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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
23.1KNew |
$2.12M - $2.31M
|
23.1K
$1.98M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
22.7KNew |
$2.09M - $2.27M
|
22.7K
$1.95M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
22.3K+ 3.2% |
$2.05M - $2.23M
|
721K
$61.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
20.4K+ 3.68% |
$1.88M - $2.04M
|
576K
$49.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
20.4KNew |
$1.88M - $2.04M
|
20.4K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
20.4KNew |
$1.87M - $2.04M
|
20.4K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
20.2K+ 42.8% |
$1.85M - $2.02M
|
67.3K
$5.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
20KNew |
$1.84M - $2M
|
20K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
19.1K+ 7.93% |
$1.76M - $1.91M
|
260K
$22.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
18.9K+ 8.66% |
$1.74M - $1.89M
|
237K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
17K+ 1.04% |
$1.56M - $1.7M
|
1.64M
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.7KNew |
$1.53M - $1.67M
|
16.7K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.5K+ 6.38% |
$1.52M - $1.65M
|
275K
$23.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
16.3K+ 8.85% |
$1.5M - $1.63M
|
201K
$17.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
15.5K+ 4.48% |
$1.42M - $1.55M
|
361K
$31M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
15.1K+ 6.08% |
$1.39M - $1.51M
|
263K
$22.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.5K+ 4.5% |
$1.33M - $1.45M
|
337K
$28.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14K+ 5.86% |
$1.29M - $1.4M
|
254K
$21.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
13.8K+ 3.52% |
$1.27M - $1.38M
|
406K
$34.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
13.7K+ 6.03% |
$1.26M - $1.37M
|
241K
$20.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
13.6KNew |
$1.25M - $1.36M
|
13.6K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7K+ 83.18% |
$1.16M - $1.27M
|
27.9K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
12.3K+ 7.42% |
$1.13M - $1.23M
|
179K
$15.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
12.2KNew |
$1.12M - $1.22M
|
12.2K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.9K+ 3.02% |
$1.1M - $1.19M
|
408K
$35M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.9KNew |
$1.09M - $1.19M
|
11.9K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.6KNew |
$1.06M - $1.16M
|
11.6K
$991K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
11.5K+ 290.69% |
$1.06M - $1.15M
|
15.5K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.4K+ 16.64% |
$1.04M - $1.14M
|
79.6K
$6.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
11.1K+ 8.68% |
$1.02M - $1.11M
|
138K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10.8K+ 108.32% |
$995K - $1.08M
|
20.8K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.7K+ 6.25% |
$986K - $1.07M
|
182K
$15.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.6K+ 1.09% |
$978K - $1.06M
|
987K
$84.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10.4K+ 3.06% |
$960K - $1.04M
|
352K
$30.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2K+ 19.86% |
$938K - $1.02M
|
61.5K
$5.28M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.66K+ 979.61% |
$888K - $966K
|
10.6K
$913K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.04KNew |
$831K - $904K
|
9.04K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.02K+ 7.28% |
$830K - $902K
|
133K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.93K+ 36.23% |
$821K - $893K
|
33.6K
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.86K+ 14.68% |
$815K - $886K
|
69.2K
$5.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.35K+ 1.79% |
$767K - $835K
|
474K
$40.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.98K+ 1.42% |
$733K - $798K
|
571K
$49M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.93K+ 2.66% |
$729K - $793K
|
306K
$26.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
7.88K+ 15.39% |
$725K - $788K
|
59.1K
$5.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.84K+ 1.54% |
$721K - $784K
|
516K
$44.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
7.7KNew |
$708K - $770K
|
7.7K
$660K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.62K+ 6.45% |
$700K - $762K
|
126K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.5K+ 4.99% |
$690K - $750K
|
158K
$13.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
7.5KNew |
$690K - $750K
|
7.5K
$643K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
7.41K+ 346.68% |
$681K - $741K
|
9.55K
$819K
|