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 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.8K+ 2.14% |
$258K - $280K
|
134K
$12.7M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.48K+ 4.98% |
$228K - $248K
|
52.3K
$4.99M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.34K+ 15620.0% |
$215K - $234K
|
2.36K
$225K
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.26KNew |
$208K - $226K
|
2.26K
$215K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.25KNew |
$207K - $225K
|
2.25K
$215K
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.15K+ 1.54% |
$197K - $215K
|
141K
$13.5M
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 1.72% |
$185K - $201K
|
119K
$11.4M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.99K+ 5.79% |
$183K - $199K
|
36.4K
$3.47M
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.99K+ 1.01% |
$183K - $199K
|
199K
$19M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.86K+ 46.59% |
$171K - $186K
|
5.85K
$558K
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.86K+ 13.61% |
$171K - $186K
|
15.5K
$1.48M
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.71KNew |
$157K - $171K
|
1.71K
$163K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.61K+ 68.87% |
$148K - $161K
|
3.94K
$375K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.58K+ 17.46% |
$145K - $158K
|
10.6K
$1.01M
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
1.51K+ 1.08% |
$139K - $151K
|
142K
$13.6M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.41K+ 262.2% |
$129K - $141K
|
1.95K
$185K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.32K+ 1.3% |
$122K - $132K
|
103K
$9.81M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.18K+ 4.33% |
$108K - $118K
|
28.3K
$2.7M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.13K+ 29.01% |
$104K - $113K
|
5.03K
$480K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.13K+ 21.78% |
$104K - $113K
|
6.31K
$601K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
961+ 0.8% |
$88.4K - $96.1K
|
122K
$11.6M
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
956+ 1.75% |
$87.9K - $95.6K
|
55.7K
$5.31M
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
860New |
$79.1K - $86K
|
860
$82K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
851New |
$78.2K - $85.1K
|
851
$81.1K
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
727+ 0.91% |
$66.8K - $72.7K
|
80.4K
$7.66M
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
714New |
$65.6K - $71.4K
|
714
$68.1K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
686+ 2.95% |
$63.1K - $68.6K
|
24K
$2.28M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
640New |
$58.8K - $64K
|
640
$61K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
629+ 0.13% |
$57.8K - $62.9K
|
476K
$45.4M
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
608+ 6.03% |
$55.9K - $60.8K
|
10.7K
$1.02M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
592+ 15.6% |
$54.4K - $59.2K
|
4.39K
$418K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
516+ 8.06% |
$47.4K - $51.6K
|
6.92K
$659K
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
510+ 17.59% |
$46.9K - $51K
|
3.41K
$325K
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
471+ 1.4% |
$43.3K - $47.1K
|
34.1K
$3.25M
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
441New |
$40.5K - $44.1K
|
441
$42K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
440+ 19.24% |
$40.5K - $44K
|
2.73K
$260K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
436+ 0.88% |
$40.1K - $43.6K
|
49.9K
$4.75M
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
407+ 1.72% |
$37.4K - $40.7K
|
24K
$2.29M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
402+ 7.41% |
$37K - $40.2K
|
5.83K
$555K
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
387New |
$35.6K - $38.7K
|
387
$36.9K
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
357+ 3.82% |
$32.8K - $35.7K
|
9.71K
$926K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
333+ 0.94% |
$30.6K - $33.3K
|
35.6K
$3.39M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
320+ 293.58% |
$29.4K - $32K
|
429
$40.9K
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
311+ 3.65% |
$28.6K - $31.1K
|
8.84K
$843K
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
288+ 12.59% |
$26.5K - $28.8K
|
2.58K
$246K
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
280+ 2.94% |
$25.7K - $28K
|
9.81K
$935K
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
276+ 278.79% |
$25.4K - $27.6K
|
375
$35.8K
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
262+ 0.23% |
$24.1K - $26.2K
|
113K
$10.7M
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
248+ 0.62% |
$22.8K - $24.8K
|
40.3K
$3.84M
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
245+ 0.69% |
$22.5K - $24.5K
|
35.8K
$3.41M
|