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 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
173+ 7.55% |
$16.3K - $17.3K
|
2.46K
$244K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
154+ 0.42% |
$14.5K - $15.4K
|
37.1K
$3.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
144New |
$13.6K - $14.4K
|
144
$14.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
134New |
$12.6K - $13.4K
|
134
$13.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
128+ 2.25% |
$12.1K - $12.8K
|
5.81K
$576K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
116+ 0.66% |
$10.9K - $11.6K
|
17.6K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
104+ 3.78% |
$9.79K - $10.4K
|
2.86K
$283K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
103+ 3.94% |
$9.7K - $10.3K
|
2.72K
$269K
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
97+ 0.42% |
$9.13K - $9.7K
|
23.2K
$2.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
88+ 3.63% |
$8.29K - $8.8K
|
2.51K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
74New |
$6.97K - $7.4K
|
74
$7.33K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
56+ 2.61% |
$5.27K - $5.6K
|
2.2K
$218K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
55+ 1.69% |
$5.18K - $5.5K
|
3.32K
$328K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
55+ 0.25% |
$5.18K - $5.5K
|
22K
$2.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
53New |
$4.99K - $5.3K
|
53
$5.25K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
41+ 1.84% |
$3.86K - $4.1K
|
2.27K
$225K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
40+ 0.67% |
$3.77K - $4K
|
6.05K
$600K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
39+ 0.24% |
$3.67K - $3.9K
|
16.6K
$1.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
37New |
$3.48K - $3.7K
|
37
$3.67K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
37+ 0.75% |
$3.48K - $3.7K
|
4.98K
$493K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
34+ 0.27% |
$3.2K - $3.4K
|
12.5K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
30+ 0.39% |
$2.83K - $3K
|
7.71K
$763K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
30+ 25.0% |
$2.83K - $3K
|
150
$14.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
28New |
$2.64K - $2.8K
|
28
$2.77K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
28+ 0.47% |
$2.64K - $2.8K
|
5.97K
$592K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26+ 650.0% |
$2.45K - $2.6K
|
30
$2.97K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25+ 36.76% |
$2.35K - $2.5K
|
93
$9.21K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
25+ 0.33% |
$2.35K - $2.5K
|
7.57K
$750K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
23+ 0.27% |
$2.17K - $2.3K
|
8.67K
$859K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22+ 0.23% |
$2.07K - $2.2K
|
9.59K
$950K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
22New |
$2.07K - $2.2K
|
22
$2.18K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
21+ 0.4% |
$1.98K - $2.1K
|
5.24K
$519K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
19+ 0.52% |
$1.79K - $1.9K
|
3.65K
$361K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
18+ 0.24% |
$1.7K - $1.8K
|
7.45K
$738K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
18+ 0.16% |
$1.7K - $1.8K
|
11K
$1.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
15New |
$1.41K - $1.5K
|
15
$1.49K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
11+ 0.44% |
$1.04K - $1.1K
|
2.5K
$248K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11+ 0.11% |
$1.04K - $1.1K
|
9.89K
$980K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10+ 0.33% |
$942 - $1K
|
3.08K
$305K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
9+ 0.02% |
$848 - $900
|
58.2K
$5.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9+ 0.52% |
$848 - $900
|
1.75K
$174K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.46% |
$753 - $800
|
1.74K
$172K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6+ 0.12% |
$565 - $600
|
5.2K
$515K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.17% |
$565 - $600
|
3.48K
$345K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.23% |
$471 - $500
|
2.22K
$220K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 0.42% |
$377 - $400
|
959
$95K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.39% |
$283 - $300
|
780
$77.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
3+ 0.01% |
$283 - $300
|
37.9K
$3.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$283 - $300
|
3.47K
$344K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.31% |
$188 - $200
|
654
$64.8K
|