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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
280+ 2.94% |
$25.7K - $28K
|
9.81K
$930K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
276+ 278.79% |
$25.4K - $27.6K
|
375
$35.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
245+ 0.69% |
$22.5K - $24.5K
|
35.8K
$3.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
239+ 3.7% |
$22K - $23.9K
|
6.69K
$635K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
200+ 0.91% |
$18.4K - $20K
|
22.3K
$2.11M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
199+ 8.31% |
$18.3K - $19.9K
|
2.6K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
198+ 0.07% |
$18.2K - $19.8K
|
282K
$26.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
180+ 0.8% |
$16.5K - $18K
|
22.7K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
171New |
$15.7K - $17.1K
|
171
$16.2K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
162+ 5.35% |
$14.9K - $16.2K
|
3.19K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
150+ 0.98% |
$13.8K - $15K
|
15.5K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
133+ 3.16% |
$12.2K - $13.3K
|
4.34K
$411K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
70New |
$6.44K - $7K
|
70
$6.64K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
60+ 4.98% |
$5.52K - $6K
|
1.27K
$120K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
54+ 1.86% |
$4.96K - $5.4K
|
2.96K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
43+ 0.35% |
$3.95K - $4.3K
|
12.4K
$1.17M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
31New |
$2.85K - $3.1K
|
31
$2.94K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
30+ 1.27% |
$2.76K - $3K
|
2.39K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
23+ 0.87% |
$2.11K - $2.3K
|
2.67K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
18+ 0.14% |
$1.65K - $1.8K
|
12.9K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
15+ 0.58% |
$1.38K - $1.5K
|
2.62K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
13+ 0.57% |
$1.2K - $1.3K
|
2.31K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
8+ 0.17% |
$736 - $800
|
4.7K
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8+ 0.15% |
$736 - $800
|
5.18K
$492K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7+ 0.18% |
$644 - $700
|
3.83K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5+ 0.53% |
$460 - $500
|
946
$89.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1- 0.04% |
$91.9 - $100
|
2.25K
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-11- 0.06% |
$1.01K - $1.1K
|
17.3K
$1.65M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-12- 0.47% |
$1.1K - $1.2K
|
2.53K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-15- 0.35% |
$1.38K - $1.5K
|
4.24K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-37- 1.28% |
$3.4K - $3.7K
|
2.86K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-51- 1.53% |
$4.69K - $5.1K
|
3.29K
$312K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-65- 73.86% |
$5.98K - $6.5K
|
23
$2.18K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-80- 10.54% |
$7.36K - $8K
|
679
$64.4K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-83- 0.96% |
$7.63K - $8.3K
|
8.56K
$811K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-94- 1.09% |
$8.64K - $9.4K
|
8.55K
$811K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-290- 5.58% |
$26.7K - $29K
|
4.91K
$465K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-454- 0.74% |
$41.7K - $45.4K
|
60.6K
$5.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-481- 0.63% |
$44.2K - $48.1K
|
75.6K
$7.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-493- 12.46% |
$45.3K - $49.3K
|
3.46K
$328K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-505- 42.8% |
$46.4K - $50.5K
|
675
$64K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-511- 1.4% |
$47K - $51.1K
|
35.9K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-534- 2.11% |
$49.1K - $53.4K
|
24.7K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-626- 14.83% |
$57.6K - $62.6K
|
3.6K
$341K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-650- 1.28% |
$59.8K - $65K
|
50.2K
$4.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-675- 11.49% |
$62.1K - $67.5K
|
5.2K
$493K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-678- 22.1% |
$62.3K - $67.8K
|
2.39K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-826- 0.83% |
$75.9K - $82.6K
|
98.3K
$9.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-905- 4.38% |
$83.2K - $90.5K
|
19.7K
$1.87M
|