Latest Institutional Purchases of Ishares Core S&P U.S. Value Et (IUSV)
This list provides information on the latest institutional transactions involving Ishares Core S&P U.S. Value Et (IUSV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.19M+ 3.04% |
$179M - $208M
|
74.4M
$7.16B
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
867K+ 17.94% |
$70.6M - $82M
|
5.7M
$548M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
755K+ 5.23% |
$61.5M - $71.5M
|
15.2M
$1.46B
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
653K+ 14.2% |
$53.2M - $61.8M
|
5.25M
$506M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
396K+ 117.52% |
$32.3M - $37.5M
|
733K
$70.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
354KNew |
$28.8M - $33.5M
|
354K
$34M
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
350K+ 68.16% |
$28.5M - $33.1M
|
864K
$83.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
264KNew |
$21.5M - $25M
|
264K
$25.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
248K+ 24.46% |
$20.2M - $23.5M
|
1.26M
$121M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
175K+ 863.1% |
$14.3M - $16.6M
|
196K
$18.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
90.6K+ 14.4% |
$7.38M - $8.57M
|
719K
$69.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
89.4K+ 6.32% |
$7.28M - $8.46M
|
1.51M
$145M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
79.5K+ 197.22% |
$6.48M - $7.52M
|
120K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.6K+ 5.81% |
$6.16M - $7.15M
|
1.38M
$132M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
75.1K+ 1.57% |
$6.11M - $7.1M
|
4.86M
$467M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65.6K+ 54.62% |
$5.34M - $6.2M
|
186K
$17.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
58.5K+ 34.39% |
$4.77M - $5.54M
|
229K
$22M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
58K+ 39.1% |
$4.73M - $5.49M
|
206K
$19.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
53K+ 152.21% |
$4.32M - $5.02M
|
87.9K
$8.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
49K+ 1.39% |
$3.99M - $4.64M
|
3.58M
$344M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
49K+ 63.91% |
$3.99M - $4.63M
|
126K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40.9K+ 4.21% |
$3.33M - $3.87M
|
1.01M
$97.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39K+ 29.54% |
$3.17M - $3.69M
|
171K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.8K+ 100.97% |
$3.08M - $3.57M
|
75.2K
$7.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
37.3K+ 17.43% |
$3.04M - $3.53M
|
251K
$24.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
34.2KNew |
$2.79M - $3.24M
|
34.2K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
32KNew |
$2.61M - $3.03M
|
32K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31KNew |
$2.53M - $2.93M
|
31K
$2.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
30.2KNew |
$2.46M - $2.86M
|
30.2K
$2.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
29.8K+ 5.77% |
$2.43M - $2.82M
|
546K
$52.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
25.7K+ 167.78% |
$2.09M - $2.43M
|
41K
$3.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
24.8K+ 20.74% |
$2.02M - $2.35M
|
145K
$13.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
24.4K+ 513.68% |
$1.99M - $2.31M
|
29.2K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
23.7KNew |
$1.93M - $2.25M
|
23.7K
$2.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23.4K+ 0.52% |
$1.9M - $2.21M
|
4.48M
$432M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
23.4K+ 190.23% |
$1.9M - $2.21M
|
35.7K
$3.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
22.4K+ 6.69% |
$1.82M - $2.12M
|
357K
$34.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
20.9K+ 5.92% |
$1.7M - $1.98M
|
374K
$36M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
20.9KNew |
$1.7M - $1.98M
|
20.9K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
19.4K+ 3.26% |
$1.58M - $1.83M
|
613K
$59.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
18.7K+ 7.82% |
$1.52M - $1.76M
|
257K
$24.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
18.3K+ 2.29% |
$1.49M - $1.73M
|
819K
$78.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
18.3K+ 80.92% |
$1.49M - $1.73M
|
40.9K
$3.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
17.9KNew |
$1.46M - $1.7M
|
17.9K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
17.8K+ 17.89% |
$1.45M - $1.68M
|
117K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.8K+ 17.71% |
$1.37M - $1.59M
|
111K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
16.5KNew |
$1.34M - $1.56M
|
16.5K
$1.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
16.4K+ 2.7% |
$1.34M - $1.56M
|
626K
$60.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16.4KNew |
$1.34M - $1.56M
|
16.4K
$1.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.4K+ 551.6% |
$1.34M - $1.55M
|
19.4K
$1.86M
|