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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
1.85K+ 17.76% |
$174K - $185K
|
12.3K
$1.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.83K+ 0.93% |
$172K - $183K
|
199K
$20.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.71K+ 1.23% |
$161K - $170K
|
140K
$14.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.7K+ 3.95% |
$160K - $169K
|
44.6K
$4.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 2.21% |
$158K - $168K
|
77.5K
$7.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.67KNew |
$158K - $167K
|
1.67K
$170K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.57K+ 2.86% |
$148K - $157K
|
56.6K
$5.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.48K+ 30.41% |
$139K - $148K
|
6.34K
$643K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.46K+ 25.85% |
$137K - $146K
|
7.09K
$719K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.46K+ 10.74% |
$137K - $145K
|
15K
$1.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.42K+ 51.1% |
$134K - $142K
|
4.2K
$426K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.38K+ 23.78% |
$130K - $138K
|
7.18K
$728K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.32K+ 3.99% |
$124K - $131K
|
34.3K
$3.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.26K+ 3.09% |
$119K - $126K
|
42.1K
$4.27M
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.24K+ 4.03% |
$117K - $124K
|
32.1K
$3.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
1.23K+ 3.39% |
$116K - $123K
|
37.6K
$3.81M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.22KNew |
$115K - $122K
|
1.22K
$124K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.21K+ 24.56% |
$114K - $121K
|
6.14K
$622K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.21K+ 56.21% |
$114K - $121K
|
3.36K
$340K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.17K+ 32.49% |
$110K - $117K
|
4.77K
$483K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.17K+ 1.53% |
$110K - $117K
|
77.5K
$7.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.17K+ 5.01% |
$110K - $116K
|
24.4K
$2.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.07K+ 4.63% |
$101K - $107K
|
24.2K
$2.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.04K+ 39.08% |
$98.2K - $104K
|
3.71K
$376K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.02K+ 4.17% |
$96.1K - $102K
|
25.5K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
976+ 36.01% |
$91.9K - $97.6K
|
3.69K
$373K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
976+ 1.29% |
$91.9K - $97.6K
|
76.8K
$7.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
946+ 10.29% |
$89.1K - $94.6K
|
10.1K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
880New |
$82.9K - $88K
|
880
$89.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
853+ 25.29% |
$80.3K - $85.3K
|
4.23K
$428K
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
846+ 22.11% |
$79.7K - $84.6K
|
4.67K
$473K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
842+ 122.21% |
$79.3K - $84.2K
|
1.53K
$155K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
818New |
$77K - $81.8K
|
818
$82.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
795+ 1.99% |
$74.9K - $79.5K
|
40.8K
$4.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
781+ 710.0% |
$73.5K - $78.1K
|
891
$90.3K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
780+ 44.42% |
$73.5K - $78K
|
2.54K
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
767New |
$72.2K - $76.7K
|
767
$77.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
716+ 32.44% |
$67.4K - $71.6K
|
2.92K
$296K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
716+ 52.88% |
$67.4K - $71.6K
|
2.07K
$210K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
709+ 1.4% |
$66.8K - $70.9K
|
51.3K
$5.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
670+ 12.61% |
$63.1K - $67K
|
5.98K
$606K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
660+ 6.55% |
$62.2K - $66K
|
10.7K
$1.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
627+ 13.07% |
$59K - $62.7K
|
5.42K
$549K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
575+ 21.9% |
$54.1K - $57.5K
|
3.2K
$324K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
569+ 2.3% |
$53.6K - $56.9K
|
25.3K
$2.56M
|
|