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 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-31.8K- 17.93% |
$2.06M - $2.46M
|
146K
$13.3M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-35.2K- 84.8% |
$2.28M - $2.71M
|
6.31K
$575K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-38.3K- 45.04% |
$2.48M - $2.95M
|
46.7K
$4.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-40.2K- 6.96% |
$2.61M - $3.1M
|
537K
$49M
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-66.7K- 91.29% |
$4.33M - $5.15M
|
6.36K
$581K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-71.4K- 10.28% |
$4.63M - $5.51M
|
623K
$56.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-104K- 2.69% |
$6.72M - $7.99M
|
3.74M
$341M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-105K- 23.33% |
$6.78M - $8.07M
|
343K
$31.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-119K- 1.04% |
$7.72M - $9.18M
|
11.4M
$1.04B
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-124K- 29.25% |
$8.04M - $9.57M
|
300K
$27.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-147K- 50.95% |
$9.56M - $11.4M
|
142K
$12.9M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-170K- 17.04% |
$11M - $13.1M
|
829K
$75.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-322K- 91.03% |
$20.9M - $24.8M
|
31.7K
$2.89M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.5M- 99.83% |
$357M - $424M
|
9.22K
$842K
|