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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.7K+ 13.28% |
$1.59M - $1.7M
|
151K
$13.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
17.5KNew |
$1.58M - $1.69M
|
17.5K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
17.3K+ 271.56% |
$1.56M - $1.67M
|
23.7K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
17.3K+ 7.81% |
$1.55M - $1.66M
|
238K
$22M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
15.4K+ 11.9% |
$1.38M - $1.48M
|
144K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
14.5K+ 6.01% |
$1.3M - $1.4M
|
256K
$23.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.7K+ 2.36% |
$1.23M - $1.32M
|
594K
$54.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 29.31% |
$1.23M - $1.31M
|
60.2K
$5.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13.4K+ 6.66% |
$1.2M - $1.29M
|
214K
$19.8M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
13.3KNew |
$1.2M - $1.28M
|
13.3K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
13K+ 63.7% |
$1.17M - $1.26M
|
33.5K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$1.16M - $1.25M
|
12.9K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.8K+ 138.18% |
$1.15M - $1.24M
|
22.1K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
12.1K+ 58.13% |
$1.09M - $1.16M
|
32.9K
$3.04M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11.2K+ 7.96% |
$1.01M - $1.08M
|
152K
$14M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.9K+ 216.32% |
$983K - $1.05M
|
16K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.6K+ 200.3% |
$958K - $1.03M
|
16K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.4K+ 2.28% |
$935K - $1M
|
467K
$43.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4K+ 5.64% |
$932K - $998K
|
194K
$17.9M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
10.3KNew |
$927K - $992K
|
10.3K
$952K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.83K+ 1.72% |
$885K - $947K
|
581K
$53.7M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.69KNew |
$872K - $934K
|
9.69K
$896K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.67KNew |
$870K - $931K
|
9.67K
$893K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9.29K+ 33.55% |
$836K - $895K
|
37K
$3.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
9.21K+ 3.46% |
$829K - $887K
|
276K
$25.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.08K+ 6.77% |
$817K - $874K
|
143K
$13.2M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.66K+ 129.05% |
$779K - $834K
|
15.4K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
8.29K+ 3.65% |
$746K - $798K
|
236K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8K+ 9.68% |
$720K - $771K
|
90.7K
$8.38M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8K+ 5.84% |
$720K - $771K
|
145K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.7K+ 22.82% |
$693K - $742K
|
41.4K
$3.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
7.19K+ 2.73% |
$647K - $693K
|
270K
$25M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
7.1K+ 5.02% |
$639K - $684K
|
148K
$13.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.03K+ 5.99% |
$632K - $677K
|
124K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.89K+ 13.19% |
$620K - $664K
|
59.1K
$5.46M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.85KNew |
$617K - $660K
|
6.85K
$633K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
6.84K+ 5.1% |
$616K - $659K
|
141K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.49K+ 1.59% |
$584K - $625K
|
414K
$38.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.26K+ 3.52% |
$564K - $603K
|
184K
$17M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.84KNew |
$525K - $562K
|
5.84K
$539K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.75K+ 5.03% |
$517K - $553K
|
120K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.68K+ 47.13% |
$512K - $547K
|
17.7K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.62K+ 16.43% |
$506K - $541K
|
39.8K
$3.68M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.48K+ 1.79% |
$494K - $528K
|
311K
$28.7M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.38K+ 27.46% |
$484K - $518K
|
25K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.32K+ 8.65% |
$479K - $513K
|
66.9K
$6.18M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.23K+ 3.37% |
$471K - $504K
|
161K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.01K+ 8.03% |
$451K - $482K
|
67.4K
$6.22M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.94KNew |
$445K - $476K
|
4.94K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.93K+ 74.77% |
$444K - $475K
|
11.5K
$1.07M
|