Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.01M+ 9.17% |
$553M - $602M
|
71.6M
$6.82B
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
2.24M+ 9159.0% |
$206M - $224M
|
2.27M
$216M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.41MNew |
$130M - $141M
|
1.41M
$135M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
619K+ 7.17% |
$57M - $62M
|
9.25M
$882M
|
|
|
Feb 14, 2025
Q4 2024
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
490K+ 56.71% |
$45.1M - $49M
|
1.35M
$129M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
469K+ 3.52% |
$43.2M - $47M
|
13.8M
$1.32B
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
423K+ 10.88% |
$38.9M - $42.3M
|
4.31M
$410M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
396K+ 13.8% |
$36.4M - $39.6M
|
3.27M
$311M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
265K+ 11.42% |
$24.4M - $26.5M
|
2.59M
$246M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
234KNew |
$21.6M - $23.4M
|
234K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
212K+ 359.46% |
$19.5M - $21.2M
|
271K
$25.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
204K+ 4.86% |
$18.8M - $20.4M
|
4.41M
$420M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
192K+ 270.77% |
$17.7M - $19.2M
|
263K
$25.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
187KNew |
$17.2M - $18.7M
|
187K
$17.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
161KNew |
$14.8M - $16.1M
|
161K
$15.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
161K+ 81.09% |
$14.8M - $16.1M
|
359K
$34.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
158K+ 153.3% |
$14.5M - $15.8M
|
260K
$24.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
138K+ 31.1% |
$12.7M - $13.8M
|
580K
$55.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
134KNew |
$12.3M - $13.4M
|
134K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
131KNew |
$12.1M - $13.1M
|
131K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
114K+ 6.14% |
$10.5M - $11.4M
|
1.98M
$188M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
109KNew |
$10M - $10.9M
|
109K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
106KNew |
$9.72M - $10.6M
|
106K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
98.2K+ 658.0% |
$9.03M - $9.83M
|
113K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
97.9K+ 9.47% |
$9M - $9.79M
|
1.13M
$108M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
90.6K+ 181.58% |
$8.33M - $9.06M
|
140K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.5K+ 6.52% |
$7.4M - $8.05M
|
1.31M
$125M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.8K+ 5.28% |
$7.07M - $7.69M
|
1.53M
$146M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
76.3K+ 324.79% |
$7.02M - $7.64M
|
99.8K
$9.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
71.8K+ 14.97% |
$6.6M - $7.18M
|
551K
$52.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
69.7KNew |
$6.41M - $6.97M
|
69.7K
$6.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
64.6K+ 35.18% |
$5.94M - $6.46M
|
248K
$23.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
57.2KNew |
$5.26M - $5.72M
|
57.2K
$5.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
54K+ 20.78% |
$4.96M - $5.4M
|
314K
$29.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
52.8K+ 252.16% |
$4.85M - $5.28M
|
73.7K
$7.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
52.1K+ 41.54% |
$4.79M - $5.21M
|
177K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
47.1K+ 5.65% |
$4.33M - $4.72M
|
881K
$84M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
46.9KNew |
$4.31M - $4.69M
|
46.9K
$4.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
44K+ 25.11% |
$4.05M - $4.4M
|
219K
$20.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
40.9K+ 22.69% |
$3.76M - $4.09M
|
221K
$21.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
40.3K+ 152.94% |
$3.71M - $4.03M
|
66.7K
$6.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
40.2K+ 92.73% |
$3.69M - $4.02M
|
83.5K
$7.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.7K+ 10.54% |
$3.29M - $3.57M
|
375K
$35.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
35.3K+ 338.19% |
$3.24M - $3.53M
|
45.7K
$4.36M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
29K+ 288.57% |
$2.67M - $2.9M
|
39.1K
$3.72M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
25.6KNew |
$2.36M - $2.56M
|
25.6K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.3K+ 17.62% |
$2.32M - $2.53M
|
169K
$16.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
25.1KNew |
$2.3M - $2.51M
|
25.1K
$2.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
23.7KNew |
$2.18M - $2.37M
|
23.7K
$2.26M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
22.3K+ 3.2% |
$2.05M - $2.23M
|
721K
$68.7M
|