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 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
3.12K+ 3.2% |
$286K - $312K
|
100K
$8.61M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.12KNew |
$286K - $312K
|
3.12K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
3.1KNew |
$285K - $310K
|
3.1K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.09K+ 99.01% |
$284K - $309K
|
6.22K
$533K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.09KNew |
$284K - $309K
|
3.09K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.07K+ 3.7% |
$283K - $307K
|
86.1K
$7.38M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
3.05KNew |
$280K - $305K
|
3.05K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
3.05KNew |
$280K - $305K
|
3.05K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 4.79% |
$279K - $304K
|
66.5K
$5.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.96KNew |
$272K - $296K
|
2.96K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.9KNew |
$267K - $290K
|
2.9K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.89KNew |
$266K - $289K
|
2.89K
$248K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.86K+ 1.27% |
$263K - $286K
|
227K
$19.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.81K+ 1.18% |
$259K - $281K
|
241K
$20.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.8K+ 2.14% |
$258K - $280K
|
134K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.74K+ 147.55% |
$252K - $274K
|
4.6K
$394K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.73K+ 8.67% |
$251K - $273K
|
34.2K
$2.93M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
2.73KNew |
$251K - $273K
|
2.73K
$234K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.7K+ 4.57% |
$248K - $270K
|
61.7K
$5.29M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.54KNew |
$233K - $254K
|
2.54K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.48K+ 4.98% |
$228K - $248K
|
52.3K
$4.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.46KNew |
$227K - $246K
|
2.46K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.41KNew |
$222K - $241K
|
2.41K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.4KNew |
$221K - $240K
|
2.4K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.34K+ 15620.0% |
$215K - $234K
|
2.36K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.31KNew |
$213K - $231K
|
2.31K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.29K+ 8.22% |
$210K - $229K
|
30.1K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.26KNew |
$208K - $226K
|
2.26K
$194K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.25KNew |
$207K - $225K
|
2.25K
$193K
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
2.22KNew |
$204K - $222K
|
2.22K
$190K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$201K - $219K
|
2.19K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.19K+ 42.22% |
$201K - $219K
|
7.36K
$632K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
2.18KNew |
$200K - $218K
|
2.18K
$187K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.15K+ 1.54% |
$197K - $215K
|
141K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 12.55% |
$188K - $205K
|
18.3K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 19.47% |
$187K - $203K
|
12.5K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 1.72% |
$185K - $201K
|
119K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.99K+ 5.79% |
$183K - $199K
|
36.4K
$3.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.99K+ 1.01% |
$183K - $199K
|
199K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.91K+ 5.16% |
$176K - $191K
|
38.9K
$3.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.86K+ 46.59% |
$171K - $186K
|
5.85K
$502K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.86K+ 13.61% |
$171K - $186K
|
15.5K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.82K+ 51.93% |
$167K - $182K
|
5.33K
$457K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.79K+ 8.88% |
$164K - $179K
|
21.9K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.71KNew |
$157K - $171K
|
1.71K
$147K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.7K+ 1.28% |
$156K - $170K
|
135K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.66K+ 28.96% |
$153K - $166K
|
7.39K
$634K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.61K+ 68.87% |
$148K - $161K
|
3.94K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.58K+ 17.46% |
$145K - $158K
|
10.6K
$909K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
1.51K+ 1.08% |
$139K - $151K
|
142K
$12.2M
|