Latest Institutional Purchases of Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

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 14, 2025 Q4 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
961
+ 0.8%
$88.4K - $96.1K
122K $11.6M
Jan 06, 2025 Q4 2024
Canandaigua National Trust CO Of Florida

Canandaigua, NY
BUY
 -
956
+ 1.75%
$87.9K - $95.6K
55.7K $5.31M
Feb 12, 2025 Q4 2024
Citigroup Inc

BUY
 -
951
+ 3.51%
$87.4K - $95.1K
28.1K $2.68M
Feb 14, 2025 Q4 2024
Eagle Strategies LLC

New York, NY
BUY
 -
903
+ 3.64%
$83K - $90.3K
25.7K $2.45M
Jan 29, 2025 Q4 2024
Collier Financial

Denver, CO
BUY
 -
860
New
$79.1K - $86K
860 $82K
Feb 06, 2025 Q4 2024
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
856
+ 2.12%
$78.7K - $85.6K
41.2K $3.93M
Jan 28, 2025 Q4 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
851
New
$78.2K - $85.1K
851 $81.2K
Feb 10, 2025 Q4 2024
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
799
+ 0.89%
$73.5K - $79.9K
90.7K $8.65M
Feb 06, 2025 Q4 2024
Mission Wealth Management, LP

BUY
 -
786
+ 19.57%
$72.3K - $78.6K
4.8K $458K
Feb 13, 2025 Q4 2024
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
764
+ 29.27%
$70.2K - $76.4K
3.37K $322K
Jan 29, 2025 Q4 2024
New Republic Capital, LLC

Charlotte, NC
BUY
 -
714
New
$65.6K - $71.4K
714 $68.1K
Feb 12, 2025 Q4 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
711
+ 12.23%
$65.4K - $71.1K
6.53K $622K
Jan 28, 2025 Q4 2024
Moloney Securities Asset Management, LLC

BUY
 -
686
+ 2.95%
$63.1K - $68.6K
24K $2.29M
Feb 11, 2025 Q4 2024
Victory Financial Group, LLC

Austin, TX
BUY
 -
653
+ 10.86%
$60K - $65.3K
6.67K $636K
Jan 17, 2025 Q4 2024
Finley Financial, LLC

Las Vegas, NV
BUY
 -
640
New
$58.8K - $64K
640 $61K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
629
+ 0.13%
$57.8K - $62.9K
476K $45.4M
Feb 11, 2025 Q4 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
612
+ 26.82%
$56.3K - $61.2K
2.89K $276K
Jan 23, 2025 Q4 2024
Boyd Wealth Management, LLC

BUY
 -
608
+ 6.03%
$55.9K - $60.8K
10.7K $1.02M
Jan 17, 2025 Q4 2024
Xml Financial, LLC

BUY
 -
592
+ 15.6%
$54.4K - $59.2K
4.39K $418K
Feb 12, 2025 Q4 2024
Orion Portfolio Solutions, LLC

BUY
 -
557
+ 6.32%
$51.2K - $55.7K
9.38K $894K
Feb 03, 2025 Q4 2024
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
546
+ 0.74%
$50.2K - $54.6K
74.8K $7.13M
Feb 13, 2025 Q4 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
539
+ 2.54%
$49.6K - $53.9K
21.8K $2.07M
Feb 13, 2025 Q4 2024
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
530
+ 21.81%
$48.7K - $53K
2.96K $282K
Jan 31, 2025 Q4 2024
D.A. Davidson & Co.

BUY
 -
516
+ 8.06%
$47.4K - $51.6K
6.92K $660K
Feb 14, 2025 Q4 2024
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
513
+ 0.59%
$47.2K - $51.3K
87.3K $8.33M
Jan 21, 2025 Q4 2024
Curated Wealth Partners LLC

BUY
 -
510
+ 17.59%
$46.9K - $51K
3.41K $325K
Feb 03, 2025 Q4 2024
Transcend Capital Advisors, LLC

BUY
 -
499
+ 8.33%
$45.9K - $49.9K
6.49K $619K
Feb 13, 2025 Q4 2024
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
488
New
$44.9K - $48.8K
488 $46.6K
Jan 08, 2025 Q4 2024
Hilltop Wealth Advisors, LLC

BUY
 -
471
+ 1.4%
$43.3K - $47.1K
34.1K $3.25M
Jan 16, 2025 Q4 2024
Hoese & CO LLP

BUY
 -
441
New
$40.5K - $44.1K
441 $42.1K
Jan 27, 2025 Q4 2024
Trilogy Capital Inc.

BUY
 -
440
+ 19.24%
$40.5K - $44K
2.73K $260K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
436
+ 0.88%
$40.1K - $43.6K
49.9K $4.76M
Feb 14, 2025 Q4 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
425
+ 59.86%
$39.1K - $42.5K
1.14K $108K
Jan 13, 2025 Q4 2024
Catalyst Private Wealth, LLC

BUY
 -
407
+ 1.72%
$37.4K - $40.7K
24K $2.29M
Jan 21, 2025 Q4 2024
Dgs Capital Management, LLC

BUY
 -
402
+ 7.41%
$37K - $40.2K
5.83K $556K
Feb 12, 2025 Q4 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
390
+ 1560.0%
$35.9K - $39K
415 $39.6K
Jan 27, 2025 Q4 2024
Hager Investment Management Services, LLC

New London, NH
BUY
 -
387
New
$35.6K - $38.7K
387 $36.9K
Feb 12, 2025 Q4 2024
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
361
+ 6.54%
$33.2K - $36.1K
5.88K $561K
Jan 31, 2025 Q4 2024
Beirne Wealth Consulting Services, LLC

BUY
 -
357
+ 3.82%
$32.8K - $35.7K
9.71K $926K
Feb 14, 2025 Q4 2024
Bip Wealth, LLC

Atlanta, GA
BUY
 -
355
+ 8.08%
$32.6K - $35.5K
4.75K $453K
Feb 06, 2025 Q4 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
350
+ 2.03%
$32.2K - $35K
17.6K $1.67M
Feb 12, 2025 Q4 2024
Adviser Investments LLC

BUY
 -
344
+ 1.67%
$31.6K - $34.4K
20.9K $1.99M
Jan 15, 2025 Q4 2024
Rda Financial Network

BUY
 -
333
+ 0.94%
$30.6K - $33.3K
35.6K $3.39M
Jan 02, 2025 Q4 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
320
+ 293.58%
$29.4K - $32K
429 $40.9K
Jan 03, 2025 Q4 2024
Dentgroup LLC

BUY
 -
311
+ 3.65%
$28.6K - $31.1K
8.84K $843K
Jan 17, 2025 Q4 2024
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
288
+ 12.59%
$26.5K - $28.8K
2.58K $246K
Jan 16, 2025 Q4 2024
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
280
+ 2.94%
$25.7K - $28K
9.81K $935K
Jan 16, 2025 Q4 2024
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
276
+ 278.79%
$25.4K - $27.6K
375 $35.8K
Feb 14, 2025 Q4 2024
Quantinno Capital Management LP

New York, NY
BUY
 -
273
+ 4.32%
$25.1K - $27.3K
6.6K $629K

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