Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
84.7K+ 1.89% |
$8.3M - $8.68M
|
4.57M
$463M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
41.4K+ 3.99% |
$4.06M - $4.25M
|
1.08M
$110M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
30.9K+ 18.37% |
$3.03M - $3.17M
|
199K
$20.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
29.7KNew |
$2.91M - $3.05M
|
29.7K
$3.01M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
27.7K+ 6.79% |
$2.71M - $2.84M
|
436K
$44.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
24KNew |
$2.35M - $2.46M
|
24K
$2.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
BUY
|
- |
22.2K+ 37.79% |
$2.18M - $2.28M
|
80.9K
$8.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
18.7K+ 3.0% |
$1.84M - $1.92M
|
644K
$65.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.7K+ 123.35% |
$1.05M - $1.1M
|
19.4K
$1.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
9.2K+ 3.39% |
$901K - $943K
|
280K
$28.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
9.19K+ 6.56% |
$901K - $943K
|
149K
$15.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.76K+ 513.42% |
$859K - $899K
|
10.5K
$1.06M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.04K+ 12.85% |
$592K - $620K
|
53.1K
$5.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
5.67KNew |
$556K - $582K
|
5.67K
$575K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.85K+ 63.53% |
$476K - $498K
|
12.5K
$1.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
4.04K+ 2.95% |
$396K - $414K
|
141K
$14.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
3.97KNew |
$389K - $407K
|
3.97K
$402K
|
|
|
Jan 20, 2026
Q4 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
3.93K+ 1.94% |
$385K - $403K
|
207K
$21M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.79K+ 15.66% |
$371K - $389K
|
28K
$2.84M
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
3.66KNew |
$358K - $375K
|
3.66K
$371K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.08KNew |
$302K - $316K
|
3.08K
$312K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 3.22% |
$228K - $238K
|
74.5K
$7.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 5.7% |
$226K - $237K
|
42.9K
$4.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.27KNew |
$222K - $232K
|
2.27K
$229K
|
|
|
Jan 14, 2026
Q4 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.04K+ 6.36% |
$200K - $210K
|
34.2K
$3.46M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.04K+ 133.38% |
$200K - $209K
|
3.57K
$362K
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1.96KNew |
$192K - $201K
|
1.96K
$199K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.76K+ 1.99% |
$172K - $180K
|
89.9K
$9.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Hoese & CO LLP
|
BUY
|
- |
1.5KNew |
$147K - $154K
|
1.5K
$152K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.3K+ 57.14% |
$127K - $133K
|
3.56K
$361K
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.15K+ 1.56% |
$113K - $118K
|
74.8K
$7.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
992+ 3.9% |
$97.2K - $102K
|
26.4K
$2.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
721+ 3.1% |
$70.7K - $73.9K
|
24K
$2.43M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
639+ 7.92% |
$62.6K - $65.5K
|
8.71K
$882K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
555+ 13.06% |
$54.4K - $56.9K
|
4.8K
$487K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
344New |
$33.7K - $35.3K
|
344
$34.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
340+ 1.42% |
$33.3K - $34.9K
|
24.3K
$2.46M
|
|
|
Jan 13, 2026
Q4 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
330+ 0.11% |
$32.3K - $33.8K
|
300K
$30.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
300New |
$29.4K - $30.8K
|
300
$30.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
276+ 9.65% |
$27K - $28.3K
|
3.14K
$318K
|
|
|
Jan 23, 2026
Q4 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
248+ 0.22% |
$24.3K - $25.4K
|
114K
$11.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
230+ 4.49% |
$22.5K - $23.6K
|
5.36K
$543K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
209+ 8.01% |
$20.5K - $21.4K
|
2.82K
$285K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
193New |
$18.9K - $19.8K
|
193
$19.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
190New |
$18.6K - $19.5K
|
190
$19.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
179+ 526.47% |
$17.5K - $18.4K
|
213
$21.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
177+ 6.62% |
$17.3K - $18.2K
|
2.85K
$289K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
162+ 1.11% |
$15.9K - $16.6K
|
14.7K
$1.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
145+ 5.73% |
$14.2K - $14.9K
|
2.68K
$271K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
139+ 4.8% |
$13.6K - $14.3K
|
3.03K
$307K
|
|