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 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
606K+ 33.63% |
$54.6M - $58.4M
|
2.41M
$207M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
261K+ 7.99% |
$23.5M - $25.2M
|
3.53M
$303M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
34K+ 39.71% |
$3.06M - $3.28M
|
120K
$10.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
19.4K+ 9128.77% |
$1.74M - $1.86M
|
19.6K
$1.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
17.5KNew |
$1.58M - $1.69M
|
17.5K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 29.31% |
$1.23M - $1.31M
|
60.2K
$5.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.9K+ 216.32% |
$983K - $1.05M
|
16K
$1.37M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
7.1K+ 5.02% |
$639K - $684K
|
148K
$12.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
6.84K+ 5.1% |
$616K - $659K
|
141K
$12.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
4.38K+ 1.56% |
$394K - $422K
|
286K
$24.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.16K+ 3.0% |
$374K - $400K
|
143K
$12.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.07K+ 5.06% |
$366K - $392K
|
84.4K
$7.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.95K+ 3.0% |
$265K - $284K
|
101K
$8.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.73K+ 14.87% |
$245K - $263K
|
21.1K
$1.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.67KNew |
$240K - $257K
|
2.67K
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2.56K+ 12.52% |
$230K - $246K
|
23K
$1.97M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.25K+ 3.23% |
$203K - $217K
|
72K
$6.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.18KNew |
$196K - $210K
|
2.18K
$187K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.94K+ 40.48% |
$175K - $187K
|
6.75K
$579K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.61K+ 14.73% |
$145K - $155K
|
12.6K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 1.09% |
$118K - $126K
|
121K
$10.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 3.51% |
$108K - $115K
|
35.3K
$3.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.06K+ 4.48% |
$95.5K - $102K
|
24.8K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
752+ 26.31% |
$67.7K - $72.4K
|
3.61K
$310K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
711New |
$64K - $68.5K
|
711
$61K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
602New |
$54.2K - $58K
|
602
$51.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
595+ 14.54% |
$53.6K - $57.3K
|
4.69K
$402K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
478+ 20.0% |
$43K - $46K
|
2.87K
$246K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
465+ 0.45% |
$41.9K - $44.8K
|
103K
$8.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
428New |
$38.5K - $41.2K
|
428
$36.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
420+ 0.84% |
$37.8K - $40.5K
|
50.6K
$4.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
373+ 0.62% |
$33.6K - $35.9K
|
60.9K
$5.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
346+ 13.2% |
$31.1K - $33.3K
|
2.97K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
337+ 1.34% |
$30.3K - $32.5K
|
25.4K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
240New |
$21.6K - $23.1K
|
240
$20.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
230+ 0.58% |
$20.7K - $22.2K
|
39.8K
$3.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
192+ 22.33% |
$17.3K - $18.5K
|
1.05K
$90.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
191+ 2.16% |
$17.2K - $18.4K
|
9.03K
$774K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
143+ 0.15% |
$12.9K - $13.8K
|
95.5K
$8.19M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
118New |
$10.6K - $11.4K
|
118
$10.1K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
113+ 3.09% |
$10.2K - $10.9K
|
3.78K
$324K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
104+ 3.1% |
$9.36K - $10K
|
3.46K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
96+ 0.17% |
$8.64K - $9.25K
|
57.3K
$4.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
83+ 488.24% |
$7.47K - $7.99K
|
100
$8.58K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
76+ 0.08% |
$6.84K - $7.32K
|
91.3K
$7.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
74New |
$6.66K - $7.13K
|
74
$6.35K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
65+ 1.97% |
$5.85K - $6.26K
|
3.36K
$288K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
53+ 1.64% |
$4.77K - $5.1K
|
3.28K
$282K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
41+ 0.21% |
$3.69K - $3.95K
|
19.8K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
40+ 0.4% |
$3.6K - $3.85K
|
9.94K
$853K
|