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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.49K- 1.42% |
$322K - $348K
|
311K
$29.5M
|
|
Aug 23, 2022
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.49K- 1.42% |
$322K - $348K
|
311K
$29.5M
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.54K- 10.72% |
$326K - $351K
|
37.8K
$3.58M
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-4.67K- 28.18% |
$336K - $362K
|
11.9K
$1.13M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-4.71K- 19.77% |
$338K - $365K
|
19.1K
$1.81M
|
|
May 10, 2022
Q1 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.86KClosed |
$349K - $377K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-4.86KClosed |
$349K - $377K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-5.5K- 63.12% |
$395K - $426K
|
3.21K
$305K
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.58K- 46.61% |
$401K - $432K
|
6.39K
$606K
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-6.21KClosed |
$446K - $481K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-6.63KClosed |
$476K - $514K
|
0
$0
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-7.08K- 64.37% |
$508K - $549K
|
3.92K
$372K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.27K- 3.33% |
$522K - $563K
|
211K
$20M
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-7.28KClosed |
$523K - $564K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.46KClosed |
$536K - $578K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-7.63K- 6.46% |
$548K - $591K
|
111K
$10.5M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.4K- 5.94% |
$603K - $651K
|
133K
$12.6M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.53KClosed |
$613K - $661K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.72K- 36.73% |
$626K - $676K
|
15K
$1.42M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.78K- 92.56% |
$630K - $680K
|
706
$66.9K
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-9.5K- 7.81% |
$682K - $736K
|
112K
$10.6M
|
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.52KClosed |
$683K - $737K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.7K- 2.17% |
$697K - $752K
|
438K
$41.6M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-12.1KClosed |
$872K - $941K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.6K- 17.47% |
$979K - $1.06M
|
64.4K
$6.11M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-13.9KClosed |
$995K - $1.07M
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-14K- 43.25% |
$1M - $1.08M
|
18.4K
$1.74M
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-14.1K- 5.81% |
$1.01M - $1.09M
|
229K
$21.7M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.8K- 8.18% |
$1.14M - $1.23M
|
178K
$16.8M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-17.6K- 8.57% |
$1.27M - $1.37M
|
188K
$17.8M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.1K- 84.19% |
$1.3M - $1.41M
|
3.41K
$323K
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-18.5K- 49.96% |
$1.33M - $1.44M
|
18.6K
$1.76M
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-19.4K- 4.21% |
$1.39M - $1.5M
|
441K
$41.9M
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-19.5K- 7.9% |
$1.4M - $1.51M
|
228K
$21.6M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.6K- 5.46% |
$1.41M - $1.52M
|
339K
$32.1M
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-22.2K- 88.4% |
$1.6M - $1.72M
|
2.92K
$277K
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-23K- 83.33% |
$1.65M - $1.78M
|
4.6K
$436K
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-26.1K- 49.08% |
$1.87M - $2.02M
|
27K
$2.56M
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-29.1K- 38.33% |
$2.09M - $2.26M
|
46.8K
$4.44M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30.2K- 10.94% |
$2.17M - $2.34M
|
246K
$23.3M
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-34.2K- 6.0% |
$2.45M - $2.65M
|
535K
$50.8M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-34.8K- 3.68% |
$2.5M - $2.7M
|
912K
$86.4M
|
|
May 10, 2022
Q1 2022
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-36.6K- 56.17% |
$2.63M - $2.84M
|
28.6K
$2.71M
|
|
May 13, 2022
Q1 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-37.4KClosed |
$2.68M - $2.89M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-38KClosed |
$2.73M - $2.94M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.3K- 9.08% |
$3.04M - $3.28M
|
424K
$40.2M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-42.5K- 1.09% |
$3.05M - $3.3M
|
3.84M
$364M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-43.3K- 35.4% |
$3.11M - $3.35M
|
79K
$7.49M
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-64.6K- 73.3% |
$4.64M - $5.01M
|
23.6K
$2.23M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-72.1K- 92.1% |
$5.18M - $5.59M
|
6.19K
$587K
|