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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.26K+ 2.52% |
$79.5K - $92.9K
|
51.2K
$4.67M
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.13K+ 2.02% |
$71.3K - $83.3K
|
56.8K
$5.19M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.01K+ 12.72% |
$63.5K - $74.3K
|
8.9K
$812K
|
|
|
Jan 20, 2023
Q4 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1K+ 2.7% |
$63.2K - $73.9K
|
38K
$3.47M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
990New |
$62.6K - $73.2K
|
990
$90.3K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
940New |
$59.4K - $69.5K
|
940
$85.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
932+ 27.07% |
$58.9K - $68.9K
|
4.38K
$399K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
925+ 0.37% |
$58.5K - $68.4K
|
249K
$22.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
908New |
$57.4K - $67.1K
|
908
$82.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
900New |
$56.9K - $66.5K
|
900
$82.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
840+ 19.65% |
$53.1K - $62.1K
|
5.11K
$467K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
762+ 0.38% |
$48.2K - $56.3K
|
200K
$18.3M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
754+ 0.57% |
$47.7K - $55.7K
|
132K
$12.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
718New |
$45.4K - $53.1K
|
718
$65.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
678+ 2.83% |
$42.9K - $50.1K
|
24.7K
$2.25M
|
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
613+ 1.98% |
$38.8K - $45.3K
|
31.5K
$2.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
613+ 6.44% |
$38.8K - $45.3K
|
10.1K
$925K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
600New |
$37.9K - $44.4K
|
600
$54.8K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
598+ 2.49% |
$37.8K - $44.2K
|
24.6K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
558+ 38.56% |
$35.3K - $41.3K
|
2.01K
$183K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
556+ 2.89% |
$35.2K - $41.1K
|
19.8K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
552New |
$34.9K - $40.8K
|
552
$50.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
509+ 0.61% |
$32.2K - $37.6K
|
83.7K
$7.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
509+ 10.57% |
$32.2K - $37.6K
|
5.33K
$486K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
508New |
$32.1K - $37.6K
|
508
$46.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
481New |
$30.4K - $35.6K
|
481
$43.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
474+ 5.76% |
$30K - $35K
|
8.71K
$795K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
467New |
$29.5K - $34.5K
|
467
$42.6K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
448+ 5.11% |
$28.3K - $33.1K
|
9.21K
$841K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
428+ 2.97% |
$27.1K - $31.6K
|
14.8K
$1.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
425+ 2.07% |
$26.9K - $31.4K
|
21K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
419New |
$26.5K - $31K
|
419
$38.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
415+ 0.51% |
$26.2K - $30.7K
|
82.5K
$7.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
400+ 8.02% |
$25.3K - $29.6K
|
5.39K
$492K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
391+ 3.3% |
$24.7K - $28.9K
|
12.3K
$1.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
386+ 4.48% |
$24.4K - $28.5K
|
9.01K
$822K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
377New |
$23.8K - $27.9K
|
377
$34.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
360New |
$22.8K - $26.6K
|
360
$32.9K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
355New |
$22.4K - $26.2K
|
355
$32.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
333+ 3.76% |
$21.1K - $24.6K
|
9.18K
$838K
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
BUY
|
- |
322+ 0.47% |
$20.4K - $23.8K
|
68.4K
$6.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
307+ 2.88% |
$19.4K - $22.7K
|
11K
$1M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
306+ 1.74% |
$19.3K - $22.6K
|
17.9K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
289+ 0.27% |
$18.3K - $21.4K
|
109K
$9.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
275+ 233.05% |
$17.4K - $20.3K
|
393
$35.9K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
255New |
$16.1K - $18.9K
|
255
$23.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
252New |
$15.9K - $18.6K
|
252
$23K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
251+ 30.87% |
$15.9K - $18.6K
|
1.06K
$97.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
240+ 1.96% |
$15.2K - $17.7K
|
12.5K
$1.14M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
232New |
$14.7K - $17.2K
|
232
$21.2K
|