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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-185- 3.95% |
$16.7K - $17.8K
|
4.5K
$430K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-192- 1.59% |
$17.3K - $18.5K
|
11.9K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-201- 3.31% |
$18.1K - $19.4K
|
5.87K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-203- 0.43% |
$18.3K - $19.6K
|
47.1K
$4.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-210- 5.86% |
$18.9K - $20.2K
|
3.37K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-216- 0.89% |
$19.4K - $20.8K
|
24K
$2.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-230- 5.15% |
$20.7K - $22.2K
|
4.23K
$405K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-246- 4.43% |
$22.1K - $23.7K
|
5.31K
$508K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-248- 0.15% |
$22.3K - $23.9K
|
161K
$15.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-252- 1.86% |
$22.7K - $24.3K
|
13.3K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-277- 1.78% |
$24.9K - $26.7K
|
15.3K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-300- 7.28% |
$27K - $28.9K
|
3.82K
$365K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-300- 5.77% |
$27K - $28.9K
|
4.9K
$469K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-329- 4.45% |
$29.6K - $31.7K
|
7.06K
$675K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-331- 9.43% |
$29.8K - $31.9K
|
3.18K
$304K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-331- 3.41% |
$29.8K - $31.9K
|
9.38K
$897K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-337- 1.0% |
$30.3K - $32.5K
|
33.5K
$3.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-338- 78.79% |
$30.4K - $32.6K
|
91
$8.7K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-341- 0.54% |
$30.7K - $32.8K
|
63.3K
$6.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-343- 1.48% |
$30.9K - $33K
|
22.8K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-344- 0.34% |
$31K - $33.1K
|
99.5K
$9.51M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-351- 0.85% |
$31.6K - $33.8K
|
40.8K
$3.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-353- 1.53% |
$31.8K - $34K
|
22.7K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-362- 0.96% |
$32.6K - $34.9K
|
37.4K
$3.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-372- 8.06% |
$33.5K - $35.8K
|
4.24K
$406K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-392- 9.94% |
$35.3K - $37.8K
|
3.55K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-393- 6.32% |
$35.4K - $37.9K
|
5.82K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-422- 4.55% |
$38K - $40.6K
|
8.86K
$847K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-425- 10.67% |
$38.3K - $40.9K
|
3.56K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-429- 1.43% |
$38.6K - $41.3K
|
29.5K
$2.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-432- 2.79% |
$38.9K - $41.6K
|
15K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-451- 3.89% |
$40.6K - $43.4K
|
11.1K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-452- 6.75% |
$40.7K - $43.5K
|
6.24K
$597K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-469- 4.35% |
$42.2K - $45.2K
|
10.3K
$987K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-486- 8.3% |
$43.7K - $46.8K
|
5.37K
$513K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-545- 1.09% |
$49.1K - $52.5K
|
49.3K
$4.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-550- 14.86% |
$49.5K - $53K
|
3.15K
$301K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-581- 18.21% |
$52.3K - $56K
|
2.61K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-584- 1.72% |
$52.6K - $56.3K
|
33.4K
$3.2M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-600- 20.27% |
$54K - $57.8K
|
2.36K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-605- 20.47% |
$54.5K - $58.3K
|
2.35K
$225K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-627- 6.59% |
$56.4K - $60.4K
|
8.89K
$850K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-630- 10.29% |
$56.7K - $60.7K
|
5.49K
$525K
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-645- 0.71% |
$58.1K - $62.1K
|
89.8K
$8.59M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-645- 5.49% |
$58.1K - $62.1K
|
11.1K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-654- 3.73% |
$58.9K - $63K
|
16.9K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-662- 5.15% |
$59.6K - $63.8K
|
12.2K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-686- 1.37% |
$61.7K - $66.1K
|
49.4K
$4.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-693- 0.83% |
$62.4K - $66.7K
|
82.8K
$7.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-704- 1.96% |
$63.4K - $67.8K
|
35.2K
$3.36M
|