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
|
Signature Securities Group Corporation
|
BUY
|
- |
21+ 0.37% |
$1.89K - $2.02K
|
5.65K
$484K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 29.17% |
$1.26K - $1.35K
|
62
$5.32K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
7New |
$630 - $674
|
7
$600
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 0.4% |
$630 - $674
|
1.75K
$150K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5+ 0.1% |
$450 - $482
|
5.19K
$445K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$90 - $96.3
|
4.91K
$421K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-6- 0.14% |
$540 - $578
|
4.24K
$363K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.77% |
$2.25K - $2.41K
|
3.23K
$277K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-28- 4.12% |
$2.52K - $2.7K
|
651
$55.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-38- 8.54% |
$3.42K - $3.66K
|
407
$34.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-39- 28.06% |
$3.51K - $3.76K
|
100
$8.58K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.42% |
$3.6K - $3.85K
|
2.78K
$238K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-41- 1.38% |
$3.69K - $3.95K
|
2.92K
$251K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-60- 0.9% |
$5.4K - $5.78K
|
6.63K
$569K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-78- 1.58% |
$7.02K - $7.51K
|
4.87K
$418K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-101- 2.15% |
$9.09K - $9.73K
|
4.6K
$395K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-164- 1.11% |
$14.8K - $15.8K
|
14.6K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-170- 2.27% |
$15.3K - $16.4K
|
7.33K
$629K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-185- 5.48% |
$16.7K - $17.8K
|
3.19K
$274K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-201- 3.31% |
$18.1K - $19.4K
|
5.87K
$503K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-210- 5.86% |
$18.9K - $20.2K
|
3.37K
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-300- 5.77% |
$27K - $28.9K
|
4.9K
$420K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-338- 78.79% |
$30.4K - $32.6K
|
91
$7.81K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-432- 2.79% |
$38.9K - $41.6K
|
15K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-581- 18.21% |
$52.3K - $56K
|
2.61K
$224K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-605- 20.47% |
$54.5K - $58.3K
|
2.35K
$202K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-630- 10.29% |
$56.7K - $60.7K
|
5.49K
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-654- 3.73% |
$58.9K - $63K
|
16.9K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-693- 0.83% |
$62.4K - $66.7K
|
82.8K
$7.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-704- 1.96% |
$63.4K - $67.8K
|
35.2K
$3.02M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-841- 1.44% |
$75.7K - $81K
|
57.4K
$4.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.29K- 54.66% |
$116K - $124K
|
1.07K
$91.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.49K- 24.15% |
$134K - $143K
|
4.67K
$401K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.62K- 42.36% |
$146K - $156K
|
2.21K
$190K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-1.65K- 2.18% |
$148K - $159K
|
74K
$6.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.61K- 1.23% |
$235K - $251K
|
210K
$18M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.95K- 12.29% |
$266K - $284K
|
21.1K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.35K- 46.79% |
$301K - $322K
|
3.8K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.83K- 5.53% |
$345K - $369K
|
65.4K
$5.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.96K- 43.78% |
$356K - $381K
|
5.08K
$436K
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-6.19K- 3.04% |
$557K - $596K
|
197K
$16.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-7.92K- 2.19% |
$713K - $763K
|
353K
$30.3M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-10.4K- 15.87% |
$940K - $1.01M
|
55.4K
$4.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-11.7K- 32.82% |
$1.06M - $1.13M
|
24K
$2.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.9K- 3.55% |
$1.52M - $1.62M
|
457K
$39.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-19.4K- 98.92% |
$1.74M - $1.86M
|
212
$18.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-55.6K- 73.25% |
$5.01M - $5.36M
|
20.3K
$1.74M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-187K- 70.92% |
$16.8M - $18M
|
76.6K
$6.57M
|