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 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.42K- 1.75% |
$131K - $142K
|
79.9K
$7.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.52K- 41.07% |
$140K - $152K
|
2.18K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.62K- 33.01% |
$149K - $162K
|
3.29K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.66K- 5.25% |
$152K - $166K
|
29.9K
$2.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.75K- 37.74% |
$161K - $175K
|
2.89K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.78K- 1.46% |
$163K - $178K
|
120K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.09K- 47.38% |
$192K - $209K
|
2.32K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.13K- 20.3% |
$196K - $213K
|
8.38K
$774K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.14K- 34.78% |
$197K - $214K
|
4.02K
$371K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2.33K- 17.74% |
$214K - $233K
|
10.8K
$999K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-2.39K- 21.19% |
$220K - $239K
|
8.89K
$821K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.43K- 0.51% |
$223K - $243K
|
474K
$43.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-2.45K- 23.74% |
$226K - $245K
|
7.88K
$728K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-2.5K- 38.77% |
$230K - $250K
|
3.95K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.6K- 3.92% |
$239K - $260K
|
63.6K
$5.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.75K- 4.37% |
$253K - $275K
|
60.3K
$5.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-2.86K- 0.64% |
$263K - $286K
|
446K
$41.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.89K- 1.7% |
$266K - $289K
|
167K
$15.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.91K- 14.27% |
$267K - $291K
|
17.5K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.97K- 23.05% |
$273K - $297K
|
9.9K
$915K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.99K- 1.89% |
$274K - $299K
|
155K
$14.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.03K- 7.11% |
$279K - $303K
|
39.6K
$3.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.2K- 2.27% |
$294K - $320K
|
138K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.21K- 1.43% |
$295K - $321K
|
221K
$20.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-3.23K- 0.88% |
$297K - $323K
|
364K
$33.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.34K- 9.08% |
$307K - $334K
|
33.4K
$3.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.56K- 41.35% |
$327K - $356K
|
5.05K
$467K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.01K- 7.01% |
$368K - $401K
|
53.1K
$4.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-4.25K- 25.66% |
$391K - $425K
|
12.3K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.36K- 15.87% |
$401K - $436K
|
23.1K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-4.73K- 31.91% |
$435K - $473K
|
10.1K
$932K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-4.9K- 44.15% |
$450K - $490K
|
6.2K
$572K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.05K- 4.07% |
$465K - $506K
|
119K
$11M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-5.16K- 0.74% |
$474K - $516K
|
696K
$64.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.39K- 30.22% |
$496K - $539K
|
12.4K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-5.44K- 13.79% |
$500K - $544K
|
34K
$3.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-5.58K- 33.74% |
$513K - $558K
|
10.9K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.88K- 4.87% |
$541K - $588K
|
115K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-7.21K- 29.56% |
$663K - $721K
|
17.2K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.41K- 65.26% |
$681K - $741K
|
3.95K
$364K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7.51K- 67.87% |
$690K - $751K
|
3.56K
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-7.59K- 38.62% |
$698K - $759K
|
12.1K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.78K- 4.19% |
$716K - $779K
|
178K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8.1K- 50.38% |
$744K - $810K
|
7.97K
$737K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-9.67K- 17.19% |
$889K - $967K
|
46.6K
$4.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-9.89K- 64.92% |
$909K - $989K
|
5.35K
$494K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-10.1K- 32.99% |
$926K - $1.01M
|
20.5K
$1.89M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-11.1K- 14.46% |
$1.02M - $1.11M
|
65.8K
$6.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.5K- 74.4% |
$1.06M - $1.15M
|
3.97K
$366K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-11.9K- 68.23% |
$1.09M - $1.19M
|
5.54K
$512K
|