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 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-678- 22.1% |
$62.3K - $67.8K
|
2.39K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-743- 24.46% |
$68.3K - $74.3K
|
2.29K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-782- 0.69% |
$71.9K - $78.2K
|
113K
$10.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-793- 6.16% |
$72.9K - $79.3K
|
12.1K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-800- 2.81% |
$73.6K - $80K
|
27.7K
$2.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-816- 6.66% |
$75K - $81.6K
|
11.4K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-826- 0.83% |
$75.9K - $82.6K
|
98.3K
$9.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-880- 23.44% |
$80.9K - $88K
|
2.88K
$274K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-905- 4.38% |
$83.2K - $90.5K
|
19.7K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-912- 17.61% |
$83.8K - $91.2K
|
4.27K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-949- 1.6% |
$87.3K - $94.9K
|
58.3K
$5.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-953- 0.83% |
$87.6K - $95.3K
|
113K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1K- 77.94% |
$91.9K - $100K
|
283
$27K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1K- 8.51% |
$92.3K - $100K
|
10.8K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.03K- 2.96% |
$94.9K - $103K
|
33.8K
$3.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 8.21% |
$95.3K - $104K
|
11.6K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.11K- 1.39% |
$102K - $111K
|
78.2K
$7.45M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.14K- 0.94% |
$105K - $114K
|
121K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.15K- 2.09% |
$106K - $115K
|
53.8K
$5.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.18K- 2.76% |
$109K - $118K
|
41.7K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.2K- 2.34% |
$111K - $120K
|
50.2K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.22K- 7.26% |
$112K - $122K
|
15.6K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.3K- 29.79% |
$119K - $130K
|
3.06K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.36K- 24.7% |
$125K - $136K
|
4.13K
$394K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.36K- 6.13% |
$125K - $136K
|
20.9K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.36K- 1.86% |
$125K - $136K
|
72K
$6.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.36K- 8.81% |
$125K - $136K
|
14.1K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.38K- 1.01% |
$127K - $138K
|
136K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.39K- 10.77% |
$127K - $139K
|
11.5K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.42K- 1.75% |
$131K - $142K
|
79.9K
$7.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.52K- 41.07% |
$140K - $152K
|
2.18K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.62K- 33.01% |
$149K - $162K
|
3.29K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.66K- 5.25% |
$152K - $166K
|
29.9K
$2.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.75K- 37.74% |
$161K - $175K
|
2.89K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.78K- 1.46% |
$163K - $178K
|
120K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.09K- 47.38% |
$192K - $209K
|
2.32K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.13K- 20.3% |
$196K - $213K
|
8.38K
$798K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.14K- 34.78% |
$197K - $214K
|
4.02K
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2.33K- 17.74% |
$214K - $233K
|
10.8K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-2.39K- 21.19% |
$220K - $239K
|
8.89K
$847K
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-2.45K- 23.74% |
$226K - $245K
|
7.88K
$751K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-2.5K- 38.77% |
$230K - $250K
|
3.95K
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.6K- 3.92% |
$239K - $260K
|
63.6K
$6.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.75K- 4.37% |
$253K - $275K
|
60.3K
$5.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-2.86K- 0.64% |
$263K - $286K
|
446K
$42.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.89K- 1.7% |
$266K - $289K
|
167K
$15.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.91K- 14.27% |
$267K - $291K
|
17.5K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.97K- 23.05% |
$273K - $297K
|
9.9K
$943K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.03K- 7.11% |
$279K - $303K
|
39.6K
$3.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.2K- 2.27% |
$294K - $320K
|
138K
$13.1M
|