Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
75.1K+ 1.57% |
$6.11M - $7.1M
|
4.86M
$471M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65.6K+ 54.62% |
$5.34M - $6.2M
|
186K
$18M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
49K+ 63.91% |
$3.99M - $4.63M
|
126K
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
30.2KNew |
$2.46M - $2.86M
|
30.2K
$2.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
29.8K+ 5.77% |
$2.43M - $2.82M
|
546K
$52.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
24.8K+ 20.74% |
$2.02M - $2.35M
|
145K
$14M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
24.4K+ 513.68% |
$1.99M - $2.31M
|
29.2K
$2.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23.4K+ 0.52% |
$1.9M - $2.21M
|
4.48M
$435M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
20.9K+ 5.92% |
$1.7M - $1.98M
|
374K
$36.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
19.4K+ 3.26% |
$1.58M - $1.83M
|
613K
$59.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
18.3K+ 2.29% |
$1.49M - $1.73M
|
819K
$79.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
16.5KNew |
$1.34M - $1.56M
|
16.5K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
12.8K+ 4.73% |
$1.04M - $1.21M
|
283K
$27.4M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
12.1K+ 8.17% |
$988K - $1.15M
|
161K
$15.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.5K+ 27.72% |
$936K - $1.09M
|
52.9K
$5.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
9.81K+ 46.55% |
$799K - $928K
|
30.9K
$2.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.78K+ 16.55% |
$797K - $926K
|
68.9K
$6.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
9.21K+ 15.62% |
$750K - $872K
|
68.2K
$6.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.55K+ 5.64% |
$696K - $809K
|
160K
$15.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
8.55K+ 3.63% |
$696K - $809K
|
244K
$23.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
6.22K+ 18.6% |
$507K - $589K
|
39.7K
$3.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5.94KNew |
$484K - $562K
|
5.94K
$576K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.72K+ 2.08% |
$466K - $541K
|
281K
$27.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
5.7K+ 9.01% |
$464K - $540K
|
69K
$6.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
5.41K+ 49.46% |
$441K - $512K
|
16.3K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.35K+ 2.55% |
$436K - $507K
|
215K
$20.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.94KNew |
$403K - $468K
|
4.94K
$479K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.93KNew |
$401K - $466K
|
4.93K
$478K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.21K+ 4.99% |
$343K - $399K
|
88.7K
$8.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4KNew |
$326K - $379K
|
4K
$388K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.89KNew |
$317K - $368K
|
3.89K
$377K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.77K+ 53.17% |
$307K - $357K
|
10.9K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.46K+ 2.78% |
$282K - $327K
|
128K
$12.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.28K+ 3.24% |
$267K - $310K
|
105K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.06K+ 0.67% |
$250K - $290K
|
460K
$44.6M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3K+ 78.86% |
$244K - $284K
|
6.8K
$660K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.94K+ 23.51% |
$239K - $278K
|
15.4K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.63K+ 615.42% |
$215K - $249K
|
3.06K
$297K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.49KNew |
$203K - $236K
|
2.49K
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 6.71% |
$193K - $224K
|
37.6K
$3.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.36KNew |
$193K - $224K
|
2.36K
$229K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
2.34K+ 3.17% |
$191K - $222K
|
76.3K
$7.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.23KNew |
$181K - $211K
|
2.23K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2K+ 39.35% |
$163K - $189K
|
7.08K
$687K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.77K+ 249.51% |
$145K - $168K
|
2.49K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.42K+ 1.98% |
$116K - $135K
|
73.4K
$7.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.3K+ 2.63% |
$105K - $123K
|
50.6K
$4.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.3KNew |
$105K - $123K
|
1.3K
$126K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 42.38% |
$90.4K - $105K
|
3.73K
$362K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.1K+ 1.47% |
$89.4K - $104K
|
75.8K
$7.35M
|