Purchases and Sales Made in Q3 2022 in Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

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 New York Mellon Corp

New York, NY
BUY
 -
3.66K
New
$229K - $270K
3.66K $365K
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
3.56K
+ 75.99%
$223K - $262K
8.23K $821K
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
3.54K
+ 43.48%
$221K - $260K
11.7K $1.16M
Nov 14, 2022 Q3 2022
Bluestein R H & CO LLC

Birmingham, MI
BUY
 -
3.52K
+ 6.71%
$221K - $259K
56K $5.58M
Oct 28, 2022 Q3 2022
Encompass Wealth Advisors, LLC

BUY
 -
3.51K
New
$220K - $258K
3.51K $350K
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
3.44K
New
$216K - $254K
3.44K $343K
Aug 16, 2024 Q3 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
3.39K
+ 6.34%
$212K - $249K
56.8K $5.67M
Nov 15, 2022 Q3 2022
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
3.34K
New
$209K - $246K
3.34K $333K
Dec 06, 2022 Q3 2022
Charter Oak Capital Management, LLC

BUY
 -
3.22K
+ 6.77%
$202K - $237K
50.8K $5.07M
Nov 10, 2022 Q3 2022
Quent Capital, LLC

BUY
 -
3.14K
+ 5.4%
$197K - $231K
61.3K $6.11M
Oct 13, 2022 Q3 2022
Vista Private Wealth Partners. LLC

BUY
 -
2.94K
+ 6.39%
$184K - $217K
49K $4.89M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.93K
+ 11.86%
$183K - $216K
27.6K $2.75M
Oct 31, 2022 Q3 2022
Prairie View Partners, LLC

BUY
 -
2.75K
+ 4.0%
$172K - $203K
71.5K $7.13M
Nov 04, 2022 Q3 2022
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
2.75K
+ 9.76%
$172K - $202K
30.9K $3.08M
Nov 14, 2022 Q3 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
2.63K
+ 2.7%
$165K - $194K
100K $10M
Dec 12, 2022 Q3 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
2.29K
+ 62.28%
$143K - $168K
5.95K $594K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.28K
+ 0.5%
$143K - $168K
459K $45.8M
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
2.27K
+ 13.18%
$142K - $167K
19.5K $1.95M
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

BUY
 -
2.1K
+ 2.75%
$132K - $155K
78.5K $7.82M
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
2K
New
$125K - $147K
2K $199K
Oct 21, 2022 Q3 2022
Wealth Management Partners, LLC

BUY
 -
2K
+ 5.71%
$125K - $147K
37K $3.69M
Nov 10, 2022 Q3 2022
Ckw Financial Group

BUY
 -
1.77K
+ 7.03%
$111K - $131K
27K $2.69M
Nov 07, 2022 Q3 2022
Essex Financial Services, Inc.

BUY
 -
1.7K
+ 23.21%
$106K - $125K
9K $897K
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
1.62K
New
$101K - $119K
1.62K $161K
Nov 02, 2022 Q3 2022
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
1.56K
+ 46.01%
$97.5K - $115K
4.94K $493K
Oct 26, 2022 Q3 2022
Atlas Private Wealth Management

BUY
 -
1.55K
+ 7.77%
$97K - $114K
21.5K $2.14M
Oct 24, 2022 Q3 2022
Stratos Wealth Advisors, LLC

BUY
 -
1.51K
+ 21.26%
$94.7K - $111K
8.62K $860K
Oct 18, 2022 Q3 2022
Elm Partners Management LLC

BUY
 -
1.43K
+ 4.57%
$89.8K - $106K
32.8K $3.27M
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
1.32K
+ 38.43%
$82.6K - $97.1K
4.75K $474K
Oct 20, 2022 Q3 2022
Beam Wealth Advisors, Inc.

BUY
 -
1.31K
+ 2.74%
$81.8K - $96.2K
49K $4.88M
Oct 21, 2022 Q3 2022
Columbus Macro, LLC

BUY
 -
1.31K
+ 2.1%
$81.7K - $96.1K
63.3K $6.31M
Nov 14, 2022 Q3 2022
Dt Investment Partners, LLC

BUY
 -
1.28K
New
$80.3K - $94.5K
1.28K $128K
Oct 20, 2022 Q3 2022
Northland Capital Management LLC

BUY
 -
1.27K
+ 1.9%
$79.3K - $93.3K
68.1K $6.79M
Oct 27, 2022 Q3 2022
Global Strategic Investment Solutions, LLC

BUY
 -
1.26K
+ 0.79%
$79K - $92.9K
161K $16M
Nov 10, 2022 Q3 2022
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
1.24K
+ 16.82%
$77.4K - $91K
8.59K $856K
Nov 10, 2022 Q3 2022
Lansing Street Advisors

BUY
 -
1.21K
+ 2.9%
$75.6K - $88.9K
42.8K $4.27M
Oct 19, 2022 Q3 2022
Essex Savings Bank

BUY
 -
1.2K
+ 39.04%
$75.1K - $88.4K
4.27K $426K
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.19K
+ 396.67%
$74.5K - $87.6K
1.49K $149K
Oct 17, 2022 Q3 2022
Strategic Equity Management

BUY
 -
1.08K
+ 1.73%
$67.6K - $79.5K
63.6K $6.34M
Nov 14, 2022 Q3 2022
Eagle Strategies LLC

New York, NY
BUY
 -
1.05K
+ 5.34%
$65.6K - $77.2K
20.7K $2.06M
Oct 28, 2022 Q3 2022
Canvas Wealth Advisors, LLC

BUY
 -
941
+ 2.42%
$58.9K - $69.3K
39.8K $3.97M
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

BUY
 -
924
+ 40.09%
$57.9K - $68K
3.23K $322K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
923
+ 1.62%
$57.8K - $68K
57.8K $5.76M
Oct 05, 2022 Q3 2022
American National Bank

BUY
 -
922
New
$57.7K - $67.9K
922 $91.9K
Oct 07, 2022 Q3 2022
Soa Wealth Advisors, Llc.

BUY
 -
921
New
$57.7K - $67.8K
921 $91.8K
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
869
+ 6.2%
$54.4K - $64K
14.9K $1.48M
Oct 11, 2022 Q3 2022
Tl Private Wealth

BUY
 -
799
+ 2.86%
$50K - $58.8K
28.8K $2.87M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
780
+ 3.18%
$48.8K - $57.4K
25.3K $2.52M
Nov 09, 2022 Q3 2022
Kovitz Investment Group Partners, LLC

BUY
 -
769
+ 6.93%
$48.1K - $56.6K
11.9K $1.18M

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