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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
2.24M+ 9159.0% |
$206M - $224M
|
2.27M
$216M
|
|
|
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
$247M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
192K+ 270.77% |
$17.7M - $19.2M
|
263K
$25.1M
|
|
|
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
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
90.6K+ 181.58% |
$8.33M - $9.06M
|
140K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
54K+ 20.78% |
$4.96M - $5.4M
|
314K
$29.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
52.1K+ 41.54% |
$4.79M - $5.21M
|
177K
$16.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
40.9K+ 22.69% |
$3.76M - $4.09M
|
221K
$21.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
40.2K+ 92.73% |
$3.69M - $4.02M
|
83.5K
$7.96M
|
|
|
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
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
22.3K+ 3.2% |
$2.05M - $2.23M
|
721K
$68.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
20.4K+ 3.68% |
$1.88M - $2.04M
|
576K
$54.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
20.4KNew |
$1.88M - $2.04M
|
20.4K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
20.4KNew |
$1.87M - $2.04M
|
20.4K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
15.5K+ 4.48% |
$1.42M - $1.55M
|
361K
$34.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.5K+ 4.5% |
$1.33M - $1.45M
|
337K
$32.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
13.8K+ 3.52% |
$1.27M - $1.38M
|
406K
$38.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
13.6KNew |
$1.25M - $1.36M
|
13.6K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.9KNew |
$1.09M - $1.19M
|
11.9K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.6KNew |
$1.06M - $1.16M
|
11.6K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
11.1K+ 8.68% |
$1.02M - $1.11M
|
138K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10.4K+ 3.06% |
$960K - $1.04M
|
352K
$33.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.04KNew |
$831K - $904K
|
9.04K
$862K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.86K+ 14.68% |
$815K - $886K
|
69.2K
$6.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.84K+ 1.54% |
$721K - $784K
|
516K
$49.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
7.5KNew |
$690K - $750K
|
7.5K
$715K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.23K+ 333.16% |
$665K - $723K
|
9.4K
$897K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.6KNew |
$607K - $660K
|
6.6K
$629K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.07KNew |
$558K - $607K
|
6.07K
$578K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.54K+ 11.86% |
$509K - $554K
|
52.2K
$4.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.44KNew |
$500K - $544K
|
5.44K
$519K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.07K+ 1.94% |
$466K - $507K
|
266K
$25.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5K+ 2.41% |
$459K - $500K
|
212K
$20.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.44K+ 15.58% |
$408K - $444K
|
33K
$3.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.77K+ 4.6% |
$346K - $377K
|
85.7K
$8.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.76KNew |
$346K - $376K
|
3.76K
$358K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.6K+ 61.06% |
$331K - $360K
|
9.49K
$905K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.57KNew |
$329K - $357K
|
3.57K
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.55K+ 4.08% |
$326K - $355K
|
90.4K
$8.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.45KNew |
$318K - $345K
|
3.45K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.27K+ 2.11% |
$301K - $327K
|
158K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
3.23K+ 14.79% |
$297K - $323K
|
25.1K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.23KNew |
$297K - $323K
|
3.23K
$308K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.09K+ 99.01% |
$284K - $309K
|
6.22K
$593K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 4.79% |
$279K - $304K
|
66.5K
$6.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.96KNew |
$272K - $296K
|
2.96K
$282K
|