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 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
82New |
$7.54K - $8.2K
|
82
$7.81K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
72+ 0.74% |
$6.62K - $7.2K
|
9.87K
$940K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
70New |
$6.44K - $7K
|
70
$6.67K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
70New |
$6.44K - $7K
|
70
$6.67K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
61+ 37.42% |
$5.61K - $6.1K
|
224
$21.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
60+ 4.98% |
$5.52K - $6K
|
1.27K
$121K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
54+ 1.86% |
$4.96K - $5.4K
|
2.96K
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
52+ 0.65% |
$4.78K - $5.2K
|
8.09K
$770K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
49+ 0.81% |
$4.51K - $4.9K
|
6.12K
$583K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
44+ 1.53% |
$4.05K - $4.4K
|
2.92K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
44New |
$4.05K - $4.4K
|
44
$4.19K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
43+ 0.35% |
$3.95K - $4.3K
|
12.4K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
42+ 0.15% |
$3.86K - $4.2K
|
27.8K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.59% |
$3.59K - $3.9K
|
6.61K
$630K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
31New |
$2.85K - $3.1K
|
31
$2.95K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
31New |
$2.85K - $3.1K
|
31
$2.95K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
30+ 1.31% |
$2.76K - $3K
|
2.32K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
30+ 1.27% |
$2.76K - $3K
|
2.39K
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
29+ 1.83% |
$2.67K - $2.9K
|
1.61K
$153K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
23+ 0.87% |
$2.11K - $2.3K
|
2.67K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20+ 66.67% |
$1.84K - $2K
|
50
$4.76K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
18+ 0.14% |
$1.65K - $1.8K
|
12.9K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
16+ 0.6% |
$1.47K - $1.6K
|
2.66K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
16New |
$1.47K - $1.6K
|
16
$1.52K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
15+ 0.58% |
$1.38K - $1.5K
|
2.62K
$250K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
14+ 0.62% |
$1.29K - $1.4K
|
2.29K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.57% |
$1.29K - $1.4K
|
2.45K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
13+ 0.12% |
$1.2K - $1.3K
|
11.3K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
13+ 0.57% |
$1.2K - $1.3K
|
2.31K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
13New |
$1.2K - $1.3K
|
13
$1.24K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12+ 0.39% |
$1.1K - $1.2K
|
3.1K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10+ 0.58% |
$919 - $1K
|
1.74K
$166K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10+ 0.58% |
$919 - $1K
|
1.74K
$166K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9+ 0.25% |
$827 - $900
|
3.55K
$339K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9+ 0.14% |
$827 - $900
|
6.39K
$608K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
8+ 0.17% |
$736 - $800
|
4.7K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$736 - $800
|
8
$762
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8+ 0.15% |
$736 - $800
|
5.18K
$494K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 0.55% |
$736 - $800
|
1.46K
$139K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7+ 0.18% |
$644 - $700
|
3.83K
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7+ 0.21% |
$644 - $700
|
3.3K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5+ 0.53% |
$460 - $500
|
946
$90.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 0.67% |
$460 - $500
|
756
$72K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.61% |
$276 - $300
|
495
$47.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.38% |
$276 - $300
|
798
$76K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.39% |
$276 - $300
|
774
$73.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
2+ 0.08% |
$184 - $200
|
2.58K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2+ 0.08% |
$184 - $200
|
2.62K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.23% |
$91.9 - $100
|
445
$42.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.01% |
$91.9 - $100
|
9.52K
$907K
|