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 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.6KNew |
$607K - $660K
|
6.6K
$630K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.47KNew |
$595K - $647K
|
6.47K
$617K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.2K+ 6.82% |
$570K - $620K
|
97.2K
$9.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.16K+ 5.02% |
$566K - $616K
|
129K
$12.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.07KNew |
$558K - $607K
|
6.07K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.8K+ 4.55% |
$533K - $580K
|
133K
$12.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.54K+ 11.86% |
$509K - $554K
|
52.2K
$4.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
5.48K+ 10.06% |
$503K - $548K
|
59.9K
$5.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.47K+ 7.08% |
$502K - $547K
|
82.7K
$7.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.44KNew |
$500K - $544K
|
5.44K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.42K+ 1.2% |
$499K - $543K
|
456K
$43.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.28K+ 9.47% |
$485K - $528K
|
61K
$5.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.24KNew |
$482K - $524K
|
5.24K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.17K+ 13.76% |
$476K - $517K
|
42.8K
$4.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.14K+ 17.97% |
$473K - $514K
|
33.7K
$3.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.07K+ 1.94% |
$466K - $507K
|
266K
$25.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5K+ 2.41% |
$459K - $500K
|
212K
$20.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.76K+ 4.23% |
$437K - $476K
|
117K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.62KNew |
$424K - $462K
|
4.62K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.53K+ 13.39% |
$417K - $453K
|
38.4K
$3.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.44K+ 15.58% |
$408K - $444K
|
33K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.44K+ 6824.62% |
$408K - $444K
|
4.5K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.21K+ 3.17% |
$387K - $421K
|
137K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.78K+ 3.03% |
$347K - $378K
|
128K
$12.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.77K+ 4.6% |
$346K - $377K
|
85.7K
$8.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.76KNew |
$346K - $376K
|
3.76K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.61K+ 8.97% |
$332K - $361K
|
43.8K
$4.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.6K+ 61.06% |
$331K - $360K
|
9.49K
$905K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.57KNew |
$329K - $357K
|
3.57K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.56KNew |
$328K - $356K
|
3.56K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.55K+ 4.08% |
$326K - $355K
|
90.4K
$8.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.54KNew |
$325K - $354K
|
3.54K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.52KNew |
$324K - $352K
|
3.52K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.45KNew |
$318K - $345K
|
3.45K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
3.36KNew |
$309K - $336K
|
3.36K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.27K+ 2.11% |
$301K - $327K
|
158K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.24K+ 6.31% |
$298K - $324K
|
54.6K
$5.21M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
3.23K+ 14.79% |
$297K - $323K
|
25.1K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.23KNew |
$297K - $323K
|
3.23K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.17K+ 61.59% |
$292K - $317K
|
8.32K
$794K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.12KNew |
$286K - $312K
|
3.12K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
3.12K+ 3.2% |
$286K - $312K
|
100K
$9.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
3.1KNew |
$285K - $310K
|
3.1K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.09K+ 99.01% |
$284K - $309K
|
6.22K
$593K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.09KNew |
$284K - $309K
|
3.09K
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.07K+ 3.7% |
$283K - $307K
|
86.1K
$8.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
3.05KNew |
$280K - $305K
|
3.05K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 4.79% |
$279K - $304K
|
66.5K
$6.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.96KNew |
$272K - $296K
|
2.96K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.9KNew |
$267K - $290K
|
2.9K
$277K
|