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 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.49K- 1.65% |
$158K - $184K
|
148K
$13.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.52K- 8.87% |
$160K - $187K
|
25.9K
$2.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-2.58K- 7.86% |
$163K - $191K
|
30.2K
$2.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.68K- 2.61% |
$169K - $198K
|
100K
$9.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.72K- 12.88% |
$172K - $201K
|
18.4K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-2.78K- 0.62% |
$176K - $206K
|
445K
$40.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-2.93K- 2.73% |
$185K - $216K
|
104K
$9.51M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.08K- 1.19% |
$195K - $228K
|
255K
$23.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.17K- 4.43% |
$200K - $234K
|
68.4K
$6.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-3.54K- 6.32% |
$224K - $262K
|
52.5K
$4.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-3.7K- 1.7% |
$234K - $273K
|
214K
$19.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.88K- 11.81% |
$245K - $287K
|
28.9K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.94K- 4.3% |
$249K - $291K
|
87.7K
$8M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.57K- 1.9% |
$289K - $338K
|
236K
$21.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.63K- 3.71% |
$293K - $343K
|
120K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.98K- 11.03% |
$315K - $368K
|
40.2K
$3.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-5K- 20.0% |
$316K - $370K
|
20K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.12K- 5.41% |
$323K - $378K
|
89.4K
$8.16M
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-5.28K- 3.23% |
$334K - $390K
|
158K
$14.4M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.57K- 4.1% |
$352K - $412K
|
130K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-5.63K- 7.59% |
$356K - $416K
|
68.6K
$6.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-5.64K- 14.39% |
$356K - $417K
|
33.5K
$3.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-6.18K- 4.04% |
$391K - $457K
|
147K
$13.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-6.79K- 68.35% |
$429K - $502K
|
3.14K
$287K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.89K- 10.47% |
$499K - $583K
|
67.4K
$6.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.93K- 46.1% |
$501K - $586K
|
9.27K
$846K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-8.71K- 13.76% |
$551K - $644K
|
54.6K
$4.98M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.53K- 16.77% |
$603K - $705K
|
47.3K
$4.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-12.7K- 27.89% |
$800K - $936K
|
32.7K
$2.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.7K- 4.12% |
$804K - $941K
|
296K
$27M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.2K- 39.33% |
$833K - $974K
|
20.3K
$1.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-15K- 35.04% |
$949K - $1.11M
|
27.8K
$2.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-18.1K- 3.41% |
$1.15M - $1.34M
|
514K
$46.9M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23K- 7.81% |
$1.45M - $1.7M
|
271K
$24.8M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.6K- 2.64% |
$1.56M - $1.82M
|
909K
$82.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.6K- 2.64% |
$1.56M - $1.82M
|
909K
$82.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-27.8K- 4.8% |
$1.76M - $2.06M
|
552K
$50.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-30.5K- 58.16% |
$1.93M - $2.26M
|
22K
$2.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-31.8K- 51.89% |
$2.01M - $2.35M
|
29.4K
$2.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-44.6K- 11.69% |
$2.82M - $3.3M
|
337K
$30.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-46.8K- 22.0% |
$2.96M - $3.46M
|
166K
$15.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55.3K- 18.19% |
$3.49M - $4.09M
|
249K
$22.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-58.6K- 23.94% |
$3.71M - $4.34M
|
186K
$17M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-61.3K- 90.63% |
$3.88M - $4.53M
|
6.34K
$578K
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-62.8K- 48.78% |
$3.97M - $4.64M
|
66K
$6.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-69.2K- 4.5% |
$4.38M - $5.12M
|
1.47M
$134M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-101K- 14.63% |
$6.39M - $7.48M
|
590K
$53.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-110K- 6.24% |
$6.92M - $8.1M
|
1.65M
$150M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-202K- 8.07% |
$12.8M - $14.9M
|
2.3M
$210M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-486K- 63.37% |
$30.8M - $36M
|
281K
$25.7M
|