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 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-231- 5.4% |
$14.6K - $17.1K
|
4.04K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-248- 7.68% |
$15.7K - $18.3K
|
2.98K
$272K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-263- 39.37% |
$16.6K - $19.4K
|
405
$37K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-275- 4.62% |
$17.4K - $20.3K
|
5.68K
$518K
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-281- 0.82% |
$17.8K - $20.8K
|
33.8K
$3.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-285- 2.19% |
$18K - $21.1K
|
12.7K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-306- 4.76% |
$19.3K - $22.6K
|
6.12K
$558K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-346- 2.86% |
$21.9K - $25.6K
|
11.7K
$1.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-359- 4.72% |
$22.7K - $26.5K
|
7.24K
$661K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-371- 0.93% |
$23.5K - $27.4K
|
39.4K
$3.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-372- 6.69% |
$23.5K - $27.5K
|
5.19K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-400- 2.87% |
$25.3K - $29.6K
|
13.5K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-410- 5.45% |
$25.9K - $30.3K
|
7.12K
$649K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-448- 4.73% |
$28.3K - $33.1K
|
9.03K
$824K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-559- 7.29% |
$35.3K - $41.3K
|
7.1K
$648K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-597- 3.87% |
$37.7K - $44.1K
|
14.8K
$1.35M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-600- 4.39% |
$37.9K - $44.4K
|
13.1K
$1.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-636- 13.43% |
$40.2K - $47K
|
4.1K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-637- 10.7% |
$40.3K - $47.1K
|
5.31K
$485K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-680- 2.69% |
$43K - $50.3K
|
24.6K
$2.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-713- 3.98% |
$45.1K - $52.7K
|
17.2K
$1.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-749- 7.33% |
$47.4K - $55.4K
|
9.46K
$864K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-771- 1.84% |
$48.8K - $57K
|
41.2K
$3.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-819- 3.3% |
$51.8K - $60.5K
|
24K
$2.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-832- 13.85% |
$52.6K - $61.5K
|
5.18K
$472K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-836- 5.92% |
$52.9K - $61.8K
|
13.3K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-841- 2.94% |
$53.2K - $62.2K
|
27.8K
$2.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-917- 1.35% |
$58K - $67.8K
|
67.3K
$6.14M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-945- 16.73% |
$59.8K - $69.9K
|
4.71K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-970- 19.2% |
$61.3K - $71.7K
|
4.08K
$373K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-996- 15.4% |
$63K - $73.6K
|
5.47K
$499K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.02K- 18.48% |
$64.4K - $75.3K
|
4.5K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.24K- 1.48% |
$78.3K - $91.5K
|
82.6K
$7.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.25K- 25.24% |
$79.1K - $92.5K
|
3.71K
$338K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.28K- 13.33% |
$81.1K - $94.8K
|
8.34K
$761K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.43K- 26.96% |
$90.5K - $106K
|
3.88K
$354K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.53K- 2.34% |
$96.6K - $113K
|
63.8K
$5.82M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 31.51% |
$98.4K - $115K
|
3.38K
$309K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.58K- 29.67% |
$99.8K - $117K
|
3.74K
$341K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-1.68K- 6.94% |
$106K - $124K
|
22.5K
$2.05M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 6.52% |
$108K - $127K
|
24.6K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.91K- 0.28% |
$121K - $141K
|
692K
$63.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-2.01K- 30.24% |
$127K - $148K
|
4.63K
$422K
|
|
|
Jan 20, 2023
Q4 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-2.01K- 0.93% |
$127K - $149K
|
214K
$19.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 23.33% |
$127K - $149K
|
6.61K
$604K
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-2.08K- 20.87% |
$131K - $154K
|
7.87K
$719K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.17K- 6.28% |
$137K - $160K
|
32.4K
$2.95M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.23K- 2.52% |
$141K - $165K
|
86.2K
$7.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.28K- 9.81% |
$144K - $168K
|
20.9K
$1.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
SELL
|
- |
-2.37K- 3.73% |
$150K - $176K
|
61.2K
$5.59M
|