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 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
187+ 6.71% |
$16.8K - $18K
|
2.97K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
184+ 0.74% |
$16.6K - $17.7K
|
24.9K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
180+ 18.61% |
$16.2K - $17.3K
|
1.15K
$106K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
179+ 526.47% |
$16.1K - $17.2K
|
213
$19.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
174+ 14.33% |
$15.7K - $16.8K
|
1.39K
$128K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
172+ 5.45% |
$15.5K - $16.6K
|
3.33K
$307K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
156+ 650.0% |
$14K - $15K
|
180
$16.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
155+ 1.81% |
$14K - $14.9K
|
8.7K
$804K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
143+ 0.15% |
$12.9K - $13.8K
|
95.5K
$8.82M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
128+ 4.45% |
$11.5K - $12.3K
|
3K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
118New |
$10.6K - $11.4K
|
118
$10.9K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
116+ 1.87% |
$10.4K - $11.2K
|
6.31K
$583K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
113+ 3.09% |
$10.2K - $10.9K
|
3.78K
$349K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
110+ 157.14% |
$9.9K - $10.6K
|
180
$16.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
104+ 3.1% |
$9.36K - $10K
|
3.46K
$320K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
98+ 17.5% |
$8.82K - $9.44K
|
658
$60.8K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
98+ 0.4% |
$8.82K - $9.44K
|
24.7K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
98+ 0.74% |
$8.82K - $9.44K
|
13.3K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
96+ 0.17% |
$8.64K - $9.25K
|
57.3K
$5.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
93+ 3.64% |
$8.37K - $8.96K
|
2.65K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
83+ 488.24% |
$7.47K - $7.99K
|
100
$9.24K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
82New |
$7.38K - $7.9K
|
82
$7.58K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
80+ 1.5% |
$7.2K - $7.71K
|
5.41K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
80+ 0.37% |
$7.2K - $7.71K
|
21.8K
$2.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
78+ 0.13% |
$7.02K - $7.51K
|
61.7K
$5.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
78+ 3.26% |
$7.02K - $7.51K
|
2.47K
$228K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
78New |
$7.02K - $7.51K
|
78
$7.21K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
76+ 0.08% |
$6.84K - $7.32K
|
91.3K
$8.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
74New |
$6.66K - $7.13K
|
74
$6.84K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
73New |
$6.57K - $7.03K
|
73
$6.74K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
72+ 2.49% |
$6.48K - $6.94K
|
2.96K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
71+ 7.01% |
$6.39K - $6.84K
|
1.08K
$100K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
67New |
$6.03K - $6.45K
|
67
$6.19K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
65+ 1.97% |
$5.85K - $6.26K
|
3.36K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
64+ 3.08% |
$5.76K - $6.16K
|
2.15K
$198K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
56New |
$5.04K - $5.39K
|
56
$5.17K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
53+ 1.64% |
$4.77K - $5.1K
|
3.28K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
51+ 1.78% |
$4.59K - $4.91K
|
2.91K
$269K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
49+ 0.4% |
$4.41K - $4.72K
|
12.4K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
41+ 0.21% |
$3.69K - $3.95K
|
19.8K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 80.0% |
$3.6K - $3.85K
|
90
$8.31K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
40New |
$3.6K - $3.85K
|
40
$3.7K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
40+ 0.05% |
$3.6K - $3.85K
|
86.1K
$7.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
40+ 0.4% |
$3.6K - $3.85K
|
9.94K
$918K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
39+ 2.68% |
$3.51K - $3.76K
|
1.49K
$138K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
37+ 1.61% |
$3.33K - $3.56K
|
2.34K
$216K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
34+ 0.15% |
$3.06K - $3.27K
|
22.8K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
34+ 0.1% |
$3.06K - $3.27K
|
35.6K
$3.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
33+ 0.33% |
$2.97K - $3.18K
|
10.1K
$935K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
30+ 0.36% |
$2.7K - $2.89K
|
8.45K
$780K
|