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
Jan 16, 2025 Q4 2024
Aspiriant, LLC

BUY
 -
396K
+ 13.8%
$36.4M - $39.6M
3.27M $310M
Jan 02, 2025 Q4 2024
Confluence Investment Management LLC

BUY
 -
192K
+ 270.77%
$17.7M - $19.2M
263K $25M
Jan 17, 2025 Q4 2024
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
138K
+ 31.1%
$12.7M - $13.8M
580K $55M
Jan 21, 2025 Q4 2024
Flagship Harbor Advisors, LLC

BUY
 -
54K
+ 20.78%
$4.96M - $5.4M
314K $29.7M
Jan 15, 2025 Q4 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
52.1K
+ 41.54%
$4.79M - $5.21M
177K $16.8M
Jan 13, 2025 Q4 2024
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
40.9K
+ 22.69%
$3.76M - $4.09M
221K $21M
Jan 03, 2025 Q4 2024
General Partner, Inc.

Pittsburgh, PA
BUY
 -
25.6K
New
$2.36M - $2.56M
25.6K $2.43M
Jan 06, 2025 Q4 2024
Canandaigua National Bank & Trust CO

Canandaigua, NY
BUY
 -
22.3K
+ 3.2%
$2.05M - $2.23M
721K $68.3M
Jan 21, 2025 Q4 2024
Mfa Wealth Services

Thousand Oaks, CA
BUY
 -
20.4K
New
$1.88M - $2.04M
20.4K $1.94M
Jan 16, 2025 Q4 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
20.4K
New
$1.87M - $2.04M
20.4K $1.93M
Jan 22, 2025 Q4 2024
Strategic Wealth Investment Group, LLC

BUY
 -
11.6K
New
$1.06M - $1.16M
11.6K $1.1M
Jan 23, 2025 Q4 2024
Hantz Financial Services, Inc.

BUY
 -
10.4K
+ 3.06%
$960K - $1.04M
352K $33.4M
Jan 22, 2025 Q4 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
9.04K
New
$831K - $904K
9.04K $857K
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
8.86K
+ 14.68%
$815K - $886K
69.2K $6.56M
Jan 23, 2025 Q4 2024
Fiduciary Advisors, Inc.

St. Louis, MO
BUY
 -
7.5K
New
$690K - $750K
7.5K $711K
Jan 16, 2025 Q4 2024
Annex Advisory Services, LLC

BUY
 -
6.07K
New
$558K - $607K
6.07K $575K
Jan 21, 2025 Q4 2024
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
5.44K
New
$500K - $544K
5.44K $516K
Jan 23, 2025 Q4 2024
Southern Capital Advisors, LLC

BUY
 -
5.07K
+ 1.94%
$466K - $507K
266K $25.3M
Jan 21, 2025 Q4 2024
Legacy Financial Group LLC

BUY
 -
3.77K
+ 4.6%
$346K - $377K
85.7K $8.13M
Jan 13, 2025 Q4 2024
Claro Advisors LLC

Boston, MA
BUY
 -
3.6K
+ 61.06%
$331K - $360K
9.49K $900K
Jan 17, 2025 Q4 2024
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
3.55K
+ 4.08%
$326K - $355K
90.4K $8.58M
Jan 21, 2025 Q4 2024
Crescent Grove Advisors, LLC

BUY
 -
3.27K
+ 2.11%
$301K - $327K
158K $15M
Jan 21, 2025 Q4 2024
Cx Institutional

BUY
 -
3.23K
New
$297K - $323K
3.23K $306K
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
3.09K
+ 99.01%
$284K - $309K
6.22K $589K
Jan 17, 2025 Q4 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.48K
+ 4.98%
$228K - $248K
52.3K $4.96M
Jan 21, 2025 Q4 2024
Fifth Third Bancorp

BUY
 -
2.34K
+ 15620.0%
$215K - $234K
2.36K $224K
Jan 17, 2025 Q4 2024
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
2.15K
+ 1.54%
$197K - $215K
141K $13.4M
Jan 17, 2025 Q4 2024
Erts Wealth Advisors, LLC

BUY
 -
2.01K
+ 1.72%
$185K - $201K
119K $11.3M
Jan 23, 2025 Q4 2024
Fifth Third Securities, Inc.

BUY
 -
1.86K
+ 46.59%
$171K - $186K
5.85K $555K
Jan 16, 2025 Q4 2024
Liberty One Investment Management, LLC

BUY
 -
1.86K
+ 13.61%
$171K - $186K
15.5K $1.47M
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
1.61K
+ 68.87%
$148K - $161K
3.94K $373K
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
1.18K
+ 4.33%
$108K - $118K
28.3K $2.68M
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 $5.28M
Jan 22, 2025 Q4 2024
Charter Oak Capital Management, LLC

BUY
 -
727
+ 0.91%
$66.8K - $72.7K
80.4K $7.62M
Jan 17, 2025 Q4 2024
Finley Financial, LLC

Las Vegas, NV
BUY
 -
640
New
$58.8K - $64K
640 $60.7K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
629
+ 0.13%
$57.8K - $62.9K
476K $45.2M
Jan 23, 2025 Q4 2024
Boyd Wealth Management, LLC

BUY
 -
608
+ 6.03%
$55.9K - $60.8K
10.7K $1.01M
Jan 17, 2025 Q4 2024
Xml Financial, LLC

BUY
 -
592
+ 15.6%
$54.4K - $59.2K
4.39K $416K
Jan 21, 2025 Q4 2024
Curated Wealth Partners LLC

BUY
 -
510
+ 17.59%
$46.9K - $51K
3.41K $323K
Jan 08, 2025 Q4 2024
Hilltop Wealth Advisors, LLC

BUY
 -
471
+ 1.4%
$43.3K - $47.1K
34.1K $3.23M
Jan 16, 2025 Q4 2024
Hoese & CO LLP

BUY
 -
441
New
$40.5K - $44.1K
441 $41.8K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
436
+ 0.88%
$40.1K - $43.6K
49.9K $4.73M
Jan 13, 2025 Q4 2024
Catalyst Private Wealth, LLC

BUY
 -
407
+ 1.72%
$37.4K - $40.7K
24K $2.28M
Jan 21, 2025 Q4 2024
Dgs Capital Management, LLC

BUY
 -
402
+ 7.41%
$37K - $40.2K
5.83K $552K
Jan 15, 2025 Q4 2024
Rda Financial Network

BUY
 -
333
+ 0.94%
$30.6K - $33.3K
35.6K $3.37M
Jan 02, 2025 Q4 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
320
+ 293.58%
$29.4K - $32K
429 $40.7K
Jan 03, 2025 Q4 2024
Dentgroup LLC

BUY
 -
311
+ 3.65%
$28.6K - $31.1K
8.84K $838K
Jan 17, 2025 Q4 2024
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
288
+ 12.59%
$26.5K - $28.8K
2.58K $244K

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