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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
12.5K+ 4.82% |
$1.18M - $1.25M
|
271K
$27.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.7K+ 1.9% |
$1.1M - $1.17M
|
625K
$63.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
11.1K+ 3.87% |
$1.05M - $1.11M
|
299K
$30.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.8K+ 2.14% |
$1.02M - $1.08M
|
518K
$52.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.87K+ 3.38% |
$930K - $987K
|
302K
$30.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.71K+ 2.74% |
$914K - $970K
|
363K
$36.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
9.54K+ 129.48% |
$898K - $953K
|
16.9K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.31K+ 2.28% |
$783K - $831K
|
373K
$37.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
8.26K+ 2.83% |
$778K - $825K
|
300K
$30.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.08KNew |
$761K - $808K
|
8.08K
$819K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
7.77KNew |
$732K - $777K
|
7.77K
$788K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
7.77KNew |
$732K - $777K
|
7.77K
$787K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
7.75K+ 26.59% |
$730K - $775K
|
36.9K
$3.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.72K+ 14.58% |
$727K - $772K
|
60.7K
$6.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.65KNew |
$720K - $764K
|
7.65K
$775K
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
7.38K+ 14.38% |
$695K - $738K
|
58.7K
$5.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
7.35K+ 80.03% |
$692K - $735K
|
16.5K
$1.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.3K+ 23.55% |
$687K - $730K
|
38.3K
$3.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.08K+ 4.15% |
$667K - $708K
|
178K
$18M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
6.97K+ 9.4% |
$656K - $697K
|
81.1K
$8.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.96K+ 40.23% |
$655K - $696K
|
24.3K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.81K+ 6.11% |
$641K - $681K
|
118K
$12M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
6.59KNew |
$621K - $659K
|
6.59K
$668K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6.01K+ 3.74% |
$566K - $601K
|
167K
$16.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
5.89K+ 2.99% |
$555K - $589K
|
203K
$20.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.66K+ 1.62% |
$533K - $565K
|
355K
$36M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.63K+ 0.37% |
$530K - $563K
|
1.51M
$153M
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.57K+ 1.98% |
$525K - $557K
|
287K
$29.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
5.5KNew |
$518K - $550K
|
5.5K
$557K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
5.47K+ 8.02% |
$515K - $546K
|
73.6K
$7.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.24K+ 0.12% |
$494K - $524K
|
4.49M
$455M
|
|
|
Nov 13, 2025
Q3 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
5.1K+ 34.56% |
$480K - $510K
|
19.9K
$2.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.04K+ 1.47% |
$475K - $504K
|
348K
$35.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.98K+ 10.63% |
$469K - $498K
|
51.9K
$5.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.65K+ 60.63% |
$438K - $465K
|
12.3K
$1.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.59K+ 4.39% |
$432K - $458K
|
109K
$11.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4.5KNew |
$424K - $450K
|
4.5K
$456K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.4K+ 22.25% |
$415K - $440K
|
24.2K
$2.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
4.4K+ 3.32% |
$415K - $440K
|
137K
$13.9M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.4K+ 22.16% |
$414K - $439K
|
24.2K
$2.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.38K+ 40.29% |
$412K - $438K
|
15.2K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.28K+ 56.89% |
$403K - $427K
|
11.8K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
4.23KNew |
$398K - $423K
|
4.23K
$428K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.06K+ 35.2% |
$383K - $406K
|
15.6K
$1.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4.06K+ 19.4% |
$382K - $406K
|
25K
$2.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.02K+ 5.83% |
$378K - $402K
|
72.9K
$7.39M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.92K+ 2.44% |
$369K - $392K
|
165K
$16.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.84K+ 47.73% |
$362K - $384K
|
11.9K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.82K+ 6.77% |
$360K - $382K
|
60.3K
$6.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.78K+ 6.33% |
$356K - $378K
|
63.6K
$6.44M
|
|