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 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.02% |
$94.2 - $100
|
4.25K
$421K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$94.2 - $100
|
2.49K
$246K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 1.14% |
$94.2 - $100
|
89
$8.82K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-8- 1.26% |
$753 - $800
|
627
$62.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-9- 0.21% |
$848 - $900
|
4.35K
$431K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9- 0.19% |
$848 - $900
|
4.76K
$472K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-12- 0.37% |
$1.13K - $1.2K
|
3.21K
$318K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-14- 0.5% |
$1.32K - $1.4K
|
2.8K
$277K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15- 3.69% |
$1.41K - $1.5K
|
392
$38.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.54% |
$1.41K - $1.5K
|
2.74K
$272K
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-16- 0.16% |
$1.51K - $1.6K
|
9.73K
$964K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-18- 0.85% |
$1.7K - $1.8K
|
2.11K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-26- 0.97% |
$2.45K - $2.6K
|
2.66K
$264K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-33- 0.17% |
$3.11K - $3.3K
|
19.3K
$1.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-39- 6.0% |
$3.67K - $3.9K
|
611
$60.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
SELL
|
- |
-42- 0.21% |
$3.96K - $4.2K
|
19.5K
$1.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-45- 24.19% |
$4.24K - $4.5K
|
141
$14K
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-49- 0.3% |
$4.61K - $4.9K
|
16.3K
$1.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-63- 2.77% |
$5.93K - $6.3K
|
2.21K
$219K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-70- 24.65% |
$6.59K - $7K
|
214
$21.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-79- 1.89% |
$7.44K - $7.9K
|
4.11K
$407K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-92- 1.31% |
$8.66K - $9.2K
|
6.95K
$689K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-100- 2.76% |
$9.42K - $10K
|
3.52K
$349K
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-100- 0.61% |
$9.42K - $10K
|
16.4K
$1.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-111- 0.84% |
$10.5K - $11.1K
|
13.1K
$1.3M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-117- 3.89% |
$11K - $11.7K
|
2.89K
$286K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-129- 4.6% |
$12.1K - $12.9K
|
2.68K
$265K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-136- 55.97% |
$12.8K - $13.6K
|
107
$10.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-139- 1.3% |
$13.1K - $13.9K
|
10.5K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-140- 3.35% |
$13.2K - $14K
|
4.04K
$400K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-142- 2.01% |
$13.4K - $14.2K
|
6.94K
$688K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-145- 1.09% |
$13.7K - $14.5K
|
13.2K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-149- 4.41% |
$14K - $14.9K
|
3.23K
$320K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-155- 1.17% |
$14.6K - $15.5K
|
13.1K
$1.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-159- 1.65% |
$15K - $15.9K
|
9.5K
$941K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-179- 84.04% |
$16.9K - $17.9K
|
34
$3.37K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-182- 0.38% |
$17.1K - $18.2K
|
47.6K
$4.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-186- 1.04% |
$17.5K - $18.6K
|
17.7K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-188- 4.29% |
$17.7K - $18.8K
|
4.19K
$415K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-192- 5.14% |
$18.1K - $19.2K
|
3.54K
$351K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-228- 6.59% |
$21.5K - $22.8K
|
3.23K
$320K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-253- 2.29% |
$23.8K - $25.3K
|
10.8K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-276- 1.86% |
$26K - $27.6K
|
14.5K
$1.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-278- 4.22% |
$26.2K - $27.8K
|
6.31K
$625K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-290- 29.77% |
$27.3K - $29K
|
684
$67.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-307- 69.3% |
$28.9K - $30.7K
|
136
$13.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-310- 9.17% |
$29.2K - $31K
|
3.07K
$304K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-318- 37.59% |
$29.9K - $31.8K
|
528
$52.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-349- 92.33% |
$32.9K - $34.9K
|
29
$2.87K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-413- 0.45% |
$38.9K - $41.3K
|
91K
$9.02M
|