Purchases and Sales Made in Q4 2025 in Ishares Core S&P U.S. Value Et (IUSV)

IUSV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core S&P U.S. Value Et (IUSV) during Q4 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
Jan 12, 2026 Q4 2025
Foster Group, Inc.

BUY
 -
41.4K
+ 3.99%
$4.06M - $4.25M
1.08M $110M
Jan 16, 2026 Q4 2025
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
30.9K
+ 18.37%
$3.03M - $3.17M
199K $20.2M
Jan 08, 2026 Q4 2025
Tabr Capital Management, LLC

Orange, CA
BUY
 -
24K
New
$2.35M - $2.46M
24K $2.43M
Jan 14, 2026 Q4 2025
Weil Company, Inc.

BUY
 -
22.2K
+ 37.79%
$2.18M - $2.28M
80.9K $8.2M
Jan 15, 2026 Q4 2025
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
18.7K
+ 3.0%
$1.84M - $1.92M
644K $65.2M
Jan 07, 2026 Q4 2025
Occidental Asset Management, LLC

BUY
 -
10.7K
+ 123.35%
$1.05M - $1.1M
19.4K $1.96M
Jan 08, 2026 Q4 2025
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
9.2K
+ 3.39%
$901K - $943K
280K $28.4M
Jan 14, 2026 Q4 2025
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
9.19K
+ 6.56%
$901K - $943K
149K $15.1M
Jan 14, 2026 Q4 2025
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
5.67K
New
$556K - $582K
5.67K $575K
Jan 15, 2026 Q4 2025
Financial Planning Hawaii, Inc.

Honolulu, HI
BUY
 -
3.97K
New
$389K - $407K
3.97K $402K
Jan 12, 2026 Q4 2025
Canvas Wealth Advisors, LLC

BUY
 -
2.32K
+ 3.22%
$228K - $238K
74.5K $7.55M
Jan 13, 2026 Q4 2025
Hilltop Wealth Advisors, LLC

BUY
 -
2.31K
+ 5.7%
$226K - $237K
42.9K $4.34M
Jan 14, 2026 Q4 2025
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
2.27K
New
$222K - $232K
2.27K $229K
Jan 14, 2026 Q4 2025
Catalyst Private Wealth, LLC

BUY
 -
2.04K
+ 6.36%
$200K - $210K
34.2K $3.46M
Jan 16, 2026 Q4 2025
Trust CO Of Vermont

BUY
 -
2.04K
+ 133.38%
$200K - $209K
3.57K $362K
Jan 14, 2026 Q4 2025
Hoese & CO LLP

BUY
 -
1.5K
New
$147K - $154K
1.5K $152K
Jan 13, 2026 Q4 2025
Legacy Solutions, LLC

Kennett Square, PA
BUY
 -
1.15K
+ 1.56%
$113K - $118K
74.8K $7.58M
Jan 08, 2026 Q4 2025
Silver Lake Advisory, LLC

BUY
 -
721
+ 3.1%
$70.7K - $73.9K
24K $2.43M
Jan 15, 2026 Q4 2025
E Rn Financial, LLC

BUY
 -
639
+ 7.92%
$62.6K - $65.5K
8.71K $882K
Jan 16, 2026 Q4 2025
Matauro, LLC

New York, NY
BUY
 -
340
+ 1.42%
$33.3K - $34.9K
24.3K $2.46M
Jan 13, 2026 Q4 2025
Forth Right Wealth Management, LLC

BUY
 -
330
+ 0.11%
$32.3K - $33.8K
300K $30.4M
Jan 06, 2026 Q4 2025
Ransom Advisory, LTD

Providence, RI
BUY
 -
300
New
$29.4K - $30.8K
300 $30.4K
Jan 07, 2026 Q4 2025
Sagespring Wealth Partners, LLC

Franklin, TN
BUY
 -
276
+ 9.65%
$27K - $28.3K
3.14K $318K
Jan 12, 2026 Q4 2025
Kwb Wealth

Redlands, CA
BUY
 -
209
+ 8.01%
$20.5K - $21.4K
2.82K $285K
Jan 07, 2026 Q4 2025
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
162
+ 1.11%
$15.9K - $16.6K
14.7K $1.49M
Jan 14, 2026 Q4 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
145
+ 5.73%
$14.2K - $14.9K
2.68K $271K
Jan 12, 2026 Q4 2025
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
139
+ 3.0%
$13.6K - $14.3K
4.77K $483K
Jan 15, 2026 Q4 2025
Mfa Wealth Services

Thousand Oaks, CA
BUY
 -
98
+ 0.41%
$9.6K - $10.1K
23.8K $2.42M
Jan 12, 2026 Q4 2025
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
72
New
$7.06K - $7.38K
72 $7.3K
Jan 08, 2026 Q4 2025
Carr Financial Group Corp

Worcester, MA
BUY
 -
67
+ 0.54%
$6.57K - $6.87K
12.6K $1.27M
Jan 15, 2026 Q4 2025
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
28
New
$2.74K - $2.87K
28 $2.84K
Jan 14, 2026 Q4 2025
Elevatus Welath Management

Victor, NY
BUY
 -
14
+ 0.5%
$1.37K - $1.44K
2.83K $287K
Jan 14, 2026 Q4 2025
Oak Asset Management, LLC

BUY
 -
14
+ 0.56%
$1.37K - $1.44K
2.53K $256K
Jan 09, 2026 Q4 2025
First Heartland Consultants, Inc.

BUY
 -
12
+ 0.06%
$1.18K - $1.23K
19.7K $2M
Jan 08, 2026 Q4 2025
Firethorn Wealth Partners, LLC

BUY
 -
11
+ 0.55%
$1.08K - $1.13K
2.02K $204K
Jan 16, 2026 Q4 2025
Keystone Financial Group, Inc.

Atlanta, GA
BUY
 -
9
+ 0.52%
$882 - $923
1.74K $177K
Jan 07, 2026 Q4 2025
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
8
+ 0.15%
$784 - $820
5.21K $528K
Jan 09, 2026 Q4 2025
Park Place Capital Corp

Birmingham, AL
BUY
 -
5
+ 0.52%
$490 - $513
964 $97.7K
Jan 12, 2026 Q4 2025
Abound Wealth Management

Franklin, TN
BUY
 -
2
+ 0.31%
$196 - $205
656 $66.5K
Jan 14, 2026 Q4 2025
Alliance Wealth Advisors, LLC

BUY
 -
2
+ 0.06%
$196 - $205
3.47K $352K
Jan 15, 2026 Q4 2025
Bernard Wealth Management Corp.

Royal Oak, MI
SELL
 -
-1
- 4.55%
$98 - $103
21 $2.13K
Jan 07, 2026 Q4 2025
Melone Private Wealth, LLC

SELL
 -
-13
- 0.34%
$1.27K - $1.33K
3.79K $384K
Jan 14, 2026 Q4 2025
Exchange Traded Concepts, LLC

SELL
 -
-17
- 58.62%
$1.67K - $1.74K
12 $1.22K
Jan 12, 2026 Q4 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
SELL
 -
-24
- 0.87%
$2.35K - $2.46K
2.72K $276K
Jan 14, 2026 Q4 2025
Verum Partners LLC

Charlotte, NC
SELL
 -
-29
- 1.36%
$2.84K - $2.97K
2.11K $213K
Jan 12, 2026 Q4 2025
Davenport & CO LLC

SELL
 -
-38
- 1.67%
$3.72K - $3.9K
2.23K $226K
Jan 16, 2026 Q4 2025
Augustine Asset Management Inc

SELL
 -
-44
- 1.01%
$4.31K - $4.51K
4.3K $436K
Jan 13, 2026 Q4 2025
Jfs Wealth Advisors, LLC

SELL
 -
-46
- 0.46%
$4.51K - $4.72K
10.1K $1.02M
Jan 05, 2026 Q4 2025
Roxbury Financial LLC

Mount Arlington, NJ
SELL
 -
-80
- 2.77%
$7.84K - $8.2K
2.81K $285K

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