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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.34M+ 2455.38% |
$191M - $222M
|
2.44M
$242M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.19M+ 3.04% |
$179M - $208M
|
74.4M
$7.37B
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
867K+ 17.94% |
$70.6M - $82M
|
5.7M
$565M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
755K+ 5.23% |
$61.5M - $71.5M
|
15.2M
$1.5B
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
653K+ 14.2% |
$53.2M - $61.8M
|
5.25M
$520M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
396K+ 117.52% |
$32.3M - $37.5M
|
733K
$72.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
354KNew |
$28.8M - $33.5M
|
354K
$35M
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
350K+ 68.16% |
$28.5M - $33.1M
|
864K
$85.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
269K+ 9.73% |
$21.9M - $25.5M
|
3.04M
$301M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
264KNew |
$21.5M - $25M
|
264K
$26.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
248K+ 24.46% |
$20.2M - $23.5M
|
1.26M
$125M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
175K+ 863.1% |
$14.3M - $16.6M
|
196K
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
90.6K+ 14.4% |
$7.38M - $8.57M
|
719K
$71.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
89.4K+ 6.32% |
$7.28M - $8.46M
|
1.51M
$149M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
79.5K+ 197.22% |
$6.48M - $7.52M
|
120K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.6K+ 5.81% |
$6.16M - $7.15M
|
1.38M
$136M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
75.1K+ 1.57% |
$6.11M - $7.1M
|
4.86M
$481M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65.6K+ 54.62% |
$5.34M - $6.2M
|
186K
$18.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
58.5K+ 34.39% |
$4.77M - $5.54M
|
229K
$22.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
58K+ 39.1% |
$4.73M - $5.49M
|
206K
$20.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
53K+ 152.21% |
$4.32M - $5.02M
|
87.9K
$8.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
49K+ 1.39% |
$3.99M - $4.64M
|
3.58M
$354M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
49K+ 63.91% |
$3.99M - $4.63M
|
126K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40.9K+ 4.21% |
$3.33M - $3.87M
|
1.01M
$100M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39K+ 29.54% |
$3.17M - $3.69M
|
171K
$16.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.8K+ 100.97% |
$3.08M - $3.57M
|
75.2K
$7.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
37.3K+ 17.43% |
$3.04M - $3.53M
|
251K
$24.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
34.2KNew |
$2.79M - $3.24M
|
34.2K
$3.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
32KNew |
$2.61M - $3.03M
|
32K
$3.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31KNew |
$2.53M - $2.93M
|
31K
$3.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
30.2KNew |
$2.46M - $2.86M
|
30.2K
$2.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
29.8K+ 5.77% |
$2.43M - $2.82M
|
546K
$54.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
25.7K+ 167.78% |
$2.09M - $2.43M
|
41K
$4.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
24.8K+ 20.74% |
$2.02M - $2.35M
|
145K
$14.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
24.4K+ 513.68% |
$1.99M - $2.31M
|
29.2K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
23.7KNew |
$1.93M - $2.25M
|
23.7K
$2.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23.4K+ 0.52% |
$1.9M - $2.21M
|
4.48M
$444M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
23.4K+ 190.23% |
$1.9M - $2.21M
|
35.7K
$3.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
22.4K+ 6.69% |
$1.82M - $2.12M
|
357K
$35.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
20.9K+ 5.92% |
$1.7M - $1.98M
|
374K
$37.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
20.9KNew |
$1.7M - $1.98M
|
20.9K
$2.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
19.4K+ 3.26% |
$1.58M - $1.83M
|
613K
$60.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
18.7K+ 7.82% |
$1.52M - $1.76M
|
257K
$25.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
18.3K+ 2.29% |
$1.49M - $1.73M
|
819K
$81.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
18.3K+ 80.92% |
$1.49M - $1.73M
|
40.9K
$4.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
17.9KNew |
$1.46M - $1.7M
|
17.9K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
17.8K+ 17.89% |
$1.45M - $1.68M
|
117K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.8K+ 17.71% |
$1.37M - $1.59M
|
111K
$11M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
16.5KNew |
$1.34M - $1.56M
|
16.5K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
16.4K+ 2.7% |
$1.34M - $1.56M
|
626K
$62M
|