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
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
177New |
$16.3K - $17.7K
|
177
$16.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
176+ 6.74% |
$16.2K - $17.6K
|
2.79K
$263K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
171New |
$15.7K - $17.1K
|
171
$16.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
163+ 0.1% |
$15K - $16.3K
|
161K
$15.2M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
162+ 5.35% |
$14.9K - $16.2K
|
3.19K
$301K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
154+ 1.69% |
$14.2K - $15.4K
|
9.28K
$876K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
150+ 0.98% |
$13.8K - $15K
|
15.5K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
147+ 6.19% |
$13.5K - $14.7K
|
2.52K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
137+ 6.17% |
$12.6K - $13.7K
|
2.36K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
133+ 3.16% |
$12.2K - $13.3K
|
4.34K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
116+ 0.67% |
$10.7K - $11.6K
|
17.4K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
82New |
$7.54K - $8.2K
|
82
$7.74K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
72+ 0.74% |
$6.62K - $7.2K
|
9.87K
$931K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
70New |
$6.44K - $7K
|
70
$6.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
70New |
$6.44K - $7K
|
70
$6.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
61+ 37.42% |
$5.61K - $6.1K
|
224
$21.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
60+ 4.98% |
$5.52K - $6K
|
1.27K
$119K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
54+ 1.86% |
$4.96K - $5.4K
|
2.96K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
52+ 0.65% |
$4.78K - $5.2K
|
8.09K
$763K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
44New |
$4.05K - $4.4K
|
44
$4.15K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
43+ 0.35% |
$3.95K - $4.3K
|
12.4K
$1.17M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
31New |
$2.85K - $3.1K
|
31
$2.92K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
30+ 1.27% |
$2.76K - $3K
|
2.39K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
30+ 1.31% |
$2.76K - $3K
|
2.32K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
29+ 1.83% |
$2.67K - $2.9K
|
1.61K
$152K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
23+ 0.87% |
$2.11K - $2.3K
|
2.67K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20+ 66.67% |
$1.84K - $2K
|
50
$4.72K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
18+ 0.14% |
$1.65K - $1.8K
|
12.9K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
15+ 0.58% |
$1.38K - $1.5K
|
2.62K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
14+ 0.62% |
$1.29K - $1.4K
|
2.29K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
13+ 0.57% |
$1.2K - $1.3K
|
2.31K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
13+ 0.12% |
$1.2K - $1.3K
|
11.3K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12+ 0.39% |
$1.1K - $1.2K
|
3.1K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10+ 0.58% |
$919 - $1K
|
1.74K
$164K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9+ 0.25% |
$827 - $900
|
3.55K
$335K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9+ 0.14% |
$827 - $900
|
6.39K
$603K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 0.55% |
$736 - $800
|
1.46K
$137K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8+ 0.15% |
$736 - $800
|
5.18K
$489K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
8+ 0.17% |
$736 - $800
|
4.7K
$443K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7+ 0.18% |
$644 - $700
|
3.83K
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7+ 0.21% |
$644 - $700
|
3.3K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 0.67% |
$460 - $500
|
756
$71.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5+ 0.53% |
$460 - $500
|
946
$89.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.61% |
$276 - $300
|
495
$46.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.38% |
$276 - $300
|
798
$75.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.39% |
$276 - $300
|
774
$73K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.04% |
$91.9 - $100
|
2.72K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.23% |
$91.9 - $100
|
445
$42K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.01% |
$91.9 - $100
|
9.52K
$898K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|