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 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.11KNew |
$171K - $199K
|
2.11K
$209K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
2.1K+ 1.88% |
$171K - $198K
|
113K
$11.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.06K+ 146.47% |
$167K - $194K
|
3.46K
$343K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2K+ 39.35% |
$163K - $189K
|
7.08K
$702K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.85K+ 57.92% |
$150K - $175K
|
5.04K
$499K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.77K+ 249.51% |
$145K - $168K
|
2.49K
$246K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.65K+ 2.67% |
$134K - $156K
|
63.4K
$6.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
1.62K+ 4.46% |
$132K - $153K
|
37.9K
$3.75M
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.6K+ 66.5% |
$131K - $152K
|
4.02K
$398K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.42K+ 1.98% |
$116K - $135K
|
73.4K
$7.27M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
1.36K+ 3.15% |
$111K - $129K
|
44.6K
$4.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.34K+ 21.23% |
$109K - $127K
|
7.67K
$760K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.31K+ 0.99% |
$107K - $124K
|
133K
$13.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.3K+ 2.63% |
$105K - $123K
|
50.6K
$5.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.3KNew |
$105K - $123K
|
1.3K
$128K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 1.84% |
$103K - $119K
|
69.6K
$6.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.22K+ 0.99% |
$99.1K - $115K
|
124K
$12.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.2K+ 32.91% |
$98.1K - $114K
|
4.86K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.16KNew |
$94.3K - $110K
|
1.16K
$115K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.14KNew |
$92.5K - $107K
|
1.14K
$113K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
1.11K+ 11.95% |
$90.5K - $105K
|
10.4K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 42.38% |
$90.4K - $105K
|
3.73K
$369K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.1K+ 1.47% |
$89.4K - $104K
|
75.8K
$7.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.02K+ 30.07% |
$83.1K - $96.5K
|
4.41K
$437K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
984+ 2.73% |
$80.2K - $93.1K
|
37K
$3.66M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
972+ 2.73% |
$79.2K - $92K
|
36.6K
$3.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
961+ 4.4% |
$78.3K - $90.9K
|
22.8K
$2.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
900+ 28.39% |
$73.3K - $85.2K
|
4.07K
$403K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
874+ 4.74% |
$71.2K - $82.7K
|
19.3K
$1.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
831+ 28.06% |
$67.7K - $78.6K
|
3.79K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
823New |
$67K - $77.9K
|
823
$81.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
818+ 19.88% |
$66.6K - $77.4K
|
4.93K
$489K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
766+ 2.95% |
$62.4K - $72.5K
|
26.7K
$2.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
765+ 0.47% |
$62.3K - $72.4K
|
162K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
726+ 0.61% |
$59.1K - $68.7K
|
120K
$11.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
715+ 1.37% |
$58.2K - $67.7K
|
53.1K
$5.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
713+ 14.23% |
$58.1K - $67.5K
|
5.72K
$567K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
686+ 1.39% |
$55.9K - $64.9K
|
50.1K
$4.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
678+ 2.1% |
$55.2K - $64.2K
|
32.9K
$3.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
678+ 2.95% |
$55.2K - $64.2K
|
23.7K
$2.34M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
658+ 2.91% |
$53.6K - $62.3K
|
23.2K
$2.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
647+ 12.06% |
$52.7K - $61.2K
|
6.01K
$596K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
622+ 12.29% |
$50.7K - $58.9K
|
5.68K
$563K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
611+ 21.53% |
$49.8K - $57.8K
|
3.45K
$342K
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
569+ 0.43% |
$46.4K - $53.8K
|
134K
$13.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
565+ 0.99% |
$46K - $53.5K
|
57.9K
$5.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
558New |
$45.5K - $52.8K
|
558
$55.3K
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
556+ 6.05% |
$45.3K - $52.6K
|
9.75K
$966K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
544+ 14.27% |
$44.3K - $51.5K
|
4.36K
$432K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
540+ 18.2% |
$44K - $51.1K
|
3.51K
$347K
|