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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-65- 73.86% |
$5.98K - $6.5K
|
23
$1.97K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-66- 1.82% |
$6.07K - $6.6K
|
3.56K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-70- 2.1% |
$6.44K - $7K
|
3.26K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-71- 1.14% |
$6.53K - $7.1K
|
6.16K
$528K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-71- 0.68% |
$6.53K - $7.1K
|
10.4K
$895K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-80- 10.54% |
$7.36K - $8K
|
679
$58.2K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-83- 0.96% |
$7.63K - $8.3K
|
8.56K
$734K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-83- 1.84% |
$7.63K - $8.3K
|
4.42K
$379K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-83- 3.09% |
$7.63K - $8.3K
|
2.61K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-84- 2.63% |
$7.72K - $8.4K
|
3.12K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-85- 2.47% |
$7.81K - $8.5K
|
3.36K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-94- 1.09% |
$8.64K - $9.4K
|
8.55K
$733K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 1.28% |
$9.19K - $10K
|
7.7K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-104- 0.17% |
$9.56K - $10.4K
|
62.4K
$5.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-119- 1.81% |
$10.9K - $11.9K
|
6.46K
$554K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-130- 1.3% |
$12K - $13K
|
9.9K
$849K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-135- 9.9% |
$12.4K - $13.5K
|
1.23K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-139- 0.24% |
$12.8K - $13.9K
|
56.6K
$4.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-170- 10.19% |
$15.6K - $17K
|
1.5K
$129K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-179- 3.08% |
$16.5K - $17.9K
|
5.63K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-186- 2.04% |
$17.1K - $18.6K
|
8.93K
$766K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-191- 4.68% |
$17.6K - $19.1K
|
3.89K
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-192- 80.0% |
$17.7K - $19.2K
|
48
$4.12K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-196- 4.54% |
$18K - $19.6K
|
4.12K
$353K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-206- 4.41% |
$18.9K - $20.6K
|
4.46K
$383K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-212- 26.84% |
$19.5K - $21.2K
|
578
$49.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-228- 6.27% |
$21K - $22.8K
|
3.41K
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-237- 4.89% |
$21.8K - $23.7K
|
4.61K
$395K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-262- 2.35% |
$24.1K - $26.2K
|
10.9K
$935K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-272- 14.88% |
$25K - $27.2K
|
1.56K
$133K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-279- 1.27% |
$25.7K - $27.9K
|
21.7K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-290- 5.58% |
$26.7K - $29K
|
4.91K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-306- 1.27% |
$28.1K - $30.6K
|
23.9K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-312- 1.66% |
$28.7K - $31.2K
|
18.5K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-321- 2.66% |
$29.5K - $32.1K
|
11.8K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-336- 7.63% |
$30.9K - $33.6K
|
4.07K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-390- 34.15% |
$35.9K - $39K
|
752
$64.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-419- 1.72% |
$38.5K - $41.9K
|
24K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-420- 5.3% |
$38.6K - $42K
|
7.5K
$643K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-426- 3.44% |
$39.2K - $42.6K
|
12K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-454- 0.74% |
$41.7K - $45.4K
|
60.6K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-466- 0.42% |
$42.8K - $46.6K
|
111K
$9.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-481- 0.63% |
$44.2K - $48.1K
|
75.6K
$6.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-493- 12.46% |
$45.3K - $49.3K
|
3.46K
$297K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-505- 42.8% |
$46.4K - $50.5K
|
675
$57.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-511- 1.4% |
$47K - $51.1K
|
35.9K
$3.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-522- 7.95% |
$48K - $52.2K
|
6.04K
$518K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-527- 67.82% |
$48.5K - $52.7K
|
250
$21.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-534- 2.11% |
$49.1K - $53.4K
|
24.7K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-548- 3.58% |
$50.4K - $54.8K
|
14.7K
$1.26M
|