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 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
350+ 2.03% |
$32.2K - $35K
|
17.6K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
344+ 1.67% |
$31.6K - $34.4K
|
20.9K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
333+ 0.94% |
$30.6K - $33.3K
|
35.6K
$3.39M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
320+ 293.58% |
$29.4K - $32K
|
429
$40.9K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
311+ 3.65% |
$28.6K - $31.1K
|
8.84K
$842K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
288+ 12.59% |
$26.5K - $28.8K
|
2.58K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
280+ 2.94% |
$25.7K - $28K
|
9.81K
$934K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
276+ 278.79% |
$25.4K - $27.6K
|
375
$35.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
273+ 4.32% |
$25.1K - $27.3K
|
6.6K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
268+ 0.57% |
$24.6K - $26.8K
|
47.3K
$4.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
264+ 5.23% |
$24.3K - $26.4K
|
5.32K
$506K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
262+ 0.23% |
$24.1K - $26.2K
|
113K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
248+ 0.62% |
$22.8K - $24.8K
|
40.3K
$3.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
245+ 0.69% |
$22.5K - $24.5K
|
35.8K
$3.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
239+ 3.7% |
$22K - $23.9K
|
6.69K
$638K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
235+ 0.08% |
$21.6K - $23.5K
|
285K
$27.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
226New |
$20.8K - $22.6K
|
226
$21.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
213+ 2.35% |
$19.6K - $21.3K
|
9.27K
$883K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
200+ 0.91% |
$18.4K - $20K
|
22.3K
$2.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
199+ 8.31% |
$18.3K - $19.9K
|
2.6K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
198+ 0.07% |
$18.2K - $19.8K
|
282K
$26.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
180+ 0.8% |
$16.5K - $18K
|
22.7K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
177+ 6.75% |
$16.3K - $17.7K
|
2.8K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
177New |
$16.3K - $17.7K
|
177
$16.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
176+ 6.74% |
$16.2K - $17.6K
|
2.79K
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
176+ 6.74% |
$16.2K - $17.6K
|
2.79K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
174New |
$16K - $17.4K
|
174
$16.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
171New |
$15.7K - $17.1K
|
171
$16.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
165+ 6.56% |
$15.2K - $16.5K
|
2.68K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
164+ 1.26% |
$15.1K - $16.4K
|
13.2K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
163+ 0.1% |
$15K - $16.3K
|
161K
$15.4M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
162+ 5.35% |
$14.9K - $16.2K
|
3.19K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
162+ 23.86% |
$14.9K - $16.2K
|
841
$80.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
154+ 1.69% |
$14.2K - $15.4K
|
9.28K
$884K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
150+ 0.98% |
$13.8K - $15K
|
15.5K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
147+ 6.19% |
$13.5K - $14.7K
|
2.52K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
145+ 0.59% |
$13.3K - $14.5K
|
24.6K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
139+ 4.08% |
$12.8K - $13.9K
|
3.55K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
138+ 3.75% |
$12.7K - $13.8K
|
3.82K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
137+ 6.17% |
$12.6K - $13.7K
|
2.36K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
133+ 3.16% |
$12.2K - $13.3K
|
4.34K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
133+ 1.81% |
$12.2K - $13.3K
|
7.5K
$714K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
132+ 0.5% |
$12.1K - $13.2K
|
26.5K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
130New |
$12K - $13K
|
130
$12.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
127New |
$11.7K - $12.7K
|
127
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
124+ 0.65% |
$11.4K - $12.4K
|
19.3K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
117+ 4.28% |
$10.8K - $11.7K
|
2.85K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
116+ 0.67% |
$10.7K - $11.6K
|
17.4K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
114+ 0.78% |
$10.5K - $11.4K
|
14.8K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
82New |
$7.54K - $8.2K
|
82
$7.81K
|