Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
192K+ 270.77% |
$17.7M - $19.2M
|
263K
$24M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
25.6KNew |
$2.36M - $2.56M
|
25.6K
$2.34M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
22.3K+ 3.2% |
$2.05M - $2.23M
|
721K
$65.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
956+ 1.75% |
$87.9K - $95.6K
|
55.7K
$5.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
629+ 0.13% |
$57.8K - $62.9K
|
476K
$43.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
471+ 1.4% |
$43.3K - $47.1K
|
34.1K
$3.11M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
320+ 293.58% |
$29.4K - $32K
|
429
$39.2K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
311+ 3.65% |
$28.6K - $31.1K
|
8.84K
$806K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
199+ 8.31% |
$18.3K - $19.9K
|
2.6K
$237K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
31New |
$2.85K - $3.1K
|
31
$2.83K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-12- 0.47% |
$1.1K - $1.2K
|
2.53K
$231K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-65- 73.86% |
$5.98K - $6.5K
|
23
$2.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-505- 42.8% |
$46.4K - $50.5K
|
675
$61.6K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-11.1K- 14.46% |
$1.02M - $1.11M
|
65.8K
$6.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-11.9K- 68.23% |
$1.09M - $1.19M
|
5.54K
$505K
|