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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 6.02% |
$103K - $120K
|
19.8K
$1.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.28K- 11.51% |
$104K - $121K
|
9.83K
$974K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 11.52% |
$105K - $122K
|
9.87K
$977K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.32K- 43.82% |
$107K - $125K
|
1.69K
$167K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.38K- 23.31% |
$113K - $131K
|
4.55K
$450K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 3.11% |
$116K - $135K
|
44.3K
$4.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.45K- 22.26% |
$118K - $137K
|
5.06K
$501K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.6K- 1.39% |
$130K - $151K
|
114K
$11.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.69K- 10.57% |
$138K - $160K
|
14.3K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.75K- 13.18% |
$143K - $166K
|
11.5K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.77K- 38.0% |
$144K - $167K
|
2.89K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 2.05% |
$147K - $170K
|
85.8K
$8.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.9K- 35.15% |
$155K - $180K
|
3.51K
$347K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.93K- 5.24% |
$157K - $182K
|
34.8K
$3.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2K- 4.79% |
$163K - $189K
|
39.7K
$3.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.02K- 16.91% |
$164K - $191K
|
9.91K
$982K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.21K- 17.07% |
$180K - $209K
|
10.7K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.33K- 6.97% |
$190K - $220K
|
31.1K
$3.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.46K- 4.39% |
$201K - $233K
|
53.7K
$5.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.53K- 6.8% |
$206K - $240K
|
34.7K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.57K- 4.66% |
$210K - $244K
|
52.7K
$5.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-2.61K- 38.02% |
$212K - $247K
|
4.25K
$421K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.69K- 46.2% |
$219K - $255K
|
3.13K
$310K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.72K- 30.53% |
$222K - $258K
|
6.19K
$614K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.74K- 4.5% |
$223K - $259K
|
58.2K
$5.77M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-2.75K- 30.51% |
$224K - $261K
|
6.27K
$622K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.98K- 13.11% |
$243K - $282K
|
19.8K
$1.96M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-3.42K- 15.29% |
$278K - $323K
|
18.9K
$1.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.42K- 2.31% |
$278K - $323K
|
144K
$14.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-3.45K- 2.39% |
$281K - $326K
|
141K
$14M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-3.47K- 3.35% |
$282K - $328K
|
99.9K
$9.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.56K- 0.98% |
$290K - $337K
|
358K
$35.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.64K- 4.56% |
$297K - $345K
|
76.2K
$7.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.78K- 12.57% |
$308K - $358K
|
26.3K
$2.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.31K- 3.02% |
$351K - $408K
|
138K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-4.53K- 24.64% |
$369K - $429K
|
13.8K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-4.71K- 32.86% |
$384K - $446K
|
9.63K
$954K
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4.94K- 49.7% |
$402K - $467K
|
5K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.25K- 10.61% |
$428K - $497K
|
44.3K
$4.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-5.28K- 10.34% |
$430K - $499K
|
45.7K
$4.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.57K- 8.52% |
$454K - $527K
|
59.8K
$5.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-5.61K- 4.67% |
$457K - $531K
|
114K
$11.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6.05K- 5.03% |
$493K - $573K
|
114K
$11.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.08K- 1.05% |
$495K - $576K
|
575K
$57M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-6.12K- 7.39% |
$499K - $580K
|
76.7K
$7.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.24K- 3.39% |
$508K - $591K
|
178K
$17.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-6.41K- 46.37% |
$522K - $607K
|
7.42K
$735K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.7K- 48.35% |
$546K - $634K
|
7.16K
$709K
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-6.72K- 1.49% |
$547K - $636K
|
444K
$43.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.79K- 18.37% |
$553K - $643K
|
30.2K
$2.99M
|