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 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.07KNew |
$195K - $207K
|
2.07K
$205K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.07K+ 62.07% |
$195K - $207K
|
5.41K
$536K
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.06KNew |
$194K - $206K
|
2.06K
$204K
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2.05K+ 1.54% |
$193K - $205K
|
136K
$13.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.05K+ 7.77% |
$193K - $204K
|
28.4K
$2.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.04KNew |
$192K - $204K
|
2.04K
$202K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.03KNew |
$191K - $203K
|
2.03K
$201K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.01KNew |
$190K - $201K
|
2.01K
$199K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.01KNew |
$189K - $200K
|
2.01K
$199K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
1.85K+ 17.76% |
$174K - $185K
|
12.3K
$1.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.83K+ 0.93% |
$172K - $183K
|
199K
$19.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.71K+ 1.23% |
$161K - $170K
|
140K
$13.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.7K+ 3.95% |
$160K - $169K
|
44.6K
$4.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.24K+ 4.03% |
$117K - $124K
|
32.1K
$3.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.21K+ 24.56% |
$114K - $121K
|
6.14K
$608K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.21K+ 56.21% |
$114K - $121K
|
3.36K
$333K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.17K+ 1.53% |
$110K - $117K
|
77.5K
$7.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.17K+ 5.01% |
$110K - $116K
|
24.4K
$2.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.07K+ 4.63% |
$101K - $107K
|
24.2K
$2.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.04K+ 39.08% |
$98.2K - $104K
|
3.71K
$368K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
976+ 1.29% |
$91.9K - $97.6K
|
76.8K
$7.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
946+ 10.29% |
$89.1K - $94.6K
|
10.1K
$1M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
880New |
$82.9K - $88K
|
880
$87.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
853+ 25.29% |
$80.3K - $85.3K
|
4.23K
$419K
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
846+ 22.11% |
$79.7K - $84.6K
|
4.67K
$463K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
842+ 122.21% |
$79.3K - $84.2K
|
1.53K
$152K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
818New |
$77K - $81.8K
|
818
$81K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
795+ 1.99% |
$74.9K - $79.5K
|
40.8K
$4.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
716+ 52.88% |
$67.4K - $71.6K
|
2.07K
$205K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
709+ 1.4% |
$66.8K - $70.9K
|
51.3K
$5.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
627+ 13.07% |
$59K - $62.7K
|
5.42K
$537K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
569+ 2.3% |
$53.6K - $56.9K
|
25.3K
$2.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
542+ 7.63% |
$51K - $54.2K
|
7.64K
$757K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
463New |
$43.6K - $46.3K
|
463
$45.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
437+ 7.64% |
$41.2K - $43.7K
|
6.16K
$610K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
431+ 0.45% |
$40.6K - $43.1K
|
96.1K
$9.52M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
430+ 19.74% |
$40.5K - $43K
|
2.61K
$258K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
424+ 1.8% |
$39.9K - $42.4K
|
23.9K
$2.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
330+ 1.89% |
$31.1K - $33K
|
17.8K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
330+ 6.01% |
$31.1K - $33K
|
5.82K
$577K
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
323+ 10.64% |
$30.4K - $32.3K
|
3.36K
$333K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
320+ 6.55% |
$30.1K - $32K
|
5.2K
$515K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
271+ 0.37% |
$25.5K - $27.1K
|
73.7K
$7.3M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
238+ 3.04% |
$22.4K - $23.8K
|
8.07K
$799K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
223+ 0.83% |
$21K - $22.3K
|
27.1K
$2.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
211+ 4.64% |
$19.9K - $21.1K
|
4.76K
$471K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
208New |
$19.6K - $20.8K
|
208
$20.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
196+ 0.78% |
$18.5K - $19.6K
|
25.4K
$2.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
194+ 0.12% |
$18.3K - $19.4K
|
160K
$15.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
181+ 4.64% |
$17K - $18.1K
|
4.08K
$405K
|