K
$313K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.03% |
$130 - $154
|
6.16K
$562K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2+ 1.08% |
$130 - $154
|
187
$17.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2+ 0.03% |
$130 - $154
|
7.03K
$642K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.9% |
$64.9 - $77.2
|
112
$10.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 3.85% |
$64.9 - $77.2
|
25
$2.28K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-1- 0.13% |
$64.9 - $77.2
|
789
$72K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 0.46% |
$64.9 - $77.2
|
216
$19.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$130 - $154
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2- 0.01% |
$130 - $154
|
15.9K
$1.45M
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-6- 6.82% |
$389 - $463
|
82
$7.48K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-16- 0.24% |
$1.04K - $1.23K
|
6.63K
$605K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-16- 0.14% |
$1.04K - $1.23K
|
11.6K
$1.06M
|
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-18- 0.18% |
$1.17K - $1.39K
|
9.95K
$908K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-24- 0.04% |
$1.56K - $1.85K
|
56.9K
$5.19M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-35- 1.74% |
$2.27K - $2.7K
|
1.98K
$181K
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-37- 0.2% |
$2.4K - $2.86K
|
18.1K
$1.65M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-51- 9.22% |
$3.31K - $3.94K
|
502
$45.8K
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-55- 0.38% |
$3.57K - $4.24K
|
14.4K
$1.32M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-59- 1.92% |
$3.83K - $4.55K
|
3.01K
$275K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-59- 5.24% |
$3.83K - $4.55K
|
1.07K
$97.5K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-61- 1.31% |
$3.96K - $4.71K
|
4.59K
$419K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-62- 2.04% |
$4.02K - $4.79K
|
2.98K
$272K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-65Closed |
$4.22K - $5.02K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-73- 38.22% |
$4.74K - $5.63K
|
118
$10.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-80- 0.5% |
$5.19K - $6.17K
|
15.9K
$1.45M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-84Closed |
$5.45K - $6.48K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-85Closed |
$5.51K - $6.56K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-87- 4.73% |
$5.64K - $6.71K
|
1.75K
$160K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-87Closed |
$5.64K - $6.71K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-90- 2.51% |
$5.84K - $6.95K
|
3.5K
$319K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-99Closed |
$6.42K - $7.64K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-100- 1.63% |
$6.49K - $7.72K
|
6.05K
$552K
|
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-101- 1.36% |
$6.55K - $7.8K
|
7.35K
$671K
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-109Closed |
$7.07K - $8.41K
|
0
$0
|