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 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-382- 1.62% |
$31.1K - $36.1K
|
23.1K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-400- 11.25% |
$32.6K - $37.9K
|
3.16K
$313K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-410- 8.19% |
$33.4K - $38.8K
|
4.59K
$455K
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-425- 0.47% |
$34.6K - $40.2K
|
89.4K
$8.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-440- 3.84% |
$35.8K - $41.6K
|
11K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-448- 2.03% |
$36.5K - $42.4K
|
21.7K
$2.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-452- 1.47% |
$36.8K - $42.8K
|
30.3K
$3M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-453- 3.11% |
$36.9K - $42.9K
|
14.1K
$1.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-455- 9.98% |
$37.1K - $43.1K
|
4.11K
$407K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-464- 5.45% |
$37.8K - $43.9K
|
8.06K
$798K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-464- 3.02% |
$37.8K - $43.9K
|
14.9K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-466- 1.39% |
$38K - $44.1K
|
33K
$3.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-467- 54.88% |
$38K - $44.2K
|
384
$38K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-481- 14.93% |
$39.2K - $45.5K
|
2.74K
$272K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-482- 9.46% |
$39.3K - $45.6K
|
4.61K
$457K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-491- 4.93% |
$40K - $46.5K
|
9.46K
$937K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-500- 11.81% |
$40.7K - $47.3K
|
3.73K
$370K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-505- 10.76% |
$41.1K - $47.8K
|
4.19K
$415K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-511- 4.26% |
$41.6K - $48.4K
|
11.5K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-526- 9.31% |
$42.8K - $49.8K
|
5.12K
$507K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-549- 0.12% |
$44.7K - $52K
|
455K
$45.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-565- 4.92% |
$46K - $53.5K
|
10.9K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-568- 19.99% |
$46.3K - $53.7K
|
2.27K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-570- 0.35% |
$46.4K - $53.9K
|
160K
$15.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-575- 5.68% |
$46.8K - $54.4K
|
9.54K
$945K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-591- 1.22% |
$48.1K - $55.9K
|
47.9K
$4.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-617- 14.54% |
$50.3K - $58.4K
|
3.63K
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-622- 26.28% |
$50.7K - $58.9K
|
1.75K
$173K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-629- 1.09% |
$51.2K - $59.5K
|
56.8K
$5.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-666- 85.82% |
$54.3K - $63K
|
110
$10.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-669- 6.48% |
$54.5K - $63.3K
|
9.65K
$956K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-670- 9.66% |
$54.6K - $63.4K
|
6.27K
$621K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-700- 21.05% |
$57K - $66.2K
|
2.63K
$260K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-706- 6.87% |
$57.5K - $66.8K
|
9.57K
$948K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-787- 2.67% |
$64.1K - $74.5K
|
28.7K
$2.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-801- 13.71% |
$65.2K - $75.8K
|
5.04K
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-811- 26.07% |
$66.1K - $76.7K
|
2.3K
$228K
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-826- 8.81% |
$67.3K - $78.2K
|
8.55K
$847K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-838- 69.66% |
$68.3K - $79.3K
|
365
$36.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-851- 23.57% |
$69.3K - $80.5K
|
2.76K
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-864- 13.45% |
$70.4K - $81.8K
|
5.56K
$551K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-865- 28.89% |
$70.5K - $81.9K
|
2.13K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-984- 15.79% |
$80.2K - $93.1K
|
5.25K
$520K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-988- 26.72% |
$80.5K - $93.5K
|
2.71K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.06K- 9.19% |
$86.3K - $100K
|
10.5K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.08K- 3.07% |
$88.1K - $102K
|
34.1K
$3.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 13.46% |
$89.9K - $104K
|
7.1K
$703K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.14K- 8.85% |
$92.5K - $107K
|
11.7K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.15K- 1.99% |
$93.8K - $109K
|
56.7K
$5.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.26K- 5.07% |
$102K - $119K
|
23.5K
$2.33M
|