Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.22M+ 2.35% |
$76.6M - $90.1M
|
53.3M
$5.31B
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
668K+ 73.79% |
$41.8M - $49.2M
|
1.57M
$157M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
341K+ 79.76% |
$21.3M - $25.1M
|
767K
$76.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
319K+ 1006.09% |
$20M - $23.5M
|
351K
$34.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
297K+ 20.35% |
$18.6M - $21.8M
|
1.75M
$175M
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
188K+ 11179.4% |
$11.8M - $13.8M
|
189K
$18.9M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
144K+ 326.35% |
$9.04M - $10.6M
|
189K
$18.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
121K+ 20.98% |
$7.55M - $8.89M
|
696K
$69.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
117K+ 16.48% |
$7.32M - $8.61M
|
826K
$82.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
113KNew |
$7.07M - $8.31M
|
113K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
106K+ 0.93% |
$6.64M - $7.81M
|
11.5M
$1.14B
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
104K+ 12.58% |
$6.53M - $7.68M
|
933K
$93M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
104K+ 12.58% |
$6.53M - $7.68M
|
933K
$93M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
102KNew |
$6.37M - $7.49M
|
102K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
93.7K+ 8.87% |
$5.87M - $6.9M
|
1.15M
$115M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
78K+ 391.5% |
$4.88M - $5.74M
|
97.9K
$9.76M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
76.7K+ 1089.2% |
$4.81M - $5.65M
|
83.8K
$8.35M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
73.4K+ 20.1% |
$4.59M - $5.4M
|
439K
$43.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
70.7K+ 54.8% |
$4.42M - $5.2M
|
200K
$19.9M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
70.1K+ 11.25% |
$4.39M - $5.16M
|
693K
$69.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.3K+ 35.31% |
$4.22M - $4.96M
|
258K
$25.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
55.5K+ 2.84% |
$3.47M - $4.08M
|
2.01M
$200M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.5K+ 12.95% |
$3.35M - $3.94M
|
466K
$46.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.4K+ 8.9% |
$3.34M - $3.93M
|
653K
$65.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
37.2K+ 3.92% |
$2.33M - $2.74M
|
987K
$98.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
31.7KNew |
$1.99M - $2.34M
|
31.7K
$3.16M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
30.8KNew |
$1.93M - $2.27M
|
30.8K
$3.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.8K+ 7.78% |
$1.8M - $2.12M
|
399K
$39.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
28K+ 19.73% |
$1.75M - $2.06M
|
170K
$16.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
25K+ 11.19% |
$1.56M - $1.84M
|
248K
$24.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.7K+ 9.57% |
$1.55M - $1.82M
|
283K
$28.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
24.1K+ 366.81% |
$1.51M - $1.77M
|
30.7K
$3.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
23.5K+ 16.12% |
$1.47M - $1.73M
|
169K
$16.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
23.3K+ 8.26% |
$1.46M - $1.71M
|
305K
$30.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
22.6K+ 5.6% |
$1.42M - $1.67M
|
426K
$42.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
21.5K+ 3.85% |
$1.34M - $1.58M
|
580K
$57.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
20.7KNew |
$1.3M - $1.52M
|
20.7K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.6K+ 158.91% |
$1.29M - $1.51M
|
33.5K
$3.34M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
20.2K+ 13.82% |
$1.27M - $1.49M
|
166K
$16.6M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
19.8K+ 20.25% |
$1.24M - $1.46M
|
118K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.5K+ 18.62% |
$1.09M - $1.29M
|
111K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.9K+ 37.17% |
$1.06M - $1.24M
|
62.3K
$6.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
15.3KNew |
$960K - $1.13M
|
15.3K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.5KNew |
$908K - $1.07M
|
14.5K
$1.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.7K+ 2.03% |
$859K - $1.01M
|
691K
$68.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
13.4K+ 188.28% |
$842K - $990K
|
20.6K
$2.05M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.1K+ 2.44% |
$822K - $967K
|
551K
$54.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.3K+ 6.67% |
$705K - $829K
|
180K
$17.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.1K+ 15.33% |
$692K - $814K
|
83.2K
$8.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
10.7K+ 30.83% |
$670K - $789K
|
45.4K
$4.53M
|