Purchases and Sales Made in Q2 2025 in Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

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
Sep 22, 2025 Q2 2025
Caldwell Trust CO

Venice, FL
BUY
 -
539
New
$43.9K - $51K
539 $53.4K
Jul 15, 2025 Q2 2025
Fifth Third Bancorp

BUY
 -
534
+ 49.95%
$43.5K - $50.5K
1.6K $159K
Jul 11, 2025 Q2 2025
Long View Wealth Management

Atlanta, GA
BUY
 -
532
+ 21.52%
$43.3K - $50.3K
3K $298K
Aug 13, 2025 Q2 2025
Berry Wealth Group, LP

Granbury, TX
BUY
 -
526
+ 14.68%
$42.8K - $49.8K
4.11K $407K
Jul 18, 2025 Q2 2025
Pure Financial Advisors, LLC

BUY
 -
495
+ 5.69%
$40.3K - $46.8K
9.2K $911K
Jul 18, 2025 Q2 2025
Centricity Wealth Management, LLC

Westerville, OH
BUY
 -
494
+ 1.95%
$40.2K - $46.7K
25.9K $2.57M
Aug 11, 2025 Q2 2025
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
475
+ 4.94%
$38.7K - $44.9K
10.1K $999K
Jul 30, 2025 Q2 2025
Whittier Trust CO Of Nevada Inc

BUY
 -
470
+ 10.93%
$38.3K - $44.5K
4.77K $473K
Aug 07, 2025 Q2 2025
Nwam LLC

Mercer Island, WA
BUY
 -
453
+ 5.57%
$36.9K - $42.9K
8.58K $850K
Aug 11, 2025 Q2 2025
Inspire Advisors, LLC

Meridian, ID
BUY
 -
451
+ 20.33%
$36.7K - $42.7K
2.67K $264K
Jul 21, 2025 Q2 2025
New Century Financial Group, LLC

Princeton, NJ
BUY
 -
428
+ 16.4%
$34.9K - $40.5K
3.04K $301K
Jul 23, 2025 Q2 2025
Eagle Strategies LLC

New York, NY
BUY
 -
426
+ 1.61%
$34.7K - $40.3K
26.9K $2.67M
Jul 10, 2025 Q2 2025
Exchange Traded Concepts, LLC

BUY
 -
378
New
$30.8K - $35.8K
378 $37.4K
Aug 14, 2025 Q2 2025
Headlands Technologies LLC

Chicago, IL
BUY
 -
359
+ 520.29%
$29.2K - $34K
428 $42.4K
Aug 11, 2025 Q2 2025
Guidance Point Advisors, LLC

BUY
 -
337
+ 1.18%
$27.5K - $31.9K
29K $2.87M
Aug 13, 2025 Q2 2025
Crescent Grove Advisors, LLC

BUY
 -
335
+ 0.21%
$27.3K - $31.7K
160K $15.9M
Jul 21, 2025 Q2 2025
Zwj Investment Counsel Inc

BUY
 -
325
+ 1.3%
$26.5K - $30.8K
25.2K $2.5M
Jul 29, 2025 Q2 2025
Private Trust CO Na

BUY
 -
324
+ 1.42%
$26.4K - $30.7K
23.1K $2.29M
Jul 28, 2025 Q2 2025
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
292
+ 8.69%
$23.8K - $27.6K
3.65K $362K
Aug 08, 2025 Q2 2025
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
282
New
$23K - $26.7K
282 $27.9K
Aug 12, 2025 Q2 2025
Mount Yale Investment Advisors, LLC

BUY
 -
275
New
$22.4K - $26K
275 $27.2K
Jul 22, 2025 Q2 2025
Valeo Financial Advisors, LLC

BUY
 -
273
+ 8.91%
$22.2K - $25.8K
3.34K $331K
Aug 29, 2025 Q2 2025
Centaurus Financial, Inc.

BUY
 -
267
+ 0.17%
$21.7K - $25.3K
161K $15.9M
Aug 29, 2025 Q2 2025
Evolution Wealth Management Inc.

Fort Myers, FL
BUY
 -
264
New
$21.5K - $25K
264 $26.2K
Jul 29, 2025 Q2 2025
Stratos Wealth Advisors, LLC

BUY
 -
260
+ 2.63%
$21.2K - $24.6K
10.1K $1M
Aug 08, 2025 Q2 2025
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
258
New
$21K - $24.4K
258 $25.6K
Aug 06, 2025 Q2 2025
Prospera Financial Services Inc

BUY
 -
254
+ 1.05%
$20.7K - $24K
24.4K $2.42M
Aug 05, 2025 Q2 2025
Next Capital Management LLC

BUY
 -
254
+ 1.91%
$20.7K - $24K
13.5K $1.34M
Jul 10, 2025 Q2 2025
Family Legacy Financial Solutions, LLC

Cary, NC
BUY
 -
243
New
$19.8K - $23K
243 $24.1K
Jul 11, 2025 Q2 2025
Wealth Management Partners, LLC

BUY
 -
223
+ 0.56%
$18.2K - $21.1K
40K $3.97M
Jul 30, 2025 Q2 2025
Liberty One Investment Management, LLC

BUY
 -
215
+ 1.25%
$17.5K - $20.3K
17.4K $1.73M
Aug 13, 2025 Q2 2025
National Bank Of Canada

BUY
 -
210
+ 5.53%
$17.1K - $19.9K
4.01K $397K
Aug 14, 2025 Q2 2025
Sterling Wealth Management, Inc.

Champaign, IL
BUY
 -
197
+ 0.74%
$16K - $18.6K
26.7K $2.65M
Jul 09, 2025 Q2 2025
Sapient Capital LLC

Indianapolis, IN
BUY
 -
177
+ 0.19%
$14.4K - $16.7K
95.6K $9.48M
Jul 17, 2025 Q2 2025
Xml Financial, LLC

BUY
 -
175
+ 3.16%
$14.3K - $16.6K
5.72K $567K
Jul 21, 2025 Q2 2025
Financial Council Asset Management Inc

BUY
 -
158
+ 0.17%
$12.9K - $15K
91.4K $9.06M
Aug 05, 2025 Q2 2025
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
155
+ 2.2%
$12.6K - $14.7K
7.21K $715K
Aug 14, 2025 Q2 2025
Strategic Wealth Investment Group, LLC

BUY
 -
151
New
$12.3K - $14.3K
151 $15K
Aug 14, 2025 Q2 2025
Integrated Wealth Concepts LLC

BUY
 -
150
+ 0.14%
$12.2K - $14.2K
107K $10.6M
Aug 11, 2025 Q2 2025
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
149
New
$12.1K - $14.1K
149 $14.8K
Jul 22, 2025 Q2 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
146
+ 5.09%
$11.9K - $13.8K
3.01K $299K
Aug 04, 2025 Q2 2025
Pinnacle Associates LTD

BUY
 -
146
+ 5.5%
$11.9K - $13.8K
2.8K $277K
Aug 14, 2025 Q2 2025
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
141
+ 13.0%
$11.5K - $13.3K
1.23K $121K
Jul 09, 2025 Q2 2025
Christopher J. Hasenberg, Inc

Eau Claire, WI
BUY
 -
123
+ 219.64%
$10K - $11.6K
179 $17.7K
Aug 13, 2025 Q2 2025
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
120
+ 1.17%
$9.78K - $11.4K
10.4K $1.03M
Aug 14, 2025 Q2 2025
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
118
+ 0.9%
$9.61K - $11.2K
13.3K $1.31M
Aug 13, 2025 Q2 2025
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
117
New
$9.53K - $11.1K
117 $11.6K
Aug 12, 2025 Q2 2025
Franklin Resources Inc

San Mateo, CA
BUY
 -
108
+ 26.02%
$8.8K - $10.2K
523 $51.8K
Jul 31, 2025 Q2 2025
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
108
+ 450.0%
$8.8K - $10.2K
132 $13.1K

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