Purchases and Sales Made in Q3 2025 in Ishares Core S&P U.S. Value Et (IUSV)
This table provides information about the institutional ownership of Ishares Core S&P U.S. Value Et (IUSV) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P U.S. VALUE ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.83M+ 7.84% |
$549M - $583M
|
80.2M
$8.13B
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.04MNew |
$97.9M - $104M
|
1.04M
$105M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
648K+ 4.26% |
$61M - $64.7M
|
15.8M
$1.6B
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
556K+ 10.59% |
$52.4M - $55.6M
|
5.81M
$589M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
432K+ 7.59% |
$40.7M - $43.2M
|
6.13M
$621M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
345K+ 72.12% |
$32.5M - $34.5M
|
824K
$83.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
334K+ 11.0% |
$31.5M - $33.4M
|
3.37M
$342M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
243K+ 42.29% |
$22.9M - $24.3M
|
818K
$82.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
236KNew |
$22.2M - $23.6M
|
236K
$23.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
231K+ 11.36% |
$21.7M - $23.1M
|
2.26M
$229M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
208KNew |
$19.6M - $20.8M
|
208K
$21.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
137K+ 2.83% |
$12.9M - $13.7M
|
4.99M
$506M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
97.2K+ 110.6% |
$9.15M - $9.72M
|
185K
$18.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
91.9K+ 12.78% |
$8.65M - $9.19M
|
811K
$82.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
88.6KNew |
$8.34M - $8.85M
|
88.6K
$8.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
86K+ 6.25% |
$8.1M - $8.6M
|
1.46M
$148M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
74.1K+ 27.65% |
$6.97M - $7.4M
|
342K
$34.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.5K+ 0.72% |
$6.08M - $6.45M
|
9.08M
$920M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
61.6K+ 6.08% |
$5.8M - $6.15M
|
1.07M
$109M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
57.3K+ 61.08% |
$5.4M - $5.73M
|
151K
$15.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
55.1K+ 2.41% |
$5.18M - $5.5M
|
2.34M
$237M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
51.9K+ 149.43% |
$4.89M - $5.19M
|
86.6K
$8.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
51.5K+ 14.43% |
$4.85M - $5.14M
|
408K
$41.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49.1K+ 62.95% |
$4.62M - $4.91M
|
127K
$12.9M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44.4K+ 1713.97% |
$4.18M - $4.44M
|
47K
$4.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
41.1KNew |
$3.87M - $4.11M
|
41.1K
$4.17M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
38.7K+ 18.76% |
$3.65M - $3.87M
|
245K
$24.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
36.5K+ 8.9% |
$3.44M - $3.65M
|
447K
$45.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
34.5K+ 4.16% |
$3.25M - $3.45M
|
864K
$87.5M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.1K+ 5.67% |
$3.21M - $3.41M
|
635K
$64.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
29.6KNew |
$2.78M - $2.96M
|
29.6K
$3M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.9K+ 238.99% |
$2.63M - $2.79M
|
39.6K
$4.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.9KNew |
$2.44M - $2.59M
|
25.9K
$2.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24.6KNew |
$2.32M - $2.46M
|
24.6K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.5K+ 4.33% |
$2.31M - $2.45M
|
591K
$59.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
24.2K+ 0.68% |
$2.28M - $2.41M
|
3.6M
$365M
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
22.1K+ 8.6% |
$2.08M - $2.21M
|
279K
$28.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
21.6KNew |
$2.03M - $2.16M
|
21.6K
$2.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.3K+ 16.28% |
$2.01M - $2.13M
|
152K
$15.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.4K+ 10.42% |
$1.92M - $2.04M
|
216K
$21.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
18.8K+ 15.28% |
$1.77M - $1.88M
|
142K
$14.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
18.2K+ 2.23% |
$1.72M - $1.82M
|
837K
$84.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
17.8K+ 2.85% |
$1.68M - $1.78M
|
643K
$65.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
15.4K+ 15.39% |
$1.45M - $1.54M
|
116K
$11.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.3K+ 53.34% |
$1.44M - $1.53M
|
44K
$4.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15K+ 45.7% |
$1.42M - $1.5M
|
47.9K
$4.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14.9K+ 9.71% |
$1.4M - $1.49M
|
168K
$17.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
14.9K+ 3.98% |
$1.4M - $1.49M
|
389K
$39.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
14.7KNew |
$1.39M - $1.47M
|
14.7K
$1.49M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.6K+ 7.16% |
$1.38M - $1.46M
|
219K
$22.1M
|
|