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 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-35- 0.41% |
$3.22K - $3.5K
|
8.42K
$834K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-36- 0.54% |
$3.31K - $3.6K
|
6.69K
$663K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-37- 1.28% |
$3.4K - $3.7K
|
2.86K
$283K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-44- 1.63% |
$4.05K - $4.4K
|
2.65K
$263K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-45- 0.5% |
$4.14K - $4.5K
|
8.92K
$883K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-50- 1.55% |
$4.6K - $5K
|
3.17K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-51- 1.37% |
$4.69K - $5.1K
|
3.66K
$363K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-51- 1.53% |
$4.69K - $5.1K
|
3.29K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-54- 0.21% |
$4.96K - $5.4K
|
25.6K
$2.53M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-56- 6.91% |
$5.15K - $5.6K
|
754
$74.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-62- 0.44% |
$5.7K - $6.2K
|
14K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-62- 1.74% |
$5.7K - $6.2K
|
3.51K
$348K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-65- 73.86% |
$5.98K - $6.5K
|
23
$2.28K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-66- 1.82% |
$6.07K - $6.6K
|
3.56K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-70- 2.1% |
$6.44K - $7K
|
3.26K
$323K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-71- 1.14% |
$6.53K - $7.1K
|
6.16K
$610K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-71- 0.68% |
$6.53K - $7.1K
|
10.4K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-80- 10.54% |
$7.36K - $8K
|
679
$67.3K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-83- 0.96% |
$7.63K - $8.3K
|
8.56K
$848K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-83- 3.09% |
$7.63K - $8.3K
|
2.61K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-83- 1.84% |
$7.63K - $8.3K
|
4.42K
$438K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-84- 2.63% |
$7.72K - $8.4K
|
3.12K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-85- 2.47% |
$7.81K - $8.5K
|
3.36K
$333K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-94- 1.09% |
$8.64K - $9.4K
|
8.55K
$847K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 1.28% |
$9.19K - $10K
|
7.7K
$762K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-104- 0.17% |
$9.56K - $10.4K
|
62.4K
$6.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-119- 1.81% |
$10.9K - $11.9K
|
6.46K
$639K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-130- 1.3% |
$12K - $13K
|
9.9K
$980K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-135- 9.9% |
$12.4K - $13.5K
|
1.23K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-139- 0.24% |
$12.8K - $13.9K
|
56.6K
$5.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-170- 10.19% |
$15.6K - $17K
|
1.5K
$149K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-179- 3.08% |
$16.5K - $17.9K
|
5.63K
$557K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-186- 2.04% |
$17.1K - $18.6K
|
8.93K
$885K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-191- 4.68% |
$17.6K - $19.1K
|
3.89K
$385K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-192- 80.0% |
$17.7K - $19.2K
|
48
$4.76K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-196- 4.54% |
$18K - $19.6K
|
4.12K
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-206- 4.41% |
$18.9K - $20.6K
|
4.46K
$442K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-212- 26.84% |
$19.5K - $21.2K
|
578
$57.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-228- 6.27% |
$21K - $22.8K
|
3.41K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-237- 4.89% |
$21.8K - $23.7K
|
4.61K
$457K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-262- 2.35% |
$24.1K - $26.2K
|
10.9K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-272- 14.88% |
$25K - $27.2K
|
1.56K
$154K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-279- 1.27% |
$25.7K - $27.9K
|
21.7K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-290- 5.58% |
$26.7K - $29K
|
4.91K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-306- 1.27% |
$28.1K - $30.6K
|
23.9K
$2.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-312- 1.66% |
$28.7K - $31.2K
|
18.5K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-321- 2.66% |
$29.5K - $32.1K
|
11.8K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-336- 7.63% |
$30.9K - $33.6K
|
4.07K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-390- 34.15% |
$35.9K - $39K
|
752
$74.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-419- 1.72% |
$38.5K - $41.9K
|
24K
$2.37M
|