Latest Institutional Purchases of Ishares Core S&P U.S. Value Et (IUSV)
This list provides information on the latest institutional transactions involving Ishares Core S&P U.S. Value Et (IUSV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.01M+ 9.17% |
$553M - $602M
|
71.6M
$6.82B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.41MNew |
$130M - $141M
|
1.41M
$135M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
619K+ 7.17% |
$57M - $62M
|
9.25M
$882M
|
|
|
Feb 14, 2025
Q4 2024
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
490K+ 56.71% |
$45.1M - $49M
|
1.35M
$129M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
469K+ 3.52% |
$43.2M - $47M
|
13.8M
$1.32B
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
423K+ 10.88% |
$38.9M - $42.3M
|
4.31M
$410M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
396K+ 13.8% |
$36.4M - $39.6M
|
3.27M
$311M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
265K+ 11.42% |
$24.4M - $26.5M
|
2.59M
$246M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
234KNew |
$21.6M - $23.4M
|
234K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
212K+ 359.46% |
$19.5M - $21.2M
|
271K
$25.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
204K+ 4.86% |
$18.8M - $20.4M
|
4.41M
$420M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
192K+ 270.77% |
$17.7M - $19.2M
|
263K
$25.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
187KNew |
$17.2M - $18.7M
|
187K
$17.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
161KNew |
$14.8M - $16.1M
|
161K
$15.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
161K+ 81.09% |
$14.8M - $16.1M
|
359K
$34.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
158K+ 153.3% |
$14.5M - $15.8M
|
260K
$24.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
138K+ 31.1% |
$12.7M - $13.8M
|
580K
$55.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
134KNew |
$12.3M - $13.4M
|
134K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
131KNew |
$12.1M - $13.1M
|
131K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
114K+ 6.14% |
$10.5M - $11.4M
|
1.98M
$188M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
109KNew |
$10M - $10.9M
|
109K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
106KNew |
$9.72M - $10.6M
|
106K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
98.2K+ 658.0% |
$9.03M - $9.83M
|
113K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
97.9K+ 9.47% |
$9M - $9.79M
|
1.13M
$108M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
90.6K+ 181.58% |
$8.33M - $9.06M
|
140K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.5K+ 6.52% |
$7.4M - $8.05M
|
1.31M
$125M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.8K+ 5.28% |
$7.07M - $7.69M
|
1.53M
$146M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
76.3K+ 324.79% |
$7.02M - $7.64M
|
99.8K
$9.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
71.8K+ 14.97% |
$6.6M - $7.18M
|
551K
$52.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
69.7KNew |
$6.41M - $6.97M
|
69.7K
$6.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
64.6K+ 35.18% |
$5.94M - $6.46M
|
248K
$23.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
57.2KNew |
$5.26M - $5.72M
|
57.2K
$5.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
54K+ 20.78% |
$4.96M - $5.4M
|
314K
$29.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
52.8K+ 252.16% |
$4.85M - $5.28M
|
73.7K
$7.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
52.1K+ 41.54% |
$4.79M - $5.21M
|
177K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
47.1K+ 5.65% |
$4.33M - $4.72M
|
881K
$84M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
46.9KNew |
$4.31M - $4.69M
|
46.9K
$4.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
44K+ 25.11% |
$4.05M - $4.4M
|
219K
$20.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
40.9K+ 22.69% |
$3.76M - $4.09M
|
221K
$21.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
40.3K+ 152.94% |
$3.71M - $4.03M
|
66.7K
$6.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
40.2K+ 92.73% |
$3.69M - $4.02M
|
83.5K
$7.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.7K+ 10.54% |
$3.29M - $3.57M
|
375K
$35.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
35.3K+ 338.19% |
$3.24M - $3.53M
|
45.7K
$4.36M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
29K+ 288.57% |
$2.67M - $2.9M
|
39.1K
$3.72M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
25.6KNew |
$2.36M - $2.56M
|
25.6K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.3K+ 17.62% |
$2.32M - $2.53M
|
169K
$16.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
25.1KNew |
$2.3M - $2.51M
|
25.1K
$2.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
23.7KNew |
$2.18M - $2.37M
|
23.7K
$2.26M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
22.3K+ 3.2% |
$2.05M - $2.23M
|
721K
$68.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
20.4K+ 3.68% |
$1.88M - $2.04M
|
576K
$54.9M
|