Purchases and Sales Made in Q4 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 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
Jan 27, 2023 Q4 2022
Motive Wealth Advisors

BUY
 -
9.28K
+ 12.29%
$587K - $686K
84.8K $7.74M
Feb 14, 2023 Q4 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
9.23K
+ 35.17%
$584K - $683K
35.5K $3.24M
Feb 13, 2023 Q4 2022
Carr Financial Group Corp

Worcester, MA
BUY
 -
9.22K
New
$583K - $682K
9.22K $841K
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
9.03K
+ 0.12%
$571K - $667K
7.66M $699M
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
9.02K
+ 7.35%
$570K - $667K
132K $12M
Feb 15, 2023 Q4 2022
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
9.01K
New
$570K - $666K
9.01K $823K
Jan 20, 2023 Q4 2022
Southern Capital Advisors, LLC

BUY
 -
8.96K
+ 3.7%
$567K - $663K
251K $22.9M
Jan 25, 2023 Q4 2022
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
8.9K
New
$563K - $658K
8.9K $812K
Jan 19, 2023 Q4 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
8.88K
+ 2219.25%
$561K - $656K
9.28K $847K
Jan 26, 2023 Q4 2022
Sky Oak Wealth, LLC

BUY
 -
8.76K
+ 5.67%
$554K - $647K
163K $14.9M
Jan 25, 2023 Q4 2022
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
8.45K
New
$534K - $625K
8.45K $771K
Feb 14, 2023 Q4 2022
Colony Group LLC

Boston, MA
BUY
 -
8.19K
+ 2.34%
$518K - $605K
359K $32.7M
Feb 16, 2023 Q4 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
7.91K
+ 499.87%
$500K - $585K
9.49K $866K
Feb 14, 2023 Q4 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
7.8K
+ 12.5%
$493K - $576K
70.1K $6.4M
Feb 10, 2023 Q4 2022
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
7.74K
New
$489K - $572K
7.74K $706K
Jan 24, 2023 Q4 2022
Koshinski Asset Management, Inc.

BUY
 -
7.36K
New
$465K - $544K
7.36K $672K
Jan 18, 2023 Q4 2022
Maryland Capital Advisors Inc.

BUY
 -
7.16K
+ 114.97%
$453K - $529K
13.4K $1.22M
Feb 07, 2023 Q4 2022
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
7.16K
New
$453K - $529K
7.16K $653K
Feb 15, 2023 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
7.06K
+ 2.15%
$446K - $522K
336K $30.6M
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
7.06K
+ 2.15%
$446K - $522K
336K $30.6M
Feb 08, 2023 Q4 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
6.99K
+ 67.62%
$442K - $516K
17.3K $1.58M
Feb 14, 2023 Q4 2022
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
6.79K
New
$429K - $502K
6.79K $620K
Feb 03, 2023 Q4 2022
Ieq Capital, LLC

BUY
 -
6.54K
+ 129.02%
$414K - $484K
11.6K $1.06M
Jan 12, 2023 Q4 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
6.24K
+ 22.61%
$395K - $462K
33.9K $3.09M
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
6.05K
+ 63.84%
$382K - $447K
15.5K $1.42M
Feb 02, 2023 Q4 2022
Hilltop Wealth Advisors, LLC

BUY
 -
6.04K
+ 43.77%
$382K - $446K
19.8K $1.81M
Feb 10, 2023 Q4 2022
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
5.95K
New
$376K - $440K
5.95K $543K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
5.89K
+ 7.51%
$372K - $436K
84.4K $7.7M
Feb 14, 2023 Q4 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
5.79K
New
$366K - $428K
5.79K $529K
Feb 14, 2023 Q4 2022
Earnest Partners LLC

Atlanta, GA
BUY
 -
5.66K
+ 94250.0%
$358K - $418K
5.66K $517K
Feb 14, 2023 Q4 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
5.55K
+ 47.59%
$351K - $411K
17.2K $1.57M
Jan 25, 2023 Q4 2022
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
5.39K
New
$340K - $398K
5.39K $491K
Feb 15, 2023 Q4 2022
German American Bancorp, Inc.

Jasper, IN
BUY
 -
5.34K
New
$337K - $394K
5.34K $487K
Feb 15, 2023 Q4 2022
Cerity Partners LLC

New York, NY
BUY
 -
5.2K
New
$329K - $385K
5.2K $475K
Jan 17, 2023 Q4 2022
Veracity Capital LLC

BUY
 -
4.71K
+ 2.83%
$298K - $349K
171K $15.6M
Feb 09, 2023 Q4 2022
Lwmg, LLC

Lake Elmo, MN
BUY
 -
4.71K
New
$298K - $348K
4.71K $430K
Feb 13, 2023 Q4 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
4.61K
+ 4.54%
$292K - $341K
106K $9.7M
Feb 14, 2023 Q4 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
4.38K
+ 2.58%
$277K - $324K
174K $15.9M
Feb 13, 2023 Q4 2022
Clifford Group, LLC

Wayland, MA
BUY
 -
4.15K
New
$262K - $307K
4.15K $379K
Feb 07, 2023 Q4 2022
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
4.05K
New
$256K - $299K
4.05K $369K
Jan 10, 2023 Q4 2022
Rda Financial Network

BUY
 -
4.01K
+ 11.14%
$254K - $297K
40K $3.65M
Feb 02, 2023 Q4 2022
Mission Wealth Management, LP

BUY
 -
4.01K
New
$253K - $296K
4.01K $366K
Feb 03, 2023 Q4 2022
Eagle Strategies LLC

New York, NY
BUY
 -
3.89K
+ 18.81%
$246K - $287K
24.5K $2.24M
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
3.85K
+ 2.24%
$244K - $285K
176K $16M
Jan 17, 2023 Q4 2022
Element Wealth, LLC

BUY
 -
3.84K
+ 277.91%
$243K - $284K
5.22K $476K
Jan 10, 2023 Q4 2022
Safeguard Financial, LLC

BUY
 -
3.73K
New
$236K - $275K
3.73K $340K
Jan 24, 2023 Q4 2022
Madison Wealth Partners, Inc

BUY
 -
3.71K
+ 1.87%
$234K - $274K
202K $18.4M
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.7K
+ 2.98%
$234K - $274K
128K $11.7M
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
3.61K
+ 39.96%
$228K - $267K
12.6K $1.15M

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