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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.51K+ 0.34% |
$406K - $434K
|
1.32M
$122M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
4.38K+ 1.56% |
$394K - $422K
|
286K
$26.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
4.17K+ 0.93% |
$375K - $401K
|
450K
$41.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.16K+ 3.0% |
$374K - $400K
|
143K
$13.2M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.1K+ 19.66% |
$369K - $395K
|
25K
$2.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
4.07KNew |
$367K - $392K
|
4.07K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.07K+ 5.06% |
$366K - $392K
|
84.4K
$7.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.03K+ 12.24% |
$363K - $388K
|
37K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
4.01K+ 15.98% |
$361K - $386K
|
29.1K
$2.69M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.97K+ 36.43% |
$357K - $383K
|
14.9K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.91K+ 10.72% |
$352K - $376K
|
40.3K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.9KNew |
$351K - $376K
|
3.9K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.86KNew |
$347K - $372K
|
3.86K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.83KNew |
$344K - $369K
|
3.83K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.79K+ 2.95% |
$341K - $365K
|
132K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.77KNew |
$339K - $363K
|
3.77K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.6KNew |
$324K - $346K
|
3.6K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.52K+ 98.49% |
$317K - $339K
|
7.09K
$655K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.44K+ 6.63% |
$310K - $331K
|
55.3K
$5.11M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.34K+ 2.0% |
$301K - $322K
|
170K
$15.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.31K+ 5.95% |
$298K - $319K
|
59K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.12KNew |
$281K - $301K
|
3.12K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.11KNew |
$280K - $300K
|
3.11K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.08K+ 0.86% |
$278K - $297K
|
362K
$33.4M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.08K+ 87.01% |
$277K - $297K
|
6.62K
$612K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.06KNew |
$276K - $295K
|
3.06K
$283K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.97K+ 1.49% |
$268K - $286K
|
202K
$18.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.95K+ 3.0% |
$265K - $284K
|
101K
$9.35M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.77K+ 1.75% |
$249K - $267K
|
161K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.76K+ 0.2% |
$249K - $266K
|
1.42M
$131M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.73K+ 14.87% |
$245K - $263K
|
21.1K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.67KNew |
$240K - $257K
|
2.67K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.58K+ 6.62% |
$232K - $248K
|
41.5K
$3.83M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.56K+ 0.73% |
$231K - $247K
|
354K
$32.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2.56K+ 12.52% |
$230K - $246K
|
23K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.5K+ 0.91% |
$225K - $241K
|
277K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.44KNew |
$220K - $235K
|
2.44K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.38K+ 24.93% |
$214K - $229K
|
11.9K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
2.35KNew |
$211K - $226K
|
2.35K
$217K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.25K+ 3.23% |
$203K - $217K
|
72K
$6.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.18KNew |
$196K - $210K
|
2.18K
$201K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2.17K+ 1.52% |
$195K - $209K
|
144K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.07K+ 297.41% |
$186K - $199K
|
2.77K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.95K+ 0.75% |
$175K - $187K
|
262K
$24.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.94K+ 40.48% |
$175K - $187K
|
6.75K
$623K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.93K+ 4.41% |
$174K - $186K
|
45.7K
$4.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.92K+ 21.54% |
$172K - $184K
|
10.8K
$998K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.91K+ 1.69% |
$172K - $184K
|
115K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.9K+ 17.92% |
$171K - $183K
|
12.5K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 3.16% |
$171K - $183K
|
61.8K
$5.71M
|