Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
49K+ 63.91% |
$3.99M - $4.63M
|
126K
$12M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
24.8K+ 20.74% |
$2.02M - $2.35M
|
145K
$13.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23.4K+ 0.52% |
$1.9M - $2.21M
|
4.48M
$429M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
20.9K+ 5.92% |
$1.7M - $1.98M
|
374K
$35.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
19.4K+ 3.26% |
$1.58M - $1.83M
|
613K
$58.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
18.3K+ 2.29% |
$1.49M - $1.73M
|
819K
$78.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
16.5KNew |
$1.34M - $1.56M
|
16.5K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
12.1K+ 8.17% |
$988K - $1.15M
|
161K
$15.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
9.81K+ 46.55% |
$799K - $928K
|
30.9K
$2.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
9.21K+ 15.62% |
$750K - $872K
|
68.2K
$6.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.55K+ 5.64% |
$696K - $809K
|
160K
$15.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
8.55K+ 3.63% |
$696K - $809K
|
244K
$23.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.72K+ 2.08% |
$466K - $541K
|
281K
$26.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
5.41K+ 49.46% |
$441K - $512K
|
16.3K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.94KNew |
$403K - $468K
|
4.94K
$473K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.21K+ 4.99% |
$343K - $399K
|
88.7K
$8.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4KNew |
$326K - $379K
|
4K
$383K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.28K+ 3.24% |
$267K - $310K
|
105K
$9.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.06K+ 0.67% |
$250K - $290K
|
460K
$44M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3K+ 78.86% |
$244K - $284K
|
6.8K
$651K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.94K+ 23.51% |
$239K - $278K
|
15.4K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.63K+ 615.42% |
$215K - $249K
|
3.06K
$293K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 6.71% |
$193K - $224K
|
37.6K
$3.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.36KNew |
$193K - $224K
|
2.36K
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
2.34K+ 3.17% |
$191K - $222K
|
76.3K
$7.3M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.77K+ 249.51% |
$145K - $168K
|
2.49K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.42K+ 1.98% |
$116K - $135K
|
73.4K
$7.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.3K+ 2.63% |
$105K - $123K
|
50.6K
$4.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.3KNew |
$105K - $123K
|
1.3K
$124K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 42.38% |
$90.4K - $105K
|
3.73K
$357K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.1K+ 1.47% |
$89.4K - $104K
|
75.8K
$7.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
984+ 2.73% |
$80.2K - $93.1K
|
37K
$3.54M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
972+ 2.73% |
$79.2K - $92K
|
36.6K
$3.5M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
766+ 2.95% |
$62.4K - $72.5K
|
26.7K
$2.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
647+ 12.06% |
$52.7K - $61.2K
|
6.01K
$575K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
558New |
$45.5K - $52.8K
|
558
$53.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
544+ 14.27% |
$44.3K - $51.5K
|
4.36K
$417K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
534+ 49.95% |
$43.5K - $50.5K
|
1.6K
$153K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
532+ 21.52% |
$43.3K - $50.3K
|
3K
$287K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
495+ 5.69% |
$40.3K - $46.8K
|
9.2K
$880K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
494+ 1.95% |
$40.2K - $46.7K
|
25.9K
$2.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
378New |
$30.8K - $35.8K
|
378
$36.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
243New |
$19.8K - $23K
|
243
$23.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
223+ 0.56% |
$18.2K - $21.1K
|
40K
$3.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
177+ 0.19% |
$14.4K - $16.7K
|
95.6K
$9.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
175+ 3.16% |
$14.3K - $16.6K
|
5.72K
$547K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
123+ 219.64% |
$10K - $11.6K
|
179
$17.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
103+ 1.41% |
$8.39K - $9.75K
|
7.43K
$711K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
97+ 2.95% |
$7.9K - $9.18K
|
3.38K
$323K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
84+ 2.88% |
$6.84K - $7.95K
|
3.01K
$287K
|