Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
1.88MNew |
$169M - $181M
|
1.88M
$173M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
613K+ 4.43% |
$55.1M - $59M
|
14.4M
$1.33B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
608K+ 0.85% |
$54.7M - $58.5M
|
72.2M
$6.67B
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
606K+ 33.63% |
$54.6M - $58.4M
|
2.41M
$223M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
519K+ 74.67% |
$46.7M - $50M
|
1.21M
$112M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
489K+ 155.59% |
$44M - $47.1M
|
803K
$74.2M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
374KNew |
$33.7M - $36.1M
|
374K
$34.6M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
305K+ 7.09% |
$27.5M - $29.4M
|
4.61M
$426M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
261K+ 7.99% |
$23.5M - $25.2M
|
3.53M
$326M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
219K+ 4.76% |
$19.7M - $21.1M
|
4.83M
$446M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
189K+ 50.54% |
$17M - $18.2M
|
564K
$52.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
188K+ 4.27% |
$16.9M - $18.1M
|
4.6M
$425M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
181K+ 6.99% |
$16.3M - $17.4M
|
2.77M
$256M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
173K+ 4.05% |
$15.6M - $16.7M
|
4.46M
$412M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
168K+ 14.87% |
$15.1M - $16.2M
|
1.3M
$120M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
145K+ 34.92% |
$13M - $13.9M
|
559K
$51.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
127K+ 2.72% |
$11.4M - $12.2M
|
4.78M
$442M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
126K+ 23.15% |
$11.4M - $12.2M
|
672K
$62.1M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
94.4KNew |
$8.49M - $9.09M
|
94.4K
$8.72M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
90.8K+ 10.3% |
$8.17M - $8.74M
|
972K
$89.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
86.9K+ 39.62% |
$7.82M - $8.37M
|
306K
$28.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81.3K+ 5.3% |
$7.32M - $7.83M
|
1.61M
$149M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
80K+ 11.1% |
$7.2M - $7.7M
|
801K
$74M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
77.7K+ 14.09% |
$6.99M - $7.48M
|
629K
$58.1M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
77.4KNew |
$6.96M - $7.45M
|
77.4K
$7.15M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
76.9K+ 28.31% |
$6.92M - $7.4M
|
348K
$32.2M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
74.7K+ 101.28% |
$6.72M - $7.19M
|
148K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
65.3K+ 34.23% |
$5.88M - $6.29M
|
256K
$23.7M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
58.5K+ 5.42% |
$5.27M - $5.64M
|
1.14M
$105M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
57.8KNew |
$5.21M - $5.57M
|
57.8K
$5.34M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
55.9K+ 19.61% |
$5.04M - $5.39M
|
341K
$31.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.1K+ 2.69% |
$4.78M - $5.11M
|
2.03M
$188M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
52.1K+ 39.7% |
$4.69M - $5.01M
|
183K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.2K+ 151.34% |
$3.8M - $4.06M
|
70.1K
$6.47M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.4K+ 248.04% |
$3.72M - $3.98M
|
58K
$5.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
39.8K+ 16.48% |
$3.58M - $3.83M
|
281K
$26M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
36KNew |
$3.24M - $3.47M
|
36K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
34.8KNew |
$3.14M - $3.36M
|
34.8K
$3.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
34K+ 39.71% |
$3.06M - $3.28M
|
120K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
33K+ 5.73% |
$2.97M - $3.18M
|
609K
$56.3M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
30.8KNew |
$2.77M - $2.96M
|
30.8K
$2.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.4K+ 11.58% |
$2.64M - $2.83M
|
283K
$26.2M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
26.4K+ 2.68% |
$2.38M - $2.55M
|
1.01M
$93.6M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
22.9KNew |
$2.06M - $2.21M
|
22.9K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
21.5K+ 172.66% |
$1.93M - $2.07M
|
33.9K
$3.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
20.6K+ 6.56% |
$1.85M - $1.98M
|
334K
$30.9M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20.1K+ 251700.0% |
$1.81M - $1.94M
|
20.1K
$1.86M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
19.4K+ 9128.77% |
$1.74M - $1.86M
|
19.6K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
18.6K+ 59.66% |
$1.68M - $1.79M
|
49.9K
$4.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
17.9KNew |
$1.61M - $1.72M
|
17.9K
$1.65M
|