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 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-493- 12.46% |
$45.3K - $49.3K
|
3.46K
$331K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-505- 42.8% |
$46.4K - $50.5K
|
675
$64.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-511- 1.4% |
$47K - $51.1K
|
35.9K
$3.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-522- 7.95% |
$48K - $52.2K
|
6.04K
$578K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-527- 67.82% |
$48.5K - $52.7K
|
250
$23.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-534- 2.11% |
$49.1K - $53.4K
|
24.7K
$2.37M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-548- 3.58% |
$50.4K - $54.8K
|
14.7K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-573- 11.07% |
$52.7K - $57.3K
|
4.6K
$440K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-575- 0.95% |
$52.9K - $57.5K
|
60K
$5.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-607- 0.8% |
$55.8K - $60.7K
|
75.7K
$7.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-626- 14.83% |
$57.6K - $62.6K
|
3.6K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-628- 2.53% |
$57.7K - $62.8K
|
24.2K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-644- 6.28% |
$59.2K - $64.4K
|
9.6K
$918K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-650- 20.26% |
$59.8K - $65K
|
2.56K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-650- 1.28% |
$59.8K - $65K
|
50.2K
$4.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-658- 10.33% |
$60.5K - $65.8K
|
5.71K
$546K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-664- 6.52% |
$61K - $66.4K
|
9.52K
$910K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-675- 11.49% |
$62.1K - $67.5K
|
5.2K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-676- 3.53% |
$62.2K - $67.6K
|
18.5K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-678- 22.1% |
$62.3K - $67.8K
|
2.39K
$229K
|
|
|
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
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-800- 2.81% |
$73.6K - $80K
|
27.7K
$2.65M
|
|
|
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
$9.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-880- 23.44% |
$80.9K - $88K
|
2.88K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-905- 4.38% |
$83.2K - $90.5K
|
19.7K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-912- 17.61% |
$83.8K - $91.2K
|
4.27K
$408K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-949- 1.6% |
$87.3K - $94.9K
|
58.3K
$5.57M
|
|
|
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
$27.1K
|
|
|
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
$3.23M
|
|
|
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
$7.48M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.14K- 0.94% |
$105K - $114K
|
121K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.15K- 2.09% |
$106K - $115K
|
53.8K
$5.15M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.18K- 1.18% |
$108K - $118K
|
98.3K
$9.4M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.18K- 1.18% |
$108K - $118K
|
98.3K
$9.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.18K- 2.76% |
$109K - $118K
|
41.7K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.2K- 2.34% |
$111K - $120K
|
50.2K
$4.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.22K- 7.26% |
$112K - $122K
|
15.6K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.3K- 29.79% |
$119K - $130K
|
3.06K
$292K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.33K- 6.35% |
$122K - $133K
|
19.6K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.36K- 24.7% |
$125K - $136K
|
4.13K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.36K- 6.13% |
$125K - $136K
|
20.9K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.36K- 1.86% |
$125K - $136K
|
72K
$6.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.36K- 8.81% |
$125K - $136K
|
14.1K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.38K- 1.01% |
$127K - $138K
|
136K
$13M
|