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 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
83+ 3.05% |
$6.76K - $7.85K
|
2.8K
$268K
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
81+ 3.46% |
$6.6K - $7.67K
|
2.42K
$232K
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
58+ 0.47% |
$4.72K - $5.49K
|
12.5K
$1.19M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
51+ 34.46% |
$4.15K - $4.83K
|
199
$19K
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
39+ 6.38% |
$3.18K - $3.69K
|
650
$62.2K
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
30+ 33.33% |
$2.44K - $2.84K
|
120
$11.5K
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
23+ 0.47% |
$1.87K - $2.18K
|
4.89K
$468K
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
14+ 0.11% |
$1.14K - $1.32K
|
12.2K
$1.17M
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.48% |
$978 - $1.14K
|
2.51K
$240K
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7+ 0.05% |
$570 - $662
|
13.2K
$1.26M
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6+ 0.27% |
$489 - $568
|
2.22K
$212K
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.17% |
$489 - $568
|
3.47K
$332K
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5+ 0.53% |
$407 - $473
|
955
$91.3K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5+ 0.09% |
$407 - $473
|
5.51K
$527K
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
4+ 0.15% |
$326 - $379
|
2.73K
$261K
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4+ 0.09% |
$326 - $379
|
4.24K
$406K
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$326 - $379
|
3.47K
$331K
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$81.5 - $94.6
|
7.83K
$749K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.15% |
$81.5 - $94.6
|
652
$62.4K
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1- 0.05% |
$81.5 - $94.6
|
2.18K
$208K
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-19- 0.88% |
$1.55K - $1.8K
|
2.15K
$206K
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.01% |
$2.28K - $2.65K
|
2.75K
$263K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 0.64% |
$2.44K - $2.84K
|
4.64K
$444K
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-38- 1.22% |
$3.1K - $3.6K
|
3.07K
$294K
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-67- 2.5% |
$5.46K - $6.34K
|
2.61K
$250K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-73- 0.14% |
$5.95K - $6.91K
|
50.5K
$4.83M
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-85- 6.96% |
$6.92K - $8.04K
|
1.14K
$109K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-87- 0.07% |
$7.09K - $8.23K
|
123K
$11.8M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-146- 5.46% |
$11.9K - $13.8K
|
2.53K
$242K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-178- 2.81% |
$14.5K - $16.8K
|
6.16K
$589K
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-184- 5.17% |
$15K - $17.4K
|
3.37K
$323K
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-192- 6.46% |
$15.6K - $18.2K
|
2.78K
$266K
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
SELL
|
- |
-193- 0.98% |
$15.7K - $18.3K
|
19.6K
$1.87M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-209- 7.46% |
$17K - $19.8K
|
2.59K
$248K
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-216- 9.19% |
$17.6K - $20.4K
|
2.13K
$204K
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-223- 0.11% |
$18.2K - $21.1K
|
197K
$18.8M
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-232- 5.04% |
$18.9K - $22K
|
4.37K
$418K
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-235- 1.76% |
$19.1K - $22.2K
|
13.1K
$1.25M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-254- 1.12% |
$20.7K - $24K
|
22.5K
$2.15M
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-332- 24.92% |
$27K - $31.4K
|
1K
$95.6K
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-425- 0.47% |
$34.6K - $40.2K
|
89.4K
$8.55M
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-464- 5.45% |
$37.8K - $43.9K
|
8.06K
$770K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-467- 54.88% |
$38K - $44.2K
|
384
$36.7K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-526- 9.31% |
$42.8K - $49.8K
|
5.12K
$490K
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-568- 19.99% |
$46.3K - $53.7K
|
2.27K
$217K
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-669- 6.48% |
$54.5K - $63.3K
|
9.65K
$923K
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.08K- 3.07% |
$88.1K - $102K
|
34.1K
$3.26M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 6.02% |
$103K - $120K
|
19.8K
$1.89M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.69K- 46.2% |
$219K - $255K
|
3.13K
$300K
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.74K- 4.5% |
$223K - $259K
|
58.2K
$5.57M
|