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 |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
20.4KNew |
$1.88M - $2.04M
|
20.4K
$1.95M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
20.4KNew |
$1.87M - $2.04M
|
20.4K
$1.94M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
20.2K+ 42.8% |
$1.85M - $2.02M
|
67.3K
$6.42M
|
|
Feb 12, 2025
Q4 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
20KNew |
$1.84M - $2M
|
20K
$1.91M
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
19.1K+ 7.93% |
$1.76M - $1.91M
|
260K
$24.8M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
18.9K+ 8.66% |
$1.74M - $1.89M
|
237K
$22.7M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
17K+ 1.04% |
$1.56M - $1.7M
|
1.64M
$157M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.7KNew |
$1.53M - $1.67M
|
16.7K
$1.59M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.5K+ 6.38% |
$1.52M - $1.65M
|
275K
$26.2M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
16.3K+ 8.85% |
$1.5M - $1.63M
|
201K
$19.1M
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
15.5K+ 4.48% |
$1.42M - $1.55M
|
361K
$34.5M
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
15.1K+ 6.08% |
$1.39M - $1.51M
|
263K
$25.1M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.5K+ 4.5% |
$1.33M - $1.45M
|
337K
$32.2M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14K+ 5.86% |
$1.29M - $1.4M
|
254K
$24.2M
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
13.8K+ 3.52% |
$1.27M - $1.38M
|
406K
$38.7M
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
13.7K+ 6.03% |
$1.26M - $1.37M
|
241K
$23M
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
13.6KNew |
$1.25M - $1.36M
|
13.6K
$1.29M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7K+ 83.18% |
$1.16M - $1.27M
|
27.9K
$2.66M
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
12.3K+ 7.42% |
$1.13M - $1.23M
|
179K
$17M
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
12.2KNew |
$1.12M - $1.22M
|
12.2K
$1.16M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.9K+ 3.02% |
$1.1M - $1.19M
|
408K
$38.9M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.9KNew |
$1.09M - $1.19M
|
11.9K
$1.13M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.6KNew |
$1.06M - $1.16M
|
11.6K
$1.1M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.4K+ 16.64% |
$1.04M - $1.14M
|
79.6K
$7.59M
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
11.1K+ 8.68% |
$1.02M - $1.11M
|
138K
$13.2M
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10.8K+ 108.32% |
$995K - $1.08M
|
20.8K
$1.98M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.7K+ 6.25% |
$986K - $1.07M
|
182K
$17.4M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.6K+ 1.09% |
$978K - $1.06M
|
987K
$94.1M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10.4K+ 3.06% |
$960K - $1.04M
|
352K
$33.5M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2K+ 19.86% |
$938K - $1.02M
|
61.5K
$5.87M
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.66K+ 979.61% |
$888K - $966K
|
10.6K
$1.02M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.04KNew |
$831K - $904K
|
9.04K
$862K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.02K+ 7.28% |
$830K - $902K
|
133K
$12.7M
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.93K+ 36.23% |
$821K - $893K
|
33.6K
$3.2M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.86K+ 14.68% |
$815K - $886K
|
69.2K
$6.6M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.35K+ 1.79% |
$767K - $835K
|
474K
$45.2M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.98K+ 1.42% |
$733K - $798K
|
571K
$54.5M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.93K+ 2.66% |
$729K - $793K
|
306K
$29.2M
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
7.88K+ 15.39% |
$725K - $788K
|
59.1K
$5.64M
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.84K+ 1.54% |
$721K - $784K
|
516K
$49.2M
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
7.7KNew |
$708K - $770K
|
7.7K
$734K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.62K+ 6.45% |
$700K - $762K
|
126K
$12M
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.5K+ 4.99% |
$690K - $750K
|
158K
$15.1M
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
7.5KNew |
$690K - $750K
|
7.5K
$715K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
7.41K+ 346.68% |
$681K - $741K
|
9.55K
$911K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.32KNew |
$673K - $733K
|
7.32K
$699K
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.26K+ 11.01% |
$667K - $726K
|
73.1K
$6.98M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.23K+ 333.16% |
$665K - $723K
|
9.4K
$897K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
7.16KNew |
$659K - $717K
|
7.16K
$683K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.08KNew |
$651K - $708K
|
7.08K
$675K
|