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 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
468+ 7.59% |
$44.1K - $46.8K
|
6.63K
$672K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
463New |
$43.6K - $46.3K
|
463
$46.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
437+ 7.64% |
$41.2K - $43.7K
|
6.16K
$624K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
431+ 0.45% |
$40.6K - $43.1K
|
96.1K
$9.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
430+ 0.91% |
$40.5K - $43K
|
47.6K
$4.82M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
430+ 19.74% |
$40.5K - $43K
|
2.61K
$264K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
424+ 1.8% |
$39.9K - $42.4K
|
23.9K
$2.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
330+ 6.01% |
$31.1K - $33K
|
5.82K
$590K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
330+ 1.89% |
$31.1K - $33K
|
17.8K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
323+ 10.64% |
$30.4K - $32.3K
|
3.36K
$340K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
320+ 6.55% |
$30.1K - $32K
|
5.2K
$527K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
316+ 126.4% |
$29.8K - $31.6K
|
566
$57.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
289+ 4.96% |
$27.2K - $28.9K
|
6.12K
$620K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
284+ 1.99% |
$26.7K - $28.4K
|
14.6K
$1.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
271+ 0.37% |
$25.5K - $27.1K
|
73.7K
$7.47M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
238+ 3.04% |
$22.4K - $23.8K
|
8.07K
$817K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
223+ 0.83% |
$21K - $22.3K
|
27.1K
$2.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
211+ 4.64% |
$19.9K - $21.1K
|
4.76K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
208+ 2.33% |
$19.6K - $20.8K
|
9.13K
$925K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
208New |
$19.6K - $20.8K
|
208
$21.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
196+ 0.78% |
$18.5K - $19.6K
|
25.4K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
195+ 0.59% |
$18.4K - $19.5K
|
33.5K
$3.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
194+ 0.12% |
$18.3K - $19.4K
|
160K
$16.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
189+ 7.19% |
$17.8K - $18.9K
|
2.82K
$285K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
181+ 4.64% |
$17K - $18.1K
|
4.08K
$414K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
173+ 7.55% |
$16.3K - $17.3K
|
2.46K
$250K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
163New |
$15.3K - $16.3K
|
163
$16.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
154+ 0.42% |
$14.5K - $15.4K
|
37.1K
$3.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
153+ 12.48% |
$14.4K - $15.3K
|
1.38K
$140K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
149+ 0.2% |
$14K - $14.9K
|
76.3K
$7.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
148New |
$13.9K - $14.8K
|
148
$15K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
144New |
$13.6K - $14.4K
|
144
$14.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
140+ 1.01% |
$13.2K - $14K
|
14.1K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
134New |
$12.6K - $13.4K
|
134
$13.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
128+ 2.25% |
$12.1K - $12.8K
|
5.81K
$589K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
126New |
$11.9K - $12.6K
|
126
$12.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
125+ 4.82% |
$11.8K - $12.5K
|
2.72K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
120+ 2.59% |
$11.3K - $12K
|
4.76K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
116+ 1.27% |
$10.9K - $11.6K
|
9.22K
$934K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
116+ 0.66% |
$10.9K - $11.6K
|
17.6K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
114+ 3.0% |
$10.7K - $11.4K
|
3.91K
$396K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
108+ 0.4% |
$10.2K - $10.8K
|
26.8K
$2.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
108+ 4.42% |
$10.2K - $10.8K
|
2.55K
$258K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
104+ 3.78% |
$9.79K - $10.4K
|
2.86K
$289K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
103+ 3.94% |
$9.7K - $10.3K
|
2.72K
$275K
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
97+ 0.42% |
$9.13K - $9.7K
|
23.2K
$2.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
88+ 3.63% |
$8.29K - $8.8K
|
2.51K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
87+ 0.37% |
$8.19K - $8.7K
|
23.8K
$2.41M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
87+ 3.78% |
$8.19K - $8.7K
|
2.39K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
85+ 0.64% |
$8K - $8.5K
|
13.3K
$1.35M
|
|