Purchases and Sales Made in Q4 2024 in Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

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 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
1.15K
+ 20.67%
$105K - $115K
6.69K $637K
Feb 10, 2025 Q4 2024
Img Wealth Management, Inc.

Jacksonville, FL
BUY
 -
1.14K
New
$105K - $114K
1.14K $108K
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.13K
+ 29.01%
$104K - $113K
5.03K $479K
Feb 13, 2025 Q4 2024
Townsquare Capital LLC

BUY
 -
1.13K
+ 23.67%
$104K - $113K
5.89K $562K
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

BUY
 -
1.13K
+ 21.78%
$104K - $113K
6.31K $601K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
996
+ 46.15%
$91.6K - $99.6K
3.15K $300K
Feb 11, 2025 Q4 2024
M Holdings Securities, Inc.

Portland, OR
BUY
 -
986
New
$90.7K - $98.6K
986 $93.9K
Feb 06, 2025 Q4 2024
Live Oak Investment Partners

Austin, TX
BUY
 -
985
+ 28.51%
$90.6K - $98.5K
4.44K $423K
Jan 14, 2025 Q4 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
961
+ 0.8%
$88.4K - $96.1K
122K $11.6M
Jan 06, 2025 Q4 2024
Canandaigua National Trust CO Of Florida

Canandaigua, NY
BUY
 -
956
+ 1.75%
$87.9K - $95.6K
55.7K $5.3M
Feb 14, 2025 Q4 2024
Eagle Strategies LLC

New York, NY
BUY
 -
903
+ 3.64%
$83K - $90.3K
25.7K $2.45M
Jan 29, 2025 Q4 2024
Collier Financial

Denver, CO
BUY
 -
860
New
$79.1K - $86K
860 $81.9K
Feb 06, 2025 Q4 2024
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
856
+ 2.12%
$78.7K - $85.6K
41.2K $3.92M
Jan 28, 2025 Q4 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
851
New
$78.2K - $85.1K
851 $81.1K
Feb 10, 2025 Q4 2024
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
799
+ 0.89%
$73.5K - $79.9K
90.7K $8.64M
Feb 06, 2025 Q4 2024
Mission Wealth Management, LP

BUY
 -
786
+ 19.57%
$72.3K - $78.6K
4.8K $457K
Feb 13, 2025 Q4 2024
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
764
+ 29.27%
$70.2K - $76.4K
3.37K $321K
Jan 22, 2025 Q4 2024
Charter Oak Capital Management, LLC

BUY
 -
727
+ 0.91%
$66.8K - $72.7K
80.4K $7.66M
Jan 29, 2025 Q4 2024
New Republic Capital, LLC

Charlotte, NC
BUY
 -
714
New
$65.6K - $71.4K
714 $68K
Feb 12, 2025 Q4 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
711
+ 12.23%
$65.4K - $71.1K
6.53K $622K
Jan 28, 2025 Q4 2024
Moloney Securities Asset Management, LLC

BUY
 -
686
+ 2.95%
$63.1K - $68.6K
24K $2.28M
Feb 11, 2025 Q4 2024
Victory Financial Group, LLC

Austin, TX
BUY
 -
653
+ 10.86%
$60K - $65.3K
6.67K $635K
Jan 17, 2025 Q4 2024
Finley Financial, LLC

Las Vegas, NV
BUY
 -
640
New
$58.8K - $64K
640 $61K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
629
+ 0.13%
$57.8K - $62.9K
476K $45.4M
Feb 11, 2025 Q4 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
612
+ 26.82%
$56.3K - $61.2K
2.89K $276K
Jan 23, 2025 Q4 2024
Boyd Wealth Management, LLC

BUY
 -
608
+ 6.03%
$55.9K - $60.8K
10.7K $1.02M
Jan 17, 2025 Q4 2024
Xml Financial, LLC

BUY
 -
592
+ 15.6%
$54.4K - $59.2K
4.39K $418K
Feb 12, 2025 Q4 2024
Orion Portfolio Solutions, LLC

BUY
 -
557
+ 6.32%
$51.2K - $55.7K
9.38K $893K
Feb 03, 2025 Q4 2024
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
546
+ 0.74%
$50.2K - $54.6K
74.8K $7.12M
Feb 13, 2025 Q4 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
539
+ 2.54%
$49.6K - $53.9K
21.8K $2.07M
Feb 13, 2025 Q4 2024
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
530
+ 21.81%
$48.7K - $53K
2.96K $282K
Jan 31, 2025 Q4 2024
D.A. Davidson & Co.

BUY
 -
516
+ 8.06%
$47.4K - $51.6K
6.92K $659K
Feb 14, 2025 Q4 2024
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
513
+ 0.59%
$47.2K - $51.3K
87.3K $8.32M
Jan 21, 2025 Q4 2024
Curated Wealth Partners LLC

BUY
 -
510
+ 17.59%
$46.9K - $51K
3.41K $325K
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
509
New
$46.8K - $50.9K
509 $48.5K
Feb 03, 2025 Q4 2024
Transcend Capital Advisors, LLC

BUY
 -
499
+ 8.33%
$45.9K - $49.9K
6.49K $618K
Feb 13, 2025 Q4 2024
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
488
New
$44.9K - $48.8K
488 $46.5K
Jan 08, 2025 Q4 2024
Hilltop Wealth Advisors, LLC

BUY
 -
471
+ 1.4%
$43.3K - $47.1K
34.1K $3.25M
Jan 16, 2025 Q4 2024
Hoese & CO LLP

BUY
 -
441
New
$40.5K - $44.1K
441 $42K
Jan 27, 2025 Q4 2024
Trilogy Capital Inc.

BUY
 -
440
+ 19.24%
$40.5K - $44K
2.73K $260K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
436
+ 0.88%
$40.1K - $43.6K
49.9K $4.75M
Feb 14, 2025 Q4 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
425
+ 59.86%
$39.1K - $42.5K
1.14K $108K
Jan 13, 2025 Q4 2024
Catalyst Private Wealth, LLC

BUY
 -
407
+ 1.72%
$37.4K - $40.7K
24K $2.29M
Jan 21, 2025 Q4 2024
Dgs Capital Management, LLC

BUY
 -
402
+ 7.41%
$37K - $40.2K
5.83K $555K
Feb 12, 2025 Q4 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
390
+ 1560.0%
$35.9K - $39K
415 $39.5K
Jan 27, 2025 Q4 2024
Hager Investment Management Services, LLC

New London, NH
BUY
 -
387
New
$35.6K - $38.7K
387 $36.9K
Feb 12, 2025 Q4 2024
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
361
+ 6.54%
$33.2K - $36.1K
5.88K $560K
Jan 31, 2025 Q4 2024
Beirne Wealth Consulting Services, LLC

BUY
 -
357
+ 3.82%
$32.8K - $35.7K
9.71K $925K
Feb 14, 2025 Q4 2024
Bip Wealth, LLC

Atlanta, GA
BUY
 -
355
+ 8.08%
$32.6K - $35.5K
4.75K $452K

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