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 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4New |
$326 - $379
|
4
$396
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
4+ 0.15% |
$326 - $379
|
2.73K
$271K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$326 - $379
|
3.47K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.13% |
$244 - $284
|
2.37K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
3New |
$244 - $284
|
3
$297
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.25% |
$163 - $189
|
803
$79.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.06% |
$163 - $189
|
3.12K
$309K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.4% |
$163 - $189
|
499
$49.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.0% |
$163 - $189
|
55K
$5.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2+ 0.08% |
$163 - $189
|
2.63K
$260K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2+ 0.45% |
$163 - $189
|
444
$44K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.15% |
$81.5 - $94.6
|
652
$64.6K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$81.5 - $94.6
|
7.83K
$776K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1+ 0.04% |
$81.5 - $94.6
|
2.58K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1- 0.05% |
$81.5 - $94.6
|
2.18K
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-3- 0.07% |
$244 - $284
|
4.37K
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-3- 0.12% |
$244 - $284
|
2.44K
$242K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3- 0.08% |
$244 - $284
|
3.96K
$393K
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-4- 0.01% |
$326 - $379
|
52.5K
$5.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-7- 0.4% |
$570 - $662
|
1.74K
$173K
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-12- 0.27% |
$978 - $1.14K
|
4.49K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-13- 0.05% |
$1.06K - $1.23K
|
24.7K
$2.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-15- 0.04% |
$1.22K - $1.42K
|
35.1K
$3.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-19- 0.88% |
$1.55K - $1.8K
|
2.15K
$213K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-21- 0.48% |
$1.71K - $1.99K
|
4.32K
$428K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-23- 3.5% |
$1.87K - $2.18K
|
635
$62.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-27- 1.81% |
$2.2K - $2.56K
|
1.47K
$145K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-27- 0.59% |
$2.2K - $2.56K
|
4.57K
$453K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.01% |
$2.28K - $2.65K
|
2.75K
$273K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 0.64% |
$2.44K - $2.84K
|
4.64K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-30- 2.17% |
$2.44K - $2.84K
|
1.35K
$134K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-38- 1.22% |
$3.1K - $3.6K
|
3.07K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-39- 17.33% |
$3.18K - $3.69K
|
186
$18.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-42- 1.71% |
$3.42K - $3.97K
|
2.42K
$239K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-49- 0.2% |
$3.99K - $4.64K
|
24.2K
$2.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-53- 1.34% |
$4.32K - $5.02K
|
3.9K
$386K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-58- 1.17% |
$4.72K - $5.49K
|
4.88K
$484K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-64- 28.19% |
$5.21K - $6.06K
|
163
$16.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-64- 7.61% |
$5.21K - $6.06K
|
777
$77K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-65- 0.92% |
$5.29K - $6.15K
|
7.03K
$696K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-65- 16.8% |
$5.29K - $6.15K
|
322
$31.9K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-67- 2.5% |
$5.46K - $6.34K
|
2.61K
$259K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-68- 68.0% |
$5.54K - $6.43K
|
32
$3.17K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-71- 1.21% |
$5.78K - $6.72K
|
5.8K
$575K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-72- 1.62% |
$5.87K - $6.81K
|
4.38K
$434K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-73- 0.14% |
$5.95K - $6.91K
|
50.5K
$5M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-74- 50.68% |
$6.03K - $7K
|
72
$7.13K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-76- 1.3% |
$6.19K - $7.19K
|
5.79K
$574K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-78- 7.41% |
$6.35K - $7.38K
|
974
$96.5K
|