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 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
103+ 1.41% |
$8.39K - $9.75K
|
7.43K
$736K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
103New |
$8.39K - $9.75K
|
103
$10.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
97+ 2.95% |
$7.9K - $9.18K
|
3.38K
$335K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
95+ 0.12% |
$7.74K - $8.99K
|
77.3K
$7.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
94+ 0.46% |
$7.66K - $8.9K
|
20.3K
$2.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
89+ 0.41% |
$7.25K - $8.42K
|
21.9K
$2.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
88New |
$7.17K - $8.33K
|
88
$8.72K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
87+ 3.62% |
$7.09K - $8.23K
|
2.49K
$247K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
84+ 2.88% |
$6.84K - $7.95K
|
3.01K
$298K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
83+ 1037.5% |
$6.76K - $7.85K
|
91
$9.02K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
83+ 3.05% |
$6.76K - $7.85K
|
2.8K
$278K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
83+ 0.54% |
$6.76K - $7.85K
|
15.4K
$1.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
81+ 3.46% |
$6.6K - $7.67K
|
2.42K
$240K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
76+ 1.99% |
$6.19K - $7.19K
|
3.9K
$387K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
75+ 1.19% |
$6.11K - $7.1K
|
6.39K
$633K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
70New |
$5.7K - $6.62K
|
70
$6.93K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
62+ 0.7% |
$5.05K - $5.87K
|
8.92K
$884K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
58+ 0.47% |
$4.72K - $5.49K
|
12.5K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
56+ 0.23% |
$4.56K - $5.3K
|
24.1K
$2.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
51+ 34.46% |
$4.15K - $4.83K
|
199
$19.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
47+ 0.09% |
$3.83K - $4.45K
|
50.2K
$4.98M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
40+ 0.2% |
$3.26K - $3.79K
|
19.7K
$1.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
39+ 6.38% |
$3.18K - $3.69K
|
650
$64.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
39New |
$3.18K - $3.69K
|
39
$3.86K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
35+ 1.49% |
$2.85K - $3.31K
|
2.38K
$236K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
31+ 0.47% |
$2.53K - $2.93K
|
6.67K
$661K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
30+ 33.33% |
$2.44K - $2.84K
|
120
$11.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
28+ 0.28% |
$2.28K - $2.65K
|
10.1K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
28+ 0.74% |
$2.28K - $2.65K
|
3.8K
$376K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
27+ 0.46% |
$2.2K - $2.56K
|
5.92K
$586K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
24+ 0.32% |
$1.96K - $2.27K
|
7.55K
$748K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.61% |
$1.87K - $2.18K
|
3.8K
$376K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
23+ 0.47% |
$1.87K - $2.18K
|
4.89K
$485K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21+ 0.4% |
$1.71K - $1.99K
|
5.24K
$519K
|
|
|
Nov 04, 2025
Q2 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
18+ 0.47% |
$1.47K - $1.7K
|
3.83K
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
18+ 0.47% |
$1.47K - $1.7K
|
3.86K
$382K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
14+ 0.11% |
$1.14K - $1.32K
|
12.2K
$1.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
14+ 0.5% |
$1.14K - $1.32K
|
2.81K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.48% |
$978 - $1.14K
|
2.51K
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
10+ 0.44% |
$815 - $946
|
2.29K
$227K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.47% |
$652 - $757
|
1.73K
$171K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7+ 0.13% |
$570 - $662
|
5.2K
$515K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7+ 0.05% |
$570 - $662
|
13.2K
$1.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6+ 0.27% |
$489 - $568
|
2.22K
$220K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6New |
$489 - $568
|
6
$594
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.17% |
$489 - $568
|
3.47K
$344K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5+ 0.09% |
$407 - $473
|
5.51K
$546K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.15% |
$407 - $473
|
3.26K
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5+ 0.53% |
$407 - $473
|
955
$94.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4+ 0.09% |
$326 - $379
|
4.24K
$420K
|