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
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
3
+ 0.03%
$190 - $222
11.1K $1.05M
Jan 30, 2023 Q4 2022
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
3
+ 0.02%
$190 - $222
14.3K $1.36M
Aug 07, 2024 Q4 2022
Abound Wealth Management

Franklin, TN
BUY
 -
2
+ 0.62%
$126 - $148
324 $30.9K
Feb 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
2
+ 0.06%
$126 - $148
3.48K $332K
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
1
+ 0.02%
$63.2 - $73.9
4.83K $460K
Jan 20, 2023 Q4 2022
First Command Advisory Services, Inc.

BUY
 -
1
New
$63.2 - $73.9
1 $95.3
Feb 06, 2023 Q4 2022
Time Scale Financial, Inc.

BUY
 -
1
+ 0.1%
$63.2 - $73.9
1.01K $96K
Jan 10, 2023 Q4 2022
Tl Private Wealth

BUY
 -
1
+ 0.0%
$63.2 - $73.9
28.8K $2.74M
Feb 15, 2023 Q4 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
1
+ 3.23%
$63.2 - $73.9
32 $3.05K
Feb 09, 2023 Q4 2022
Mai Capital Management

SELL
 -
-1
- 0.02%
$63.2 - $73.9
4.67K $444K
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

SELL
 -
-5
- 1.64%
$316 - $370
299 $28.5K
Feb 13, 2023 Q4 2022
Wealthspan Partners, LLC

Davenport, IA
SELL
 -
-6
- 0.04%
$379 - $444
15.6K $1.49M
Jan 26, 2023 Q4 2022
Comerica Bank

SELL
 -
-13
- 0.08%
$822 - $961
16.5K $1.57M
Jan 20, 2023 Q4 2022
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-15
- 0.42%
$948 - $1.11K
3.55K $338K
Jan 31, 2023 Q4 2022
Balentine LLC

Atlanta, GA
SELL
 -
-22
- 0.73%
$1.39K - $1.63K
3K $286K
Feb 13, 2023 Q4 2022
Bank Of Marin

Novato, CA
SELL
 -
-28
- 0.25%
$1.77K - $2.07K
11.2K $1.07M
Feb 06, 2023 Q4 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-30
- 0.58%
$1.9K - $2.22K
5.11K $486K
Feb 10, 2023 Q4 2022
Essex Financial Services, Inc.

SELL
 -
-38
- 0.42%
$2.4K - $2.81K
8.96K $853K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

SELL
 -
-40
- 11.76%
$2.53K - $2.96K
300 $28.6K
Jan 10, 2023 Q4 2022
Soa Wealth Advisors, Llc.

SELL
 -
-44
- 4.78%
$2.78K - $3.25K
877 $83.5K
Jan 31, 2023 Q4 2022
Ellis Investment Partners, LLC

SELL
 -
-45
- 0.94%
$2.85K - $3.33K
4.73K $451K
Feb 03, 2023 Q4 2022
D.A. Davidson & Co.

SELL
 -
-58
- 1.44%
$3.67K - $4.29K
3.98K $379K
Feb 01, 2023 Q4 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-64
- 0.79%
$4.05K - $4.73K
8.04K $766K
Feb 02, 2023 Q4 2022
Argi Investment Services, LLC

SELL
 -
-67
- 0.98%
$4.24K - $4.95K
6.75K $643K
Feb 03, 2023 Q4 2022
Sugarloaf Wealth Management, LLC

SELL
 -
-71
- 32.42%
$4.49K - $5.25K
148 $14.1K
Jan 31, 2023 Q4 2022
Pinnacle Associates LTD

SELL
 -
-75
- 2.55%
$4.74K - $5.54K
2.87K $273K
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-83
- 3.37%
$5.25K - $6.14K
2.38K $227K
Feb 08, 2023 Q4 2022
Prospera Financial Services Inc

SELL
 -
-87
- 1.25%
$5.5K - $6.43K
6.89K $656K
Feb 07, 2023 Q4 2022
Gamble Jones Investment Counsel

SELL
 -
-88
- 0.84%
$5.56K - $6.51K
10.3K $985K
Feb 02, 2023 Q4 2022
180 Wealth Advisors, LLC

SELL
 -
-91
- 0.13%
$5.75K - $6.73K
68.6K $6.53M
Feb 14, 2023 Q4 2022
Cutler Capital Management, LLC

Worcester, MA
SELL
 -
-100
- 1.96%
$6.32K - $7.39K
5K $476K
Feb 14, 2023 Q4 2022
Veritable, L.P.

Newtown Square, PA
SELL
 -
-111
- 2.41%
$7.02K - $8.21K
4.49K $428K
Jan 31, 2023 Q4 2022
Ifg Advisory, LLC

SELL
 -
-118
- 2.48%
$7.46K - $8.72K
4.63K $441K
Feb 13, 2023 Q4 2022
Financial Planning & Information Services, Inc.

SELL
 -
-121
- 0.21%
$7.65K - $8.95K
57.9K $5.51M
Feb 03, 2023 Q4 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-123
- 1.17%
$7.78K - $9.09K
10.4K $986K
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

SELL
 -
-127
- 1.24%
$8.03K - $9.39K
10.1K $965K
Aug 14, 2024 Q4 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-129
- 6.52%
$8.16K - $9.54K
1.85K $176K
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

SELL
 -
-132
- 0.08%
$8.35K - $9.76K
173K $16.5M
Jan 19, 2023 Q4 2022
Octavia Wealth Advisors, LLC

SELL
 -
-136
- 4.19%
$8.6K - $10.1K
3.11K $296K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-140
- 11.45%
$8.85K - $10.4K
1.08K $103K
Jan 18, 2023 Q4 2022
Atlas Private Wealth Management

SELL
 -
-142
- 0.66%
$8.98K - $10.5K
21.3K $2.03M
Jan 13, 2023 Q4 2022
Baldrige Asset Management LLC

SELL
 -
-145
- 1.28%
$9.17K - $10.7K
11.2K $1.07M
Jan 18, 2023 Q4 2022
Ckw Financial Group

SELL
 -
-145
- 0.54%
$9.17K - $10.7K
26.9K $2.56M
Feb 13, 2023 Q4 2022
Magnolia Capital Advisors LLC

Jackson, MS
SELL
 -
-152
- 0.98%
$9.61K - $11.2K
15.4K $1.46M
Feb 14, 2023 Q4 2022
Bradley Foster & Sargent Inc

Hartford, CT
SELL
 -
-183
- 3.51%
$11.6K - $13.5K
5.03K $479K
Feb 10, 2023 Q4 2022
Csenge Advisory Group

SELL
 -
-193
- 4.36%
$12.2K - $14.3K
4.23K $403K
Feb 08, 2023 Q4 2022
Beirne Wealth Consulting Services, LLC

SELL
 -
-202
- 2.32%
$12.8K - $14.9K
8.52K $812K
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-202
- 88.99%
$12.8K - $14.9K
25 $2.38K
Feb 01, 2023 Q4 2022
Barber Financial Group, Inc.

SELL
 -
-222
- 4.15%
$14K - $16.4K
5.13K $488K

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