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 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-114- 1.31% |
$7.4K - $8.8K
|
8.61K
$786K
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-114- 1.68% |
$7.4K - $8.8K
|
6.67K
$609K
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-125- 1.51% |
$8.11K - $9.65K
|
8.17K
$745K
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-164- 0.13% |
$10.6K - $12.7K
|
125K
$11.4M
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-169Closed |
$11K - $13K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
SELL
|
- |
-188- 5.82% |
$12.2K - $14.5K
|
3.04K
$278K
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-196- 1.74% |
$12.7K - $15.1K
|
11.1K
$1.01M
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-200- 26.32% |
$13K - $15.4K
|
560
$51.1K
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-200- 0.85% |
$13K - $15.4K
|
23.4K
$2.13M
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-208- 4.72% |
$13.5K - $16.1K
|
4.2K
$383K
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-219- 6.6% |
$14.2K - $16.9K
|
3.1K
$283K
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-222- 0.32% |
$14.4K - $17.1K
|
69.7K
$6.36M
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-226- 4.78% |
$14.7K - $17.4K
|
4.5K
$410K
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-239- 13.44% |
$15.5K - $18.4K
|
1.54K
$140K
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
SELL
|
- |
-300- 7.62% |
$19.5K - $23.2K
|
3.64K
$332K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-313- 0.33% |
$20.3K - $24.2K
|
93.8K
$8.56M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-314Closed |
$20.4K - $24.2K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-323- 6.02% |
$21K - $24.9K
|
5.05K
$460K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-354- 1.25% |
$23K - $27.3K
|
27.9K
$2.55M
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-379- 7.06% |
$24.6K - $29.3K
|
4.99K
$455K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-386- 1.56% |
$25K - $29.8K
|
24.4K
$2.22M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-403- 7.69% |
$26.1K - $31.1K
|
4.84K
$442K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-434- 0.99% |
$28.2K - $33.5K
|
43.2K
$3.94M
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-434- 5.07% |
$28.2K - $33.5K
|
8.13K
$742K
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-466- 2.34% |
$30.2K - $36K
|
19.4K
$1.77M
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-482- 60.17% |
$31.3K - $37.2K
|
319
$29.1K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-485- 3.43% |
$31.5K - $37.4K
|
13.6K
$1.25M
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-487- 4.09% |
$31.6K - $37.6K
|
11.4K
$1.04M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-490- 0.81% |
$31.8K - $37.8K
|
59.9K
$5.47M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-492- 2.77% |
$31.9K - $38K
|
17.2K
$1.57M
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-500- 4.81% |
$32.4K - $38.6K
|
9.89K
$902K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-500- 4.38% |
$32.4K - $38.6K
|
10.9K
$997K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-506Closed |
$32.8K - $39.1K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-517- 4.28% |
$33.5K - $39.9K
|
11.6K
$1.06M
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-595- 1.86% |
$38.6K - $45.9K
|
31.3K
$2.86M
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-650- 8.56% |
$42.2K - $50.2K
|
6.94K
$634K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-661- 93.76% |
$42.9K - $51K
|
44
$4.02K
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-679- 6.09% |
$44.1K - $52.4K
|
10.5K
$956K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-706Closed |
$45.8K - $54.5K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-771- 2.35% |
$50K - $59.5K
|
32K
$2.92M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-787- 1.82% |
$51.1K - $60.7K
|
42.5K
$3.88M
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-788- 91.31% |
$51.1K - $60.8K
|
75
$6.84K
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-867- 5.37% |
$56.3K - $66.9K
|
15.3K
$1.39M
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-877- 1.46% |
$56.9K - $67.7K
|
59.2K
$5.41M
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-877- 3.39% |
$56.9K - $67.7K
|
25K
$2.28M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-900- 1.26% |
$58.4K - $69.5K
|
70.3K
$6.42M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-911- 10.02% |
$59.1K - $70.3K
|
8.18K
$747K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-920Closed |
$59.7K - $71K
|
0
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-958- 3.11% |
$62.2K - $73.9K
|
29.8K
$2.72M
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.01K- 15.84% |
$65.7K - $78.1K
|
5.38K
$491K
|