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
|
Atlas Private Wealth Management
|
SELL
|
- |
-502- 2.49% |
$36K - $38.9K
|
19.7K
$1.87M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-551- 5.98% |
$39.6K - $42.7K
|
8.66K
$822K
|
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-566- 8.64% |
$40.6K - $43.9K
|
5.98K
$567K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-579- 4.74% |
$41.6K - $44.9K
|
11.6K
$1.1M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-595- 11.48% |
$42.7K - $46.1K
|
4.59K
$435K
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-599- 2.26% |
$43K - $46.4K
|
25.9K
$2.45M
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-646- 0.9% |
$46.4K - $50.1K
|
71.2K
$6.75M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-709- 8.81% |
$50.9K - $54.9K
|
7.34K
$696K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-741- 2.06% |
$53.2K - $57.4K
|
35.2K
$3.34M
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-757Closed |
$54.4K - $58.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-762- 5.93% |
$54.7K - $59K
|
12.1K
$1.15M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-832- 11.03% |
$59.7K - $64.5K
|
6.71K
$636K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-833Closed |
$59.8K - $64.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-1.03K- 5.35% |
$73.6K - $79.4K
|
18.1K
$1.72M
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-1.06KClosed |
$75.8K - $81.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.09K- 16.82% |
$78K - $84.2K
|
5.37K
$509K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.13K- 19.59% |
$81.4K - $87.8K
|
4.65K
$441K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.14K- 4.9% |
$82.2K - $88.6K
|
22.2K
$2.11M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.16K- 4.09% |
$83.2K - $89.7K
|
27.2K
$2.58M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.2KClosed |
$86.3K - $93.1K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.24K- 2.46% |
$89.1K - $96.2K
|
49.2K
$4.66M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.25K- 18.76% |
$90K - $97.1K
|
5.43K
$515K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.28K- 4.16% |
$92K - $99.3K
|
29.5K
$2.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.29K- 30.45% |
$92.3K - $99.7K
|
2.94K
$279K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-1.5K- 53.69% |
$108K - $116K
|
1.29K
$123K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.55K- 1.23% |
$112K - $120K
|
125K
$11.8M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.56K- 9.91% |
$112K - $120K
|
14.1K
$1.34M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.57K- 17.81% |
$113K - $122K
|
7.26K
$689K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.69K- 14.68% |
$122K - $131K
|
9.85K
$934K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.77K- 16.1% |
$127K - $137K
|
9.21K
$873K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.85K- 6.34% |
$132K - $143K
|
27.3K
$2.59M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.21K- 4.86% |
$159K - $171K
|
43.3K
$4.11M
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.24K- 1.78% |
$160K - $173K
|
123K
$11.7M
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.29K- 21.04% |
$165K - $178K
|
8.6K
$816K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.4K- 19.71% |
$172K - $186K
|
9.78K
$928K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2.67KClosed |
$192K - $207K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.68KClosed |
$193K - $208K
|
0
$0
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.83K- 21.64% |
$203K - $219K
|
10.3K
$972K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.05KClosed |
$219K - $236K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.09K- 5.85% |
$222K - $239K
|
49.7K
$4.71M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.17K- 5.49% |
$227K - $245K
|
54.5K
$5.17M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.3K- 9.16% |
$237K - $256K
|
32.7K
$3.11M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.32KClosed |
$238K - $257K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-3.32K- 5.23% |
$238K - $257K
|
60.1K
$5.7M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-3.76K- 37.91% |
$270K - $291K
|
6.16K
$584K
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.08KClosed |
$293K - $316K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-4.2K- 14.51% |
$301K - $325K
|
24.7K
$2.35M
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.21KClosed |
$302K - $326K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-4.23KClosed |
$303K - $327K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.29K- 7.08% |
$308K - $333K
|
56.4K
$5.34M
|