Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
BUY
|
- |
1.22K+ 24.7% |
$87.5K - $94.4K
|
6.15K
$583K
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
1.15K+ 1.5% |
$82.8K - $89.3K
|
77.9K
$7.39M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.15K+ 39.89% |
$82.7K - $89.3K
|
4.04K
$383K
|
|
Apr 21, 2022
Q1 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.12K+ 0.52% |
$80.6K - $87K
|
215K
$20.4M
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.12K+ 151.08% |
$80.5K - $86.9K
|
1.86K
$177K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.11K+ 123.15% |
$79.9K - $86.2K
|
2.02K
$191K
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.07K+ 9.85% |
$76.5K - $82.5K
|
11.9K
$1.13M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.06K+ 17.35% |
$76.3K - $82.4K
|
7.19K
$682K
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.03K+ 2.61% |
$73.7K - $79.6K
|
40.4K
$3.84M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
969+ 11.93% |
$69.6K - $75.1K
|
9.09K
$862K
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
943+ 5.48% |
$67.7K - $73.1K
|
18.2K
$1.72M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
933+ 3.05% |
$67K - $72.3K
|
31.6K
$2.99M
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
932+ 11.31% |
$66.9K - $72.2K
|
9.18K
$870K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
863New |
$62K - $66.9K
|
863
$81.8K
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
843+ 13.62% |
$60.5K - $65.3K
|
7.03K
$667K
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
796+ 11.96% |
$57.2K - $61.7K
|
7.45K
$706K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
793+ 7.44% |
$56.9K - $61.4K
|
11.4K
$1.09M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
705New |
$50.6K - $54.6K
|
705
$66.9K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
700+ 0.07% |
$50.3K - $54.2K
|
968K
$91.8M
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
677+ 15.59% |
$48.6K - $52.5K
|
5.02K
$476K
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
647+ 1.28% |
$46.5K - $50.1K
|
51K
$4.84M
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
624+ 25.52% |
$44.8K - $48.4K
|
3.07K
$291K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
506New |
$36.3K - $39.2K
|
506
$48K
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
447+ 3.1% |
$32.1K - $34.6K
|
14.9K
$1.41M
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
432+ 2.75% |
$31K - $33.5K
|
16.2K
$1.53M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
428+ 14.69% |
$30.7K - $33.2K
|
3.34K
$317K
|
|
May 13, 2022
Q1 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
425+ 0.5% |
$30.5K - $32.9K
|
85.4K
$8.1M
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
417+ 6.78% |
$29.9K - $32.3K
|
6.57K
$623K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
390New |
$28K - $30.2K
|
390
$37K
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
388+ 1.39% |
$27.9K - $30.1K
|
28.3K
$2.68M
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
385+ 13.13% |
$27.6K - $29.8K
|
3.32K
$315K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
369+ 0.6% |
$26.5K - $28.6K
|
62K
$5.88M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
365New |
$26.2K - $28.3K
|
365
$34.6K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
354+ 6.16% |
$25.4K - $27.4K
|
6.1K
$579K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
346+ 3.66% |
$24.8K - $26.8K
|
9.81K
$930K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
324+ 6.59% |
$23.3K - $25.1K
|
5.24K
$497K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
320+ 14.88% |
$23K - $24.8K
|
2.47K
$234K
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
319+ 5.89% |
$22.9K - $24.7K
|
5.73K
$544K
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
290+ 386.67% |
$20.8K - $22.5K
|
365
$34.6K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
285+ 0.3% |
$20.5K - $22.1K
|
94.1K
$8.93M
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
279+ 4.38% |
$20K - $21.6K
|
6.64K
$630K
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
257+ 3.09% |
$18.5K - $19.9K
|
8.57K
$813K
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
252New |
$18.1K - $19.5K
|
252
$23.9K
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
201+ 7.07% |
$14.4K - $15.6K
|
3.04K
$289K
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
192+ 12.11% |
$13.8K - $14.9K
|
1.78K
$169K
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
173+ 6.03% |
$12.4K - $13.4K
|
3.04K
$289K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
169+ 0.71% |
$12.1K - $13.1K
|
23.9K
$2.27M
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
158New |
$11.3K - $12.2K
|
158
$15K
|
|
May 10, 2022
Q1 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
151+ 5.36% |
$10.8K - $11.7K
|
2.97K
$282K
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
147+ 0.96% |
$10.6K - $11.4K
|
15.5K
$1.47M
|