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 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
488New |
$44.9K - $48.8K
|
488
$45.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
471+ 1.4% |
$43.3K - $47.1K
|
34.1K
$3.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
441New |
$40.5K - $44.1K
|
441
$40.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
440+ 19.24% |
$40.5K - $44K
|
2.73K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
436+ 0.88% |
$40.1K - $43.6K
|
49.9K
$4.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
425+ 59.86% |
$39.1K - $42.5K
|
1.14K
$105K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
407+ 1.72% |
$37.4K - $40.7K
|
24K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
402+ 7.41% |
$37K - $40.2K
|
5.83K
$538K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
390+ 1560.0% |
$35.9K - $39K
|
415
$38.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
387New |
$35.6K - $38.7K
|
387
$35.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
361+ 6.54% |
$33.2K - $36.1K
|
5.88K
$543K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
357+ 3.82% |
$32.8K - $35.7K
|
9.71K
$897K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
355+ 8.08% |
$32.6K - $35.5K
|
4.75K
$438K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
350+ 2.03% |
$32.2K - $35K
|
17.6K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
344+ 1.67% |
$31.6K - $34.4K
|
20.9K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
333+ 0.94% |
$30.6K - $33.3K
|
35.6K
$3.29M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
320+ 293.58% |
$29.4K - $32K
|
429
$39.6K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
311+ 3.65% |
$28.6K - $31.1K
|
8.84K
$816K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
288+ 12.59% |
$26.5K - $28.8K
|
2.58K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
280+ 2.94% |
$25.7K - $28K
|
9.81K
$906K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
276+ 278.79% |
$25.4K - $27.6K
|
375
$34.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
273+ 4.32% |
$25.1K - $27.3K
|
6.6K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
268+ 0.57% |
$24.6K - $26.8K
|
47.3K
$4.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
264+ 5.23% |
$24.3K - $26.4K
|
5.32K
$491K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
262+ 0.23% |
$24.1K - $26.2K
|
113K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
248+ 0.62% |
$22.8K - $24.8K
|
40.3K
$3.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
245+ 0.69% |
$22.5K - $24.5K
|
35.8K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
239+ 3.7% |
$22K - $23.9K
|
6.69K
$618K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
235+ 0.08% |
$21.6K - $23.5K
|
285K
$26.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
226New |
$20.8K - $22.6K
|
226
$20.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
213+ 2.35% |
$19.6K - $21.3K
|
9.27K
$856K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
200+ 0.91% |
$18.4K - $20K
|
22.3K
$2.06M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
199+ 8.31% |
$18.3K - $19.9K
|
2.6K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
198+ 0.07% |
$18.2K - $19.8K
|
282K
$26M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
180+ 0.8% |
$16.5K - $18K
|
22.7K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
177New |
$16.3K - $17.7K
|
177
$16.4K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
177+ 6.75% |
$16.3K - $17.7K
|
2.8K
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
176+ 6.74% |
$16.2K - $17.6K
|
2.79K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
176+ 6.74% |
$16.2K - $17.6K
|
2.79K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
174New |
$16K - $17.4K
|
174
$16.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
171New |
$15.7K - $17.1K
|
171
$15.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
165+ 6.56% |
$15.2K - $16.5K
|
2.68K
$248K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
164+ 1.26% |
$15.1K - $16.4K
|
13.2K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
163+ 0.1% |
$15K - $16.3K
|
161K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
162+ 5.35% |
$14.9K - $16.2K
|
3.19K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
162+ 23.86% |
$14.9K - $16.2K
|
841
$77.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
154+ 1.69% |
$14.2K - $15.4K
|
9.28K
$857K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
150+ 0.98% |
$13.8K - $15K
|
15.5K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
147+ 6.19% |
$13.5K - $14.7K
|
2.52K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
145+ 0.59% |
$13.3K - $14.5K
|
24.6K
$2.28M
|