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 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
27+ 0.43% |
$2.43K - $2.6K
|
6.33K
$585K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.39% |
$2.34K - $2.5K
|
6.64K
$613K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25+ 58.14% |
$2.25K - $2.41K
|
68
$6.28K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
24+ 0.41% |
$2.16K - $2.31K
|
5.89K
$544K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
24New |
$2.16K - $2.31K
|
24
$2.22K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
24+ 0.79% |
$2.16K - $2.31K
|
3.07K
$283K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
22+ 0.3% |
$1.98K - $2.12K
|
7.36K
$680K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
21+ 0.37% |
$1.89K - $2.02K
|
5.65K
$522K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
21+ 0.28% |
$1.89K - $2.02K
|
7.52K
$695K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
17New |
$1.53K - $1.64K
|
17
$1.57K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
15+ 0.39% |
$1.35K - $1.44K
|
3.84K
$354K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14+ 0.2% |
$1.26K - $1.35K
|
7.09K
$655K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 29.17% |
$1.26K - $1.35K
|
62
$5.73K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
11+ 0.04% |
$990 - $1.06K
|
25.6K
$2.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
10+ 0.37% |
$900 - $963
|
2.68K
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.4% |
$900 - $963
|
2.5K
$231K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
9+ 0.38% |
$810 - $867
|
2.4K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
9+ 0.29% |
$810 - $867
|
3.11K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.37% |
$810 - $867
|
2.46K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
8+ 0.23% |
$720 - $771
|
3.56K
$329K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 0.4% |
$630 - $674
|
1.75K
$162K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
7New |
$630 - $674
|
7
$647
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
7+ 0.41% |
$630 - $674
|
1.72K
$159K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6+ 0.05% |
$540 - $578
|
11.4K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
6+ 0.01% |
$540 - $578
|
50.2K
$4.63M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6+ 0.05% |
$540 - $578
|
13.2K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5+ 0.1% |
$450 - $482
|
5.19K
$479K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 0.14% |
$450 - $482
|
3.47K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5+ 0.98% |
$450 - $482
|
514
$47.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 0.42% |
$360 - $385
|
950
$87.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.38% |
$270 - $289
|
801
$74K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$270 - $289
|
9.87K
$912K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2+ 0.05% |
$180 - $193
|
4.34K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2+ 0.08% |
$180 - $193
|
2.63K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.26% |
$180 - $193
|
776
$71.7K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.4% |
$180 - $193
|
497
$45.9K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.45% |
$90 - $96.3
|
225
$20.8K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.02% |
$90 - $96.3
|
5.88K
$543K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1+ 0.04% |
$90 - $96.3
|
2.73K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.44% |
$90 - $96.3
|
227
$21K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$90 - $96.3
|
4.91K
$453K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.03% |
$90 - $96.3
|
3.12K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-1- 0.04% |
$90 - $96.3
|
2.58K
$238K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4- 0.13% |
$360 - $385
|
3.11K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4- 0.09% |
$360 - $385
|
4.42K
$408K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-6- 0.14% |
$540 - $578
|
4.24K
$391K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-7- 0.02% |
$630 - $674
|
33.4K
$3.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-9- 0.39% |
$810 - $867
|
2.28K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-13- 86.67% |
$1.17K - $1.25K
|
2
$185
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-15- 4.25% |
$1.35K - $1.44K
|
338
$31.2K
|