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 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-79- 0.59% |
$6.44K - $7.48K
|
13.2K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-81- 0.49% |
$6.6K - $7.67K
|
16.5K
$1.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-84- 0.63% |
$6.84K - $7.95K
|
13.2K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-85- 6.96% |
$6.92K - $8.04K
|
1.14K
$113K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-86- 0.07% |
$7.01K - $8.14K
|
121K
$12M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-87- 0.07% |
$7.09K - $8.23K
|
123K
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-91- 1.71% |
$7.41K - $8.61K
|
5.22K
$517K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-96- 1.93% |
$7.82K - $9.08K
|
4.89K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-99- 3.64% |
$8.06K - $9.37K
|
2.62K
$259K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-108- 50.0% |
$8.8K - $10.2K
|
108
$10.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-114- 8.21% |
$9.29K - $10.8K
|
1.27K
$126K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-118- 1.1% |
$9.61K - $11.2K
|
10.7K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-119- 1.66% |
$9.69K - $11.3K
|
7.05K
$698K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-119- 4.55% |
$9.69K - $11.3K
|
2.5K
$247K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-125- 24.32% |
$10.2K - $11.8K
|
389
$38.5K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-127- 1.63% |
$10.3K - $12K
|
7.68K
$760K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-141- 2.61% |
$11.5K - $13.3K
|
5.26K
$521K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-146- 5.46% |
$11.9K - $13.8K
|
2.53K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-150- 11.34% |
$12.2K - $14.2K
|
1.17K
$116K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-152- 1.02% |
$12.4K - $14.4K
|
14.7K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-163- 2.42% |
$13.3K - $15.4K
|
6.58K
$652K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-178- 2.81% |
$14.5K - $16.8K
|
6.16K
$610K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-180- 15.69% |
$14.7K - $17K
|
967
$95.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-184- 5.17% |
$15K - $17.4K
|
3.37K
$334K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-192- 6.46% |
$15.6K - $18.2K
|
2.78K
$276K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
SELL
|
- |
-193- 0.98% |
$15.7K - $18.3K
|
19.6K
$1.94M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-197- 2.93% |
$16K - $18.6K
|
6.52K
$646K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-204- 2.02% |
$16.6K - $19.3K
|
9.88K
$979K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-209- 0.21% |
$17K - $19.8K
|
101K
$10M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-209- 7.46% |
$17K - $19.8K
|
2.59K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-216- 9.19% |
$17.6K - $20.4K
|
2.13K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-218- 20.49% |
$17.8K - $20.6K
|
846
$83.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-223- 0.11% |
$18.2K - $21.1K
|
197K
$19.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-224- 1.49% |
$18.2K - $21.2K
|
14.8K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-232- 5.04% |
$18.9K - $22K
|
4.37K
$433K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-235- 1.76% |
$19.1K - $22.2K
|
13.1K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-241- 5.46% |
$19.6K - $22.8K
|
4.18K
$414K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-253- 1.28% |
$20.6K - $23.9K
|
19.5K
$1.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-254- 1.12% |
$20.7K - $24K
|
22.5K
$2.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-265- 4.51% |
$21.6K - $25.1K
|
5.62K
$556K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-296- 1.29% |
$24.1K - $28K
|
22.6K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-300- 0.35% |
$24.4K - $28.4K
|
85.8K
$8.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-303- 20.56% |
$24.7K - $28.7K
|
1.17K
$116K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-330- 2.95% |
$26.9K - $31.2K
|
10.9K
$1.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-332- 24.92% |
$27K - $31.4K
|
1K
$99.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-335- 9.32% |
$27.3K - $31.7K
|
3.26K
$323K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-343- 9.24% |
$27.9K - $32.5K
|
3.37K
$334K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-358- 5.13% |
$29.2K - $33.9K
|
6.63K
$656K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-377- 2.23% |
$30.7K - $35.7K
|
16.5K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-381- 12.81% |
$31K - $36.1K
|
2.59K
$257K
|