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
|
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
|
|
|
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 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
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
18+ 0.24% |
$1.7K - $1.8K
|
7.45K
$755K
|
|
|
Nov 13, 2025
Q3 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
17+ 0.44% |
$1.6K - $1.7K
|
3.87K
$392K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
15New |
$1.41K - $1.5K
|
15
$1.52K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
11+ 0.51% |
$1.04K - $1.1K
|
2.18K
$220K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11+ 0.11% |
$1.04K - $1.1K
|
9.89K
$1M
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
11+ 0.44% |
$1.04K - $1.1K
|
2.5K
$253K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10+ 0.33% |
$942 - $1K
|
3.08K
$312K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9+ 0.22% |
$848 - $900
|
4.11K
$417K
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
9+ 0.38% |
$848 - $900
|
2.39K
$242K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9+ 0.52% |
$848 - $900
|
1.75K
$178K
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
5+ 0.11% |
$471 - $500
|
4.37K
$443K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.23% |
$471 - $500
|
2.22K
$225K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.6% |
$283 - $300
|
502
$50.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
3+ 0.01% |
$283 - $300
|
37.9K
$3.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.39% |
$283 - $300
|
780
$79K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.08% |
$188 - $200
|
2.37K
$240K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.06% |
$188 - $200
|
3.12K
$316K
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.04% |
$94.2 - $100
|
2.62K
$265K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1+ 0.03% |
$94.2 - $100
|
3.79K
$384K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.02% |
$94.2 - $100
|
4.25K
$430K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$94.2 - $100
|
2.49K
$252K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 1.14% |
$94.2 - $100
|
89
$9.02K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.6K+ 5.81% |
$6.16M - $7.15M
|
1.38M
$139M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65.6K+ 54.62% |
$5.34M - $6.2M
|
186K
$18.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
49K+ 63.91% |
$3.99M - $4.63M
|
126K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.8K+ 100.97% |
$3.08M - $3.57M
|
75.2K
$7.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
32KNew |
$2.61M - $3.03M
|
32K
$3.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
23.4K+ 190.23% |
$1.9M - $2.21M
|
35.7K
$3.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
16.5KNew |
$1.34M - $1.56M
|
16.5K
$1.67M
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
10.9K+ 15.21% |
$888K - $1.03M
|
82.5K
$8.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.23KNew |
$508K - $590K
|
6.23K
$632K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.98K+ 1.92% |
$487K - $566K
|
317K
$32.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
5.7K+ 9.01% |
$464K - $540K
|
69K
$6.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
5.14KNew |
$419K - $487K
|
5.14K
$521K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.92K+ 3.43% |
$400K - $465K
|
148K
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
4.62KNew |
$376K - $437K
|
4.62K
$468K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.48K+ 46.21% |
$365K - $424K
|
14.2K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.18K+ 96.23% |
$341K - $396K
|
8.53K
$864K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4KNew |
$326K - $379K
|
4K
$406K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.98KNew |
$324K - $376K
|
3.98K
$403K
|
|