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 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-4K- 10.26% |
$260K - $309K
|
35K
$3.19M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.01K- 0.27% |
$260K - $310K
|
1.46M
$133M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.04KClosed |
$262K - $312K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.07K- 8.57% |
$264K - $314K
|
43.4K
$3.96M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.36K- 44.56% |
$283K - $337K
|
5.42K
$495K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.5K- 29.94% |
$292K - $347K
|
10.5K
$961K
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.6KClosed |
$298K - $355K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-4.68K- 51.46% |
$304K - $361K
|
4.41K
$403K
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-4.76K- 3.15% |
$309K - $368K
|
146K
$13.3M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.83K- 50.82% |
$314K - $373K
|
4.68K
$427K
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.88K- 9.28% |
$316K - $376K
|
47.7K
$4.35M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.98K- 26.24% |
$323K - $385K
|
14K
$1.28M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.01K- 6.64% |
$325K - $386K
|
70.3K
$6.42M
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-5.02KClosed |
$326K - $387K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-5.58K- 0.35% |
$362K - $431K
|
1.58M
$144M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-5.59K- 5.05% |
$362K - $431K
|
105K
$9.58M
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-5.71KClosed |
$370K - $441K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.93K- 1.11% |
$385K - $458K
|
529K
$48.3M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.06K- 0.66% |
$393K - $467K
|
906K
$82.6M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-6.23K- 58.38% |
$404K - $481K
|
4.44K
$405K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.54KClosed |
$424K - $505K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-7.09KClosed |
$460K - $547K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.93K- 25.14% |
$515K - $612K
|
23.6K
$2.16M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.09K- 7.74% |
$525K - $624K
|
96.4K
$8.8M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.29K- 24.47% |
$538K - $640K
|
25.6K
$2.34M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.31K- 10.52% |
$539K - $641K
|
70.7K
$6.45M
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-8.69K- 47.93% |
$564K - $671K
|
9.44K
$861K
|
|
Aug 10, 2022
Q2 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-9.43K- 7.42% |
$612K - $728K
|
118K
$10.7M
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-9.68K- 57.54% |
$628K - $747K
|
7.14K
$652K
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-11.7KClosed |
$757K - $900K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-13.4K- 16.34% |
$872K - $1.04M
|
68.8K
$6.28M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.1K- 4.53% |
$913K - $1.09M
|
296K
$27M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.3K- 5.25% |
$929K - $1.1M
|
258K
$23.6M
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-14.5K- 12.91% |
$939K - $1.12M
|
97.6K
$8.91M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15KClosed |
$970K - $1.15M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-15.3KClosed |
$995K - $1.18M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-15.9K- 58.26% |
$1.03M - $1.23M
|
11.4K
$1.04M
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-16.3K- 34.86% |
$1.06M - $1.26M
|
30.5K
$2.78M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.2K- 5.66% |
$1.24M - $1.48M
|
320K
$29.2M
|
|
Jul 28, 2022
Q2 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-21.1K- 25.35% |
$1.37M - $1.63M
|
62.1K
$5.67M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-21.3K- 56.25% |
$1.38M - $1.64M
|
16.5K
$1.51M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-21.5K- 32.07% |
$1.39M - $1.66M
|
45.4K
$4.15M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-22.5K- 98.13% |
$1.46M - $1.74M
|
429
$39.2K
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-23K- 15.2% |
$1.49M - $1.77M
|
128K
$11.7M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.1K- 94.04% |
$1.5M - $1.78M
|
1.46K
$133K
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-24.9K- 10.96% |
$1.62M - $1.92M
|
203K
$18.5M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.4K- 5.79% |
$1.65M - $1.96M
|
413K
$37.7M
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-25.6K- 22.41% |
$1.66M - $1.97M
|
88.6K
$8.08M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-29.9K- 45.53% |
$1.94M - $2.31M
|
35.7K
$3.26M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-29.9K- 3.49% |
$1.94M - $2.31M
|
829K
$75.7M
|