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 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-733- 21.22% |
$66K - $70.6K
|
2.72K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-781- 4.5% |
$70.3K - $75.2K
|
16.6K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-813- 5.76% |
$73.2K - $78.3K
|
13.3K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-822- 3.69% |
$74K - $79.2K
|
21.5K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-836- 8.71% |
$75.2K - $80.5K
|
8.77K
$810K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-841- 1.44% |
$75.7K - $81K
|
57.4K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-857- 12.81% |
$77.1K - $82.5K
|
5.83K
$539K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-927- 2.79% |
$83.4K - $89.3K
|
32.3K
$2.98M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-989- 27.76% |
$89K - $95.3K
|
2.57K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.04K- 1.33% |
$93.9K - $100K
|
77.2K
$7.13M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.05K- 1.38% |
$94.1K - $101K
|
74.7K
$6.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.09K- 6.61% |
$98K - $105K
|
15.4K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.11K- 20.76% |
$99.9K - $107K
|
4.24K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.12K- 2.9% |
$100K - $107K
|
37.3K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-1.28K- 58.68% |
$115K - $123K
|
900
$83.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.29K- 54.66% |
$116K - $124K
|
1.07K
$98.8K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.39K- 14.62% |
$125K - $134K
|
8.13K
$751K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.48K- 10.0% |
$133K - $142K
|
13.3K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.48K- 5.28% |
$133K - $143K
|
26.6K
$2.45M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.49K- 24.15% |
$134K - $143K
|
4.67K
$431K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.5K- 58.84% |
$135K - $145K
|
1.05K
$97.2K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.53K- 1.15% |
$138K - $148K
|
132K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.57K- 1.17% |
$141K - $151K
|
133K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.62K- 42.36% |
$146K - $156K
|
2.21K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.65K- 2.91% |
$148K - $159K
|
55K
$5.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-1.65K- 2.18% |
$148K - $159K
|
74K
$6.83M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.68K- 0.46% |
$151K - $161K
|
362K
$33.4M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.71K- 14.3% |
$154K - $165K
|
10.3K
$947K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.74K- 1.38% |
$156K - $167K
|
124K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.85K- 24.07% |
$167K - $178K
|
5.84K
$540K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.9K- 5.13% |
$171K - $183K
|
35.1K
$3.24M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-2K- 1.76% |
$180K - $192K
|
111K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.12K- 96.84% |
$191K - $204K
|
69
$6.37K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.13K- 0.32% |
$191K - $205K
|
669K
$61.8M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.15K- 29.13% |
$193K - $207K
|
5.22K
$482K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.33K- 5.96% |
$210K - $224K
|
36.7K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.34K- 11.19% |
$210K - $225K
|
18.5K
$1.71M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.37K- 8.37% |
$213K - $228K
|
25.9K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.37K- 1.95% |
$214K - $229K
|
119K
$11M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.39K- 9.58% |
$215K - $230K
|
22.6K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.44K- 2.51% |
$220K - $235K
|
94.7K
$8.75M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.45K- 5.73% |
$220K - $236K
|
40.3K
$3.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.61K- 1.23% |
$235K - $251K
|
210K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.68KClosed |
$241K - $258K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.68K- 4.4% |
$241K - $258K
|
58.3K
$5.39M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.84K- 16.54% |
$256K - $274K
|
14.3K
$1.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.95K- 12.29% |
$266K - $284K
|
21.1K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.05K- 32.53% |
$275K - $294K
|
6.33K
$584K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.35K- 46.79% |
$301K - $322K
|
3.8K
$351K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.36K- 7.21% |
$302K - $323K
|
43.2K
$3.99M
|