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 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
85+ 0.64% |
$8K - $8.5K
|
13.3K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
74New |
$6.97K - $7.4K
|
74
$7.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
70+ 1.37% |
$6.59K - $7K
|
5.19K
$526K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
68+ 1.34% |
$6.4K - $6.8K
|
5.13K
$519K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
66+ 0.06% |
$6.22K - $6.6K
|
114K
$11.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
56+ 2.61% |
$5.27K - $5.6K
|
2.2K
$223K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
55+ 0.25% |
$5.18K - $5.5K
|
22K
$2.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
55+ 1.69% |
$5.18K - $5.5K
|
3.32K
$336K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
53New |
$4.99K - $5.3K
|
53
$5.37K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
48+ 0.75% |
$4.52K - $4.8K
|
6.44K
$652K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
47+ 57.32% |
$4.43K - $4.7K
|
129
$13.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
45New |
$4.24K - $4.5K
|
45
$4.56K
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
41+ 0.55% |
$3.86K - $4.1K
|
7.46K
$756K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
41+ 1.84% |
$3.86K - $4.1K
|
2.27K
$230K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
40+ 0.67% |
$3.77K - $4K
|
6.05K
$613K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
39+ 0.16% |
$3.67K - $3.9K
|
23.9K
$2.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
39+ 0.24% |
$3.67K - $3.9K
|
16.6K
$1.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
37New |
$3.48K - $3.7K
|
37
$3.75K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
37+ 0.75% |
$3.48K - $3.7K
|
4.98K
$504K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
37New |
$3.48K - $3.7K
|
37
$3.75K
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
36+ 0.42% |
$3.39K - $3.6K
|
8.52K
$863K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35+ 2.75% |
$3.3K - $3.5K
|
1.31K
$133K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
35New |
$3.3K - $3.5K
|
35
$3.55K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
34+ 0.52% |
$3.2K - $3.4K
|
6.55K
$664K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
34+ 0.27% |
$3.2K - $3.4K
|
12.5K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.87% |
$3.11K - $3.3K
|
3.83K
$388K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
32+ 0.48% |
$3.01K - $3.2K
|
6.7K
$679K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
32+ 0.32% |
$3.01K - $3.2K
|
10.2K
$1.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
32+ 0.93% |
$3.01K - $3.2K
|
3.48K
$353K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
30+ 0.39% |
$2.83K - $3K
|
7.71K
$781K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
30+ 25.0% |
$2.83K - $3K
|
150
$15.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
28+ 0.42% |
$2.64K - $2.8K
|
6.65K
$674K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
28New |
$2.64K - $2.8K
|
28
$2.84K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
28+ 0.47% |
$2.64K - $2.8K
|
5.97K
$605K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26+ 650.0% |
$2.45K - $2.6K
|
30
$3.04K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25+ 36.76% |
$2.35K - $2.5K
|
93
$9.42K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
25+ 0.33% |
$2.35K - $2.5K
|
7.57K
$767K
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
BUY
|
- |
24+ 0.53% |
$2.26K - $2.4K
|
4.52K
$458K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
24+ 0.48% |
$2.26K - $2.4K
|
5.02K
$509K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
23+ 0.47% |
$2.17K - $2.3K
|
4.91K
$498K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
23+ 0.27% |
$2.17K - $2.3K
|
8.67K
$878K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
22+ 1.5% |
$2.07K - $2.2K
|
1.49K
$151K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
22New |
$2.07K - $2.2K
|
22
$2.23K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22+ 0.23% |
$2.07K - $2.2K
|
9.59K
$972K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
22New |
$2.07K - $2.2K
|
22
$2.23K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
21+ 0.4% |
$1.98K - $2.1K
|
5.24K
$531K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20+ 0.38% |
$1.88K - $2K
|
5.26K
$533K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
19+ 0.52% |
$1.79K - $1.9K
|
3.65K
$369K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
18+ 0.16% |
$1.7K - $1.8K
|
10.9K
$1.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
18+ 0.16% |
$1.7K - $1.8K
|
11K
$1.12M
|
|