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 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.75K+ 65.59% |
$354K - $375K
|
9.48K
$960K
|
|
|
Nov 05, 2025
Q3 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
3.68KNew |
$347K - $368K
|
3.68K
$373K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.57K+ 114.02% |
$336K - $357K
|
6.7K
$679K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.57K+ 4.16% |
$336K - $357K
|
89.4K
$9.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.55K+ 2.22% |
$334K - $355K
|
164K
$16.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
3.55KNew |
$334K - $355K
|
3.55K
$360K
|
|
|
Nov 10, 2025
Q3 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.51KNew |
$331K - $351K
|
3.51K
$356K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.43K+ 0.47% |
$323K - $343K
|
737K
$74.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.4KNew |
$320K - $340K
|
3.4K
$344K
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.32KNew |
$313K - $332K
|
3.32K
$336K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.22K+ 20.11% |
$303K - $322K
|
19.2K
$1.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.94K+ 34.29% |
$277K - $294K
|
11.5K
$1.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 7.77% |
$275K - $292K
|
40.6K
$4.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.86K+ 12.63% |
$269K - $286K
|
25.5K
$2.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.84K+ 1.75% |
$268K - $284K
|
165K
$16.7M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.76KNew |
$260K - $275K
|
2.76K
$279K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
2.74K+ 260.84% |
$258K - $274K
|
3.8K
$385K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.72K+ 4.54% |
$256K - $272K
|
62.7K
$6.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.7KNew |
$254K - $270K
|
2.7K
$273K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.63K+ 2.2% |
$248K - $263K
|
122K
$12.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.56K+ 37.26% |
$241K - $255K
|
9.41K
$954K
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.53K+ 3.63% |
$238K - $252K
|
72.1K
$7.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.52K+ 1.01% |
$237K - $251K
|
251K
$25.5M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
2.46K+ 39.21% |
$232K - $246K
|
8.73K
$885K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.44K+ 3.75% |
$229K - $243K
|
67.4K
$6.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.38KNew |
$224K - $238K
|
2.38K
$241K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.3K+ 11.82% |
$217K - $230K
|
21.8K
$2.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.24K+ 2.21% |
$211K - $223K
|
103K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.22KNew |
$209K - $222K
|
2.22K
$225K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.21KNew |
$208K - $221K
|
2.21K
$224K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.16K+ 61.6% |
$203K - $216K
|
5.66K
$574K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.13K+ 132.56% |
$200K - $212K
|
3.73K
$378K
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
2.11KNew |
$198K - $210K
|
2.11K
$213K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.1KNew |
$198K - $210K
|
2.1K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.1KNew |
$198K - $210K
|
2.1K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.1K+ 122.39% |
$198K - $210K
|
3.81K
$386K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.07KNew |
$195K - $207K
|
2.07K
$210K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.07K+ 62.07% |
$195K - $207K
|
5.41K
$548K
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.06KNew |
$194K - $206K
|
2.06K
$209K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.06KNew |
$194K - $206K
|
2.06K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2.05K+ 1.54% |
$193K - $205K
|
136K
$13.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.05K+ 7.77% |
$193K - $204K
|
28.4K
$2.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.04KNew |
$192K - $204K
|
2.04K
$207K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.03KNew |
$191K - $203K
|
2.03K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.02KNew |
$190K - $202K
|
2.02K
$205K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.01KNew |
$190K - $201K
|
2.01K
$204K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.01KNew |
$189K - $200K
|
2.01K
$203K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2K+ 1.12% |
$188K - $200K
|
180K
$18.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2K+ 1.58% |
$188K - $200K
|
128K
$13M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2K+ 28.45% |
$188K - $200K
|
9.03K
$914K
|
|