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 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-949- 1.6% |
$87.3K - $94.9K
|
58.3K
$5.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.36K- 24.7% |
$125K - $136K
|
4.13K
$392K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.36K- 6.13% |
$125K - $136K
|
20.9K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.62K- 33.01% |
$149K - $162K
|
3.29K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.78K- 1.46% |
$163K - $178K
|
120K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2.33K- 17.74% |
$214K - $233K
|
10.8K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.75K- 4.37% |
$253K - $275K
|
60.3K
$5.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.97K- 23.05% |
$273K - $297K
|
9.9K
$939K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.03K- 7.11% |
$279K - $303K
|
39.6K
$3.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-5.58K- 33.74% |
$513K - $558K
|
10.9K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-7.59K- 38.62% |
$698K - $759K
|
12.1K
$1.14M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-11.1K- 14.46% |
$1.02M - $1.11M
|
65.8K
$6.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-11.9K- 68.23% |
$1.09M - $1.19M
|
5.54K
$525K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-17.3K- 23.18% |
$1.59M - $1.73M
|
57.4K
$5.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-81.4K- 26.76% |
$7.48M - $8.14M
|
223K
$21.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-166K- 3.38% |
$15.3M - $16.6M
|
4.75M
$450M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-564K- 23.81% |
$51.8M - $56.4M
|
1.8M
$171M
|