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 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 2.83% |
$169K - $181K
|
68.4K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.73K+ 20.73% |
$155K - $166K
|
10K
$928K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 26.47% |
$155K - $165K
|
8.2K
$758K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.71K+ 10.99% |
$153K - $164K
|
17.2K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.69K+ 27.66% |
$152K - $163K
|
7.81K
$721K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.69K+ 9.38% |
$152K - $163K
|
19.7K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.65K+ 28.03% |
$149K - $159K
|
7.55K
$697K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.65K+ 94.83% |
$149K - $159K
|
3.39K
$313K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.61K+ 14.73% |
$145K - $155K
|
12.6K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.55K+ 8.95% |
$140K - $150K
|
18.9K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 14.52% |
$137K - $146K
|
12K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.51K+ 0.37% |
$136K - $146K
|
408K
$37.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.5K+ 2.86% |
$135K - $144K
|
53.8K
$4.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.49K+ 138.88% |
$134K - $143K
|
2.56K
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.45K+ 3.59% |
$130K - $139K
|
41.7K
$3.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.35K+ 0.85% |
$122K - $130K
|
160K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.33KNew |
$119K - $128K
|
1.33K
$122K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 1.09% |
$118K - $126K
|
121K
$11.2M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.23KNew |
$111K - $118K
|
1.23K
$114K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
1.21K+ 14.94% |
$109K - $116K
|
9.3K
$859K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 3.51% |
$108K - $115K
|
35.3K
$3.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.16K+ 26.42% |
$104K - $112K
|
5.55K
$512K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.07K+ 316.32% |
$95.9K - $103K
|
1.4K
$130K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.06KNew |
$95.8K - $102K
|
1.06K
$98.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.06K+ 42.14% |
$95.6K - $102K
|
3.58K
$331K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.06K+ 4.48% |
$95.5K - $102K
|
24.8K
$2.29M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
953New |
$85.8K - $91.8K
|
953
$88K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
940+ 27.58% |
$84.6K - $90.5K
|
4.35K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
937+ 1.17% |
$84.3K - $90.3K
|
80.8K
$7.47M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
923New |
$83.1K - $88.9K
|
923
$85.3K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
888+ 1153.25% |
$79.9K - $85.5K
|
965
$89.1K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
888+ 12.84% |
$79.9K - $85.5K
|
7.8K
$721K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
845+ 29.62% |
$76.1K - $81.4K
|
3.7K
$342K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
845+ 16.8% |
$76.1K - $81.4K
|
5.88K
$543K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
821+ 3.2% |
$73.9K - $79.1K
|
26.5K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
806New |
$72.5K - $77.6K
|
806
$74.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
804+ 3.54% |
$72.4K - $77.4K
|
23.5K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
794+ 0.79% |
$71.5K - $76.5K
|
101K
$9.35M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
790+ 14.52% |
$71.1K - $76.1K
|
6.23K
$576K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
784+ 2.82% |
$70.6K - $75.5K
|
28.6K
$2.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
752+ 26.31% |
$67.7K - $72.4K
|
3.61K
$333K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
711New |
$64K - $68.5K
|
711
$65.7K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
696New |
$62.6K - $67K
|
696
$64.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
693+ 0.58% |
$62.4K - $66.7K
|
120K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
686+ 40.81% |
$61.7K - $66.1K
|
2.37K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
670+ 34.45% |
$60.3K - $64.5K
|
2.62K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
631+ 2.91% |
$56.8K - $60.8K
|
22.3K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
616+ 12.87% |
$55.4K - $59.3K
|
5.4K
$499K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
613New |
$55.2K - $59K
|
613
$56.6K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
604+ 19.77% |
$54.4K - $58.2K
|
3.66K
$338K
|