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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.36K- 3.04% |
$302K - $324K
|
107K
$9.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.83K- 5.53% |
$345K - $369K
|
65.4K
$6.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.91K- 6.52% |
$352K - $377K
|
56.1K
$5.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.96K- 43.78% |
$356K - $381K
|
5.08K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.45K- 98.78% |
$400K - $428K
|
55
$5.08K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.59K- 8.64% |
$413K - $442K
|
48.5K
$4.48M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-4.91K- 62.25% |
$442K - $473K
|
2.98K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.93K- 51.95% |
$444K - $475K
|
4.56K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.07K- 9.29% |
$456K - $488K
|
49.5K
$4.57M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-5.43K- 13.02% |
$488K - $523K
|
36.2K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.55K- 4.59% |
$500K - $535K
|
115K
$10.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-5.64K- 9.83% |
$507K - $543K
|
51.7K
$4.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-6.19K- 3.04% |
$557K - $596K
|
197K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-6.2K- 50.31% |
$558K - $597K
|
6.12K
$566K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.25K- 6.08% |
$653K - $699K
|
112K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-7.9K- 13.11% |
$711K - $761K
|
52.4K
$4.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-7.92K- 2.19% |
$713K - $763K
|
353K
$32.6M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-8.09K- 13.68% |
$728K - $779K
|
51K
$4.71M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.31K- 7.25% |
$748K - $801K
|
106K
$9.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.86K- 4.86% |
$797K - $853K
|
173K
$16M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-9.2K- 1.32% |
$828K - $886K
|
687K
$63.5M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-10.4K- 15.87% |
$940K - $1.01M
|
55.4K
$5.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.5K- 7.88% |
$947K - $1.01M
|
123K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-10.5K- 8.9% |
$949K - $1.02M
|
108K
$9.97M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11K- 32.7% |
$988K - $1.06M
|
22.6K
$2.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-11.7K- 32.82% |
$1.06M - $1.13M
|
24K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-16.6K- 36.3% |
$1.49M - $1.6M
|
29.1K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-16.6K- 24.72% |
$1.5M - $1.6M
|
50.7K
$4.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.9K- 3.55% |
$1.52M - $1.62M
|
457K
$42.2M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-17.1K- 12.44% |
$1.54M - $1.65M
|
120K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-17.1K- 15.21% |
$1.54M - $1.65M
|
95.4K
$8.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-19.4K- 98.92% |
$1.74M - $1.86M
|
212
$19.6K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-21.9K- 16.07% |
$1.97M - $2.11M
|
114K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-22.3K- 29.83% |
$2.01M - $2.15M
|
52.5K
$4.85M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-22.7K- 1.38% |
$2.04M - $2.18M
|
1.62M
$150M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-23.4K- 65.54% |
$2.1M - $2.25M
|
12.3K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-24.6K- 11.02% |
$2.21M - $2.37M
|
198K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.5K- 15.12% |
$2.3M - $2.46M
|
143K
$13.2M
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-36.7K- 54.96% |
$3.3M - $3.53M
|
30K
$2.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-39.9K- 22.47% |
$3.59M - $3.84M
|
138K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-47.2K- 11.3% |
$4.25M - $4.55M
|
371K
$34.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-53.1K- 48.74% |
$4.78M - $5.12M
|
55.9K
$5.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-55.6K- 73.25% |
$5.01M - $5.36M
|
20.3K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-58.9K- 55.7% |
$5.3M - $5.67M
|
46.8K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-64.6K- 26.03% |
$5.82M - $6.22M
|
184K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74.3K- 0.8% |
$6.69M - $7.16M
|
9.18M
$848M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-98.4K- 86.96% |
$8.86M - $9.48M
|
14.8K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-123K- 26.06% |
$11.1M - $11.9M
|
350K
$32.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-137K- 52.62% |
$12.3M - $13.2M
|
123K
$11.4M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-178K- 99.39% |
$16M - $17.1M
|
1.09K
$100K
|