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
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
602New |
$54.2K - $58K
|
602
$55.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
595+ 14.54% |
$53.6K - $57.3K
|
4.69K
$433K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
532+ 9.97% |
$47.9K - $51.2K
|
5.87K
$542K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
525+ 10.02% |
$47.3K - $50.6K
|
5.76K
$532K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
482+ 10.45% |
$43.4K - $46.4K
|
5.09K
$470K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
478+ 20.0% |
$43K - $46K
|
2.87K
$265K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
465+ 0.45% |
$41.9K - $44.8K
|
103K
$9.55M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
451+ 59.97% |
$40.6K - $43.4K
|
1.2K
$111K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
442New |
$39.8K - $42.6K
|
442
$40.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
428New |
$38.5K - $41.2K
|
428
$39.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
427+ 0.29% |
$38.4K - $41.1K
|
148K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
423+ 3.33% |
$38.1K - $40.7K
|
13.1K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
420+ 0.84% |
$37.8K - $40.5K
|
50.6K
$4.67M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
406+ 0.45% |
$36.5K - $39.1K
|
91.1K
$8.41M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
403+ 6.24% |
$36.3K - $38.8K
|
6.86K
$634K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
378+ 8.21% |
$34K - $36.4K
|
4.98K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
377+ 6.24% |
$33.9K - $36.3K
|
6.42K
$593K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
373+ 0.62% |
$33.6K - $35.9K
|
60.9K
$5.63M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
361+ 1.87% |
$32.5K - $34.8K
|
19.7K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
347+ 0.4% |
$31.2K - $33.4K
|
87.6K
$8.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
346+ 13.2% |
$31.1K - $33.3K
|
2.97K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
343+ 571.67% |
$30.9K - $33K
|
403
$37.2K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
337+ 3.63% |
$30.3K - $32.5K
|
9.61K
$888K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
337+ 1.34% |
$30.3K - $32.5K
|
25.4K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
321+ 1.35% |
$28.9K - $30.9K
|
24.2K
$2.23M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
315+ 0.01% |
$28.4K - $30.3K
|
2.77M
$256M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
303+ 25.88% |
$27.3K - $29.2K
|
1.47K
$136K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
299+ 20.52% |
$26.9K - $28.8K
|
1.76K
$162K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
284New |
$25.6K - $27.4K
|
284
$26.2K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
280+ 2.86% |
$25.2K - $27K
|
10.1K
$932K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
271+ 4.06% |
$24.4K - $26.1K
|
6.94K
$641K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
263+ 2.95% |
$23.7K - $25.3K
|
9.19K
$849K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
257+ 1.07% |
$23.1K - $24.8K
|
24.2K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
249+ 21.94% |
$22.4K - $24K
|
1.38K
$128K
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
243+ 2.27% |
$21.9K - $23.4K
|
10.9K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
240New |
$21.6K - $23.1K
|
240
$22.2K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
234+ 6.57% |
$21.1K - $22.5K
|
3.8K
$351K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
230+ 0.58% |
$20.7K - $22.2K
|
39.8K
$3.68M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
221New |
$19.9K - $21.3K
|
221
$20.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
221+ 0.28% |
$19.9K - $21.3K
|
79.8K
$7.37M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
216New |
$19.4K - $20.8K
|
216
$20K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
214+ 3.75% |
$19.3K - $20.6K
|
5.93K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
200+ 3.07% |
$18K - $19.3K
|
6.72K
$621K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200+ 31.3% |
$18K - $19.3K
|
839
$77.5K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
196+ 2.01% |
$17.6K - $18.9K
|
9.95K
$919K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
192+ 22.33% |
$17.3K - $18.5K
|
1.05K
$97.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
191+ 0.04% |
$17.2K - $18.4K
|
516K
$47.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
191+ 2.16% |
$17.2K - $18.4K
|
9.03K
$834K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
188+ 7.06% |
$16.9K - $18.1K
|
2.85K
$263K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
187+ 6.71% |
$16.8K - $18K
|
2.97K
$275K
|