Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
32.3K+ 3.27% |
$2.04M - $2.39M
|
1.02M
$93M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.1K+ 9.85% |
$1.91M - $2.23M
|
336K
$30.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.7K+ 83.17% |
$1.88M - $2.19M
|
65.4K
$5.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
29.1K+ 128.12% |
$1.84M - $2.15M
|
51.8K
$4.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
28.7K+ 24.36% |
$1.81M - $2.12M
|
146K
$13.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
28.4KNew |
$1.79M - $2.1M
|
28.4K
$2.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
27.4K+ 16.19% |
$1.73M - $2.02M
|
197K
$17.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
26.4KNew |
$1.67M - $1.95M
|
26.4K
$2.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
26.4K+ 19.29% |
$1.67M - $1.95M
|
163K
$14.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25.7KNew |
$1.63M - $1.9M
|
25.7K
$2.35M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
25.4K+ 185.41% |
$1.6M - $1.87M
|
39K
$3.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
25.3KNew |
$1.6M - $1.87M
|
25.3K
$2.31M
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
24.8KNew |
$1.57M - $1.84M
|
24.8K
$2.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23.4K+ 4.24% |
$1.48M - $1.73M
|
574K
$52.4M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
23.2K+ 12.33% |
$1.47M - $1.72M
|
212K
$19.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
20.2K+ 19.71% |
$1.28M - $1.5M
|
123K
$11.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20K+ 155.05% |
$1.27M - $1.48M
|
32.9K
$3M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.8K+ 6.26% |
$1.25M - $1.46M
|
336K
$30.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
BUY
|
- |
19.4KNew |
$1.23M - $1.43M
|
19.4K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.2K+ 33.25% |
$1.22M - $1.42M
|
77K
$7.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
19.2KNew |
$1.22M - $1.42M
|
19.2K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19K+ 516.94% |
$1.2M - $1.4M
|
22.7K
$2.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17.2KNew |
$1.09M - $1.27M
|
17.2K
$1.57M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16.7K+ 0.3% |
$1.05M - $1.23M
|
5.53M
$505M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
16K+ 42.48% |
$1.01M - $1.18M
|
53.6K
$4.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
15.7KNew |
$994K - $1.16M
|
15.7K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.7K+ 3.41% |
$991K - $1.16M
|
475K
$43.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.3K+ 3.84% |
$969K - $1.13M
|
415K
$37.8M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.3KNew |
$966K - $1.13M
|
15.3K
$1.39M
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
15.2K+ 4.98% |
$959K - $1.12M
|
320K
$29.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.7K+ 8.18% |
$932K - $1.09M
|
195K
$17.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
14.6KNew |
$926K - $1.08M
|
14.6K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
14KNew |
$883K - $1.03M
|
14K
$1.28M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.9K+ 368.27% |
$881K - $1.03M
|
17.7K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
13.3KNew |
$841K - $983K
|
13.3K
$1.21M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
13KNew |
$820K - $958K
|
13K
$1.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
12.2KNew |
$770K - $901K
|
12.2K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12K+ 171185.7% |
$758K - $886K
|
12K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
12KNew |
$756K - $884K
|
12K
$1.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
11.3K+ 205.17% |
$715K - $837K
|
16.8K
$1.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
11.2K+ 67.02% |
$705K - $825K
|
27.8K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.8K+ 12.21% |
$682K - $798K
|
99.2K
$9.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$682K - $798K
|
10.8K
$985K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.4K+ 70.09% |
$659K - $771K
|
25.3K
$2.31M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
10.3K+ 2.96% |
$652K - $763K
|
359K
$32.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$646K - $756K
|
10.2K
$933K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
10.2KNew |
$644K - $753K
|
10.2K
$930K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.1K+ 69.66% |
$639K - $747K
|
24.6K
$2.24M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10K+ 19.71% |
$633K - $741K
|
60.8K
$5.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
9.33K+ 19.04% |
$590K - $690K
|
58.3K
$5.32M
|