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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
7.16KNew |
$659K - $717K
|
7.16K
$683K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.08KNew |
$651K - $708K
|
7.08K
$674K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.6KNew |
$607K - $660K
|
6.6K
$629K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.47KNew |
$595K - $647K
|
6.47K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.2K+ 6.82% |
$570K - $620K
|
97.2K
$9.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.16K+ 5.02% |
$566K - $616K
|
129K
$12.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.07KNew |
$558K - $607K
|
6.07K
$578K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.8K+ 4.55% |
$533K - $580K
|
133K
$12.7M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.65KNew |
$519K - $565K
|
5.65K
$538K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.54K+ 11.86% |
$509K - $554K
|
52.2K
$4.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
5.48K+ 10.06% |
$503K - $548K
|
59.9K
$5.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.47K+ 7.08% |
$502K - $547K
|
82.7K
$7.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.44KNew |
$500K - $544K
|
5.44K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.42K+ 1.2% |
$499K - $543K
|
456K
$43.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.28K+ 9.47% |
$485K - $528K
|
61K
$5.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.24KNew |
$482K - $524K
|
5.24K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.17K+ 13.76% |
$476K - $517K
|
42.8K
$4.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.14K+ 17.97% |
$473K - $514K
|
33.7K
$3.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.07K+ 1.94% |
$466K - $507K
|
266K
$25.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5K+ 2.41% |
$459K - $500K
|
212K
$20.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.76K+ 4.23% |
$437K - $476K
|
117K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.62KNew |
$424K - $462K
|
4.62K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.53K+ 13.39% |
$417K - $453K
|
38.4K
$3.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.44K+ 15.58% |
$408K - $444K
|
33K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.44K+ 6824.62% |
$408K - $444K
|
4.5K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.21K+ 3.17% |
$387K - $421K
|
137K
$13M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.05K+ 8.47% |
$372K - $405K
|
51.8K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.78K+ 3.03% |
$347K - $378K
|
128K
$12.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.77K+ 4.6% |
$346K - $377K
|
85.7K
$8.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.76KNew |
$346K - $376K
|
3.76K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.61K+ 8.97% |
$332K - $361K
|
43.8K
$4.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.6K+ 61.06% |
$331K - $360K
|
9.49K
$904K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.57KNew |
$329K - $357K
|
3.57K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.56KNew |
$328K - $356K
|
3.56K
$339K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.55K+ 4.08% |
$326K - $355K
|
90.4K
$8.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.54KNew |
$325K - $354K
|
3.54K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.52KNew |
$324K - $352K
|
3.52K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.45KNew |
$318K - $345K
|
3.45K
$329K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
3.43KNew |
$315K - $343K
|
3.43K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
3.36KNew |
$309K - $336K
|
3.36K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.27K+ 2.11% |
$301K - $327K
|
158K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.24K+ 6.31% |
$298K - $324K
|
54.6K
$5.2M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
3.23K+ 14.79% |
$297K - $323K
|
25.1K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.23KNew |
$297K - $323K
|
3.23K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.17K+ 61.59% |
$292K - $317K
|
8.32K
$793K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.12KNew |
$286K - $312K
|
3.12K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
3.12K+ 3.2% |
$286K - $312K
|
100K
$9.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
3.1KNew |
$285K - $310K
|
3.1K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.09K+ 99.01% |
$284K - $309K
|
6.22K
$592K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.09KNew |
$284K - $309K
|
3.09K
$294K
|