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 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.12K- 73.63% |
$580K - $674K
|
2.55K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.28K- 6.75% |
$593K - $689K
|
101K
$9.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-8.44K- 99.98% |
$688K - $799K
|
2
$198
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
SELL
|
- |
-8.49K- 6.02% |
$691K - $803K
|
133K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-8.58K- 36.14% |
$699K - $812K
|
15.2K
$1.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.71K- 48.66% |
$709K - $824K
|
9.18K
$910K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-9.1K- 51.28% |
$741K - $861K
|
8.65K
$857K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-9.15K- 4.62% |
$746K - $866K
|
189K
$18.7M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.56K- 1.85% |
$779K - $905K
|
507K
$50.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-11K- 32.46% |
$897K - $1.04M
|
22.9K
$2.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-11.1K- 1.62% |
$907K - $1.05M
|
676K
$66.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-11.3K- 3.19% |
$922K - $1.07M
|
343K
$34M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.9K- 7.93% |
$973K - $1.13M
|
139K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12K- 8.41% |
$981K - $1.14M
|
131K
$13M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-12.6K- 11.82% |
$1.02M - $1.19M
|
93.8K
$9.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.6K- 78.83% |
$1.03M - $1.19M
|
3.38K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.7K- 0.78% |
$1.03M - $1.2M
|
1.61M
$159M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-13.2K- 5.03% |
$1.07M - $1.25M
|
249K
$24.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13.7K- 7.92% |
$1.12M - $1.3M
|
160K
$15.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15.2K- 52.22% |
$1.24M - $1.44M
|
13.9K
$1.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-15.7K- 19.47% |
$1.28M - $1.49M
|
65.1K
$6.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-16.9K- 41.36% |
$1.38M - $1.6M
|
23.9K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18.4K- 91.49% |
$1.5M - $1.74M
|
1.72K
$170K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-19.2K- 2.86% |
$1.57M - $1.82M
|
653K
$64.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-19.3K- 80.06% |
$1.57M - $1.82M
|
4.8K
$475K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-20.2K- 48.76% |
$1.65M - $1.91M
|
21.3K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.4K- 56.36% |
$2.15M - $2.5M
|
20.4K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-31.8K- 17.31% |
$2.59M - $3.01M
|
152K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-32.8K- 48.68% |
$2.67M - $3.1M
|
34.6K
$3.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-38.2K- 68.45% |
$3.12M - $3.62M
|
17.6K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-42K- 36.8% |
$3.42M - $3.98M
|
72.2K
$7.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.7K- 7.63% |
$3.48M - $4.04M
|
517K
$51.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-46.4K- 79.89% |
$3.78M - $4.39M
|
11.7K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-47K- 94.38% |
$3.83M - $4.45M
|
2.8K
$278K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-52.7K- 87.51% |
$4.29M - $4.98M
|
7.52K
$745K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-59.5K- 43.28% |
$4.85M - $5.63M
|
78K
$7.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-62K- 88.51% |
$5.05M - $5.87M
|
8.05K
$798K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-68.1K- 10.17% |
$5.55M - $6.45M
|
601K
$59.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-88.8K- 7.8% |
$7.23M - $8.4M
|
1.05M
$104M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-121K- 5.02% |
$9.85M - $11.4M
|
2.29M
$227M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-164K- 1.78% |
$13.3M - $15.5M
|
9.02M
$893M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-181K- 70.48% |
$14.7M - $17.1M
|
75.6K
$7.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-185K- 14.02% |
$15.1M - $17.5M
|
1.13M
$112M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-225K- 13.93% |
$18.3M - $21.3M
|
1.39M
$138M
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-248K- 66.37% |
$20.2M - $23.5M
|
126K
$12.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-255K- 83.23% |
$20.8M - $24.1M
|
51.4K
$5.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-257K- 73.66% |
$20.9M - $24.3M
|
91.7K
$9.09M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-347K- 43.21% |
$28.3M - $32.8M
|
456K
$45.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-800K- 65.84% |
$65.1M - $75.7M
|
415K
$41.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.34M- 95.89% |
$190M - $221M
|
100K
$9.93M
|