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 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-47.2K- 11.3% |
$4.25M - $4.55M
|
371K
$36.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-53.1K- 48.74% |
$4.78M - $5.12M
|
55.9K
$5.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-55.6K- 73.25% |
$5.01M - $5.36M
|
20.3K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-58.9K- 55.7% |
$5.3M - $5.67M
|
46.8K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-64.6K- 26.03% |
$5.82M - $6.22M
|
184K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74.3K- 0.8% |
$6.69M - $7.16M
|
9.18M
$909M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-98.4K- 86.96% |
$8.86M - $9.48M
|
14.8K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-123K- 26.06% |
$11.1M - $11.9M
|
350K
$34.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-137K- 52.62% |
$12.3M - $13.2M
|
123K
$12.2M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-178K- 99.39% |
$16M - $17.1M
|
1.09K
$107K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-187K- 70.92% |
$16.8M - $18M
|
76.6K
$7.59M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-273K- 98.34% |
$24.5M - $26.3M
|
4.6K
$455K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-276K- 97.08% |
$24.9M - $26.6M
|
8.32K
$824K
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-840K- 62.05% |
$75.6M - $80.9M
|
514K
$50.9M
|