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
|
Brighton Jones LLC
|
SELL
|
- |
-419- 11.95% |
$39.5K - $41.9K
|
3.09K
$306K
|
|
|
Oct 28, 2025
Q3 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-425- 1.07% |
$40K - $42.5K
|
39.3K
$3.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-455- 16.65% |
$42.8K - $45.5K
|
2.28K
$226K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-464- 13.76% |
$43.7K - $46.4K
|
2.91K
$288K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-481- 38.95% |
$45.3K - $48.1K
|
754
$74.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-496- 0.56% |
$46.7K - $49.6K
|
88.2K
$8.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-500- 50.0% |
$47.1K - $50K
|
500
$49.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-513- 0.45% |
$48.3K - $51.3K
|
114K
$11.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-562- 12.87% |
$52.9K - $56.2K
|
3.81K
$377K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-566- 0.57% |
$53.3K - $56.6K
|
99.3K
$9.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-577- 1.26% |
$54.3K - $57.7K
|
45.2K
$4.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-657- 15.49% |
$61.9K - $65.7K
|
3.58K
$355K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-663- 18.82% |
$62.4K - $66.3K
|
2.86K
$283K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-665- 13.48% |
$62.6K - $66.5K
|
4.27K
$423K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-698- 1.1% |
$65.7K - $69.8K
|
62.7K
$6.21M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-797- 70.1% |
$75.1K - $79.7K
|
340
$33.7K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-807- 1.04% |
$76K - $80.7K
|
76.5K
$7.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-860- 1.49% |
$81K - $86K
|
57K
$5.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-944- 9.57% |
$88.9K - $94.4K
|
8.92K
$884K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-945- 1.76% |
$89K - $94.5K
|
52.7K
$5.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-985- 3.4% |
$92.8K - $98.5K
|
28K
$2.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-989- 2.9% |
$93.1K - $98.9K
|
33.1K
$3.28M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-1.1K- 3.01% |
$104K - $110K
|
35.5K
$3.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.12K- 7.27% |
$106K - $112K
|
14.3K
$1.42M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.15K- 8.15% |
$108K - $115K
|
13K
$1.29M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.36K- 44.25% |
$128K - $135K
|
1.71K
$169K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-1.43K- 7.55% |
$135K - $143K
|
17.5K
$1.73M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 2.68% |
$143K - $152K
|
55.3K
$5.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.61K- 0.13% |
$152K - $161K
|
1.26M
$125M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.74K- 39.51% |
$164K - $174K
|
2.67K
$264K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.05K- 0.37% |
$193K - $204K
|
544K
$53.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.24K- 0.49% |
$211K - $224K
|
458K
$45.4M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.62K- 42.27% |
$247K - $262K
|
3.58K
$354K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.64K- 5.02% |
$248K - $263K
|
49.8K
$4.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.8K- 1.3% |
$263K - $279K
|
212K
$21M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.18K- 9.14% |
$300K - $318K
|
31.6K
$3.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.22K- 1.56% |
$303K - $322K
|
204K
$20.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-6.23K- 4.94% |
$586K - $622K
|
120K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.54K- 73.77% |
$710K - $754K
|
2.68K
$266K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-7.9K- 47.88% |
$744K - $790K
|
8.6K
$852K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-8.23K- 53.28% |
$775K - $823K
|
7.22K
$715K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-11.2K- 22.42% |
$1.06M - $1.12M
|
38.8K
$3.85M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-13.1K- 49.18% |
$1.24M - $1.31M
|
13.6K
$1.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-15.3K- 19.91% |
$1.44M - $1.53M
|
61.4K
$6.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-17.9K- 23.67% |
$1.69M - $1.79M
|
57.7K
$5.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-18K- 84.57% |
$1.69M - $1.8M
|
3.28K
$325K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-21.5K- 8.14% |
$2.02M - $2.15M
|
242K
$24M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-33.6K- 27.68% |
$3.16M - $3.35M
|
87.7K
$8.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-42.5K- 26.64% |
$4.01M - $4.25M
|
117K
$11.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-53.2K- 7.87% |
$5.01M - $5.32M
|
623K
$61.7M
|