Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-15- 4.25% |
$1.35K - $1.44K
|
338
$32.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-17- 0.12% |
$1.53K - $1.64K
|
13.8K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-17- 0.26% |
$1.53K - $1.64K
|
6.51K
$622K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.77% |
$2.25K - $2.41K
|
3.23K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-28- 4.12% |
$2.52K - $2.7K
|
651
$62.3K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-30- 0.54% |
$2.7K - $2.89K
|
5.51K
$527K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-30- 1.12% |
$2.7K - $2.89K
|
2.66K
$254K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-32- 1.21% |
$2.88K - $3.08K
|
2.62K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-33- 1.45% |
$2.97K - $3.18K
|
2.25K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34- 0.11% |
$3.06K - $3.27K
|
30.1K
$2.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-38- 8.54% |
$3.42K - $3.66K
|
407
$38.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-39- 28.06% |
$3.51K - $3.76K
|
100
$9.56K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-40- 1.09% |
$3.6K - $3.85K
|
3.62K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.42% |
$3.6K - $3.85K
|
2.78K
$266K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-41- 1.24% |
$3.69K - $3.95K
|
3.26K
$311K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-41- 1.38% |
$3.69K - $3.95K
|
2.92K
$279K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-42- 0.39% |
$3.78K - $4.05K
|
10.8K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-46- 0.71% |
$4.14K - $4.43K
|
6.43K
$614K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-47- 0.21% |
$4.23K - $4.53K
|
21.9K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-49- 0.2% |
$4.41K - $4.72K
|
23.9K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-54- 1.77% |
$4.86K - $5.2K
|
2.99K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-54- 1.14% |
$4.86K - $5.2K
|
4.69K
$449K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-56- 1.94% |
$5.04K - $5.39K
|
2.84K
$271K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-60- 0.9% |
$5.4K - $5.78K
|
6.63K
$634K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-73- 1.64% |
$6.57K - $7.03K
|
4.37K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-74- 0.4% |
$6.66K - $7.13K
|
18.4K
$1.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-78- 2.0% |
$7.02K - $7.51K
|
3.81K
$365K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-78- 1.58% |
$7.02K - $7.51K
|
4.87K
$466K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-80- 17.9% |
$7.2K - $7.71K
|
367
$35.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-97- 0.69% |
$8.73K - $9.34K
|
13.9K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-101- 2.15% |
$9.09K - $9.73K
|
4.6K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-106- 2.31% |
$9.54K - $10.2K
|
4.49K
$429K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-108- 0.96% |
$9.72K - $10.4K
|
11.2K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-123- 0.66% |
$11.1K - $11.8K
|
18.4K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-127- 5.15% |
$11.4K - $12.2K
|
2.34K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-130- 14.4% |
$11.7K - $12.5K
|
773
$73.9K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-130- 2.8% |
$11.7K - $12.5K
|
4.51K
$431K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-136- 4.05% |
$12.2K - $13.1K
|
3.22K
$308K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-139- 5.9% |
$12.5K - $13.4K
|
2.22K
$212K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-147- 6.35% |
$13.2K - $14.2K
|
2.17K
$207K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-150- 1.16% |
$13.5K - $14.4K
|
12.8K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-152- 3.56% |
$13.7K - $14.6K
|
4.11K
$393K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-155- 1.49% |
$14K - $14.9K
|
10.3K
$983K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-155- 3.36% |
$14K - $14.9K
|
4.45K
$426K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-157- 6.78% |
$14.1K - $15.1K
|
2.16K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-162- 6.4% |
$14.6K - $15.6K
|
2.37K
$226K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-164- 1.11% |
$14.8K - $15.8K
|
14.6K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-165- 2.31% |
$14.9K - $15.9K
|
6.98K
$668K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-170- 2.27% |
$15.3K - $16.4K
|
7.33K
$701K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-185- 5.48% |
$16.7K - $17.8K
|
3.19K
$305K
|