Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.04MNew |
$97.9M - $104M
|
1.04M
$103M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
432K+ 7.59% |
$40.7M - $43.2M
|
6.13M
$607M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
137K+ 2.83% |
$12.9M - $13.7M
|
4.99M
$495M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
61.6K+ 6.08% |
$5.8M - $6.15M
|
1.07M
$106M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
55.1K+ 2.41% |
$5.18M - $5.5M
|
2.34M
$232M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44.4K+ 1713.97% |
$4.18M - $4.44M
|
47K
$4.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
36.5K+ 8.9% |
$3.44M - $3.65M
|
447K
$44.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
29.6KNew |
$2.78M - $2.96M
|
29.6K
$2.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.9KNew |
$2.44M - $2.59M
|
25.9K
$2.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24.6KNew |
$2.32M - $2.46M
|
24.6K
$2.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
24.2K+ 0.68% |
$2.28M - $2.41M
|
3.6M
$357M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
18.8K+ 15.28% |
$1.77M - $1.88M
|
142K
$14.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
18.2K+ 2.23% |
$1.72M - $1.82M
|
837K
$82.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
15.4K+ 15.39% |
$1.45M - $1.54M
|
116K
$11.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14.9K+ 9.71% |
$1.4M - $1.49M
|
168K
$16.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
14.9K+ 3.98% |
$1.4M - $1.49M
|
389K
$38.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.2K+ 11.14% |
$1.34M - $1.42M
|
142K
$14.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.7K+ 1.9% |
$1.1M - $1.17M
|
625K
$61.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.71K+ 2.74% |
$914K - $970K
|
363K
$36M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
9.54K+ 129.48% |
$898K - $953K
|
16.9K
$1.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.08KNew |
$761K - $808K
|
8.08K
$801K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
7.77KNew |
$732K - $777K
|
7.77K
$770K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
7.75K+ 26.59% |
$730K - $775K
|
36.9K
$3.66M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.65KNew |
$720K - $764K
|
7.65K
$758K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
6.59KNew |
$621K - $659K
|
6.59K
$653K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6.01K+ 3.74% |
$566K - $601K
|
167K
$16.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.57K+ 1.98% |
$525K - $557K
|
287K
$28.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
5.47K+ 8.02% |
$515K - $546K
|
73.6K
$7.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.24K+ 0.12% |
$494K - $524K
|
4.49M
$445M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.59K+ 4.39% |
$432K - $458K
|
109K
$10.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4.5KNew |
$424K - $450K
|
4.5K
$446K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.4K+ 22.25% |
$415K - $440K
|
24.2K
$2.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.38K+ 40.29% |
$412K - $438K
|
15.2K
$1.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.02K+ 5.83% |
$378K - $402K
|
72.9K
$7.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.82K+ 6.77% |
$360K - $382K
|
60.3K
$5.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.78K+ 6.33% |
$356K - $378K
|
63.6K
$6.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.57K+ 114.02% |
$336K - $357K
|
6.7K
$664K
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
3.55KNew |
$334K - $355K
|
3.55K
$352K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.4KNew |
$320K - $340K
|
3.4K
$337K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.94K+ 34.29% |
$277K - $294K
|
11.5K
$1.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 7.77% |
$275K - $292K
|
40.6K
$4.02M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.76KNew |
$260K - $275K
|
2.76K
$273K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.72K+ 4.54% |
$256K - $272K
|
62.7K
$6.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.7KNew |
$254K - $270K
|
2.7K
$267K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.56K+ 37.26% |
$241K - $255K
|
9.41K
$933K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
2.46K+ 39.21% |
$232K - $246K
|
8.73K
$865K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.44K+ 3.75% |
$229K - $243K
|
67.4K
$6.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.24K+ 2.21% |
$211K - $223K
|
103K
$10.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
2.11KNew |
$198K - $210K
|
2.11K
$209K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.1KNew |
$198K - $210K
|
2.1K
$208K
|