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
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16.4KNew |
$1.34M - $1.56M
|
16.4K
$1.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.4K+ 551.6% |
$1.34M - $1.55M
|
19.4K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.7K+ 4.2% |
$1.2M - $1.39M
|
365K
$36.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
14K+ 22.64% |
$1.14M - $1.32M
|
75.8K
$7.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
14K+ 7.62% |
$1.14M - $1.32M
|
197K
$19.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
12.8K+ 4.73% |
$1.04M - $1.21M
|
283K
$28M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.5K+ 350.55% |
$1.01M - $1.18M
|
16K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
12.1K+ 8.17% |
$988K - $1.15M
|
161K
$15.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 2.59% |
$984K - $1.14M
|
479K
$47.4M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12K+ 153.96% |
$979K - $1.14M
|
19.8K
$1.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.5K+ 27.72% |
$936K - $1.09M
|
52.9K
$5.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
9.81K+ 46.55% |
$799K - $928K
|
30.9K
$3.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.78K+ 16.55% |
$797K - $926K
|
68.9K
$6.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.68K+ 3.49% |
$788K - $916K
|
287K
$28.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
9.21K+ 15.62% |
$750K - $872K
|
68.2K
$6.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
9.11K+ 6.31% |
$742K - $862K
|
153K
$15.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.94K+ 3.16% |
$728K - $846K
|
292K
$28.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.55K+ 5.64% |
$696K - $809K
|
160K
$15.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
8.55K+ 3.63% |
$696K - $809K
|
244K
$24.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
8.48K+ 423900.0% |
$691K - $802K
|
8.48K
$840K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.45K+ 2.48% |
$688K - $800K
|
350K
$34.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.3K+ 33.23% |
$676K - $786K
|
33.3K
$3.3M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.9K+ 339.99% |
$643K - $747K
|
10.2K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.9K+ 339.99% |
$643K - $747K
|
10.2K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.75K+ 5.35% |
$631K - $733K
|
153K
$15.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.48K+ 18.54% |
$609K - $708K
|
47.8K
$4.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
7.37KNew |
$600K - $697K
|
7.37K
$730K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.26K+ 10.85% |
$591K - $687K
|
74.1K
$7.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.26K+ 8.0% |
$591K - $687K
|
97.9K
$9.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.26K+ 72.21% |
$591K - $687K
|
17.3K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.09K+ 17.82% |
$578K - $671K
|
46.9K
$4.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.68K+ 2.38% |
$544K - $633K
|
288K
$28.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.64K+ 11.37% |
$540K - $628K
|
65K
$6.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.31K+ 3688.3% |
$514K - $597K
|
6.48K
$642K
|
|
|
Aug 05, 2025
Q2 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
6.29K+ 20.93% |
$512K - $595K
|
36.3K
$3.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.23KNew |
$508K - $590K
|
6.23K
$618K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6.22K+ 27.91% |
$507K - $589K
|
28.5K
$2.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
6.22K+ 18.6% |
$507K - $589K
|
39.7K
$3.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.2K+ 60.19% |
$505K - $587K
|
16.5K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.16KNew |
$502K - $583K
|
6.16K
$611K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.1K+ 11.33% |
$497K - $577K
|
59.9K
$5.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.98K+ 1.92% |
$487K - $566K
|
317K
$31.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5.94KNew |
$484K - $562K
|
5.94K
$589K
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
5.93K+ 2.07% |
$483K - $561K
|
292K
$28.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
5.87K+ 15.86% |
$478K - $555K
|
42.9K
$4.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.72K+ 2.08% |
$466K - $541K
|
281K
$27.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
5.7K+ 9.01% |
$464K - $540K
|
69K
$6.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.64KNew |
$459K - $533K
|
5.64K
$558K
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
5.41K+ 49.46% |
$441K - $512K
|
16.3K
$1.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.35K+ 2.55% |
$436K - $507K
|
215K
$21.3M
|