Purchases and Sales Made in Q2 2025 in Ishares S&P 500 Value ETF (IVE)
This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.34M+ 12.55% |
$394M - $457M
|
21M
$4.25B
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.21M+ 19441.24% |
$204M - $236M
|
1.22M
$246M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
935K+ 13.4% |
$157M - $183M
|
7.91M
$1.6B
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
485K+ 19.04% |
$81.6M - $94.7M
|
3.03M
$614M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
332K+ 795.77% |
$55.9M - $64.9M
|
374K
$75.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
316K+ 2.29% |
$53.2M - $61.7M
|
14.1M
$2.86B
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
232K+ 19.91% |
$39M - $45.3M
|
1.4M
$283M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
215K+ 7.92% |
$36.2M - $42M
|
2.93M
$593M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
205K+ 14.16% |
$34.6M - $40.1M
|
1.66M
$335M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
194K+ 721.51% |
$32.6M - $37.8M
|
220K
$44.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
153K+ 7.8% |
$25.7M - $29.9M
|
2.11M
$428M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
153K+ 200.92% |
$25.7M - $29.8M
|
229K
$46.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
142K+ 28.41% |
$23.8M - $27.7M
|
640K
$130M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
122K+ 22.52% |
$20.5M - $23.8M
|
664K
$134M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
122K+ 20.49% |
$20.5M - $23.7M
|
714K
$145M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
110K+ 22.77% |
$18.5M - $21.5M
|
592K
$120M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
107K+ 395.6% |
$18M - $20.9M
|
134K
$27.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
105K+ 4.67% |
$17.7M - $20.6M
|
2.36M
$478M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
103K+ 18.79% |
$17.4M - $20.2M
|
654K
$132M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.9K+ 9.21% |
$14.3M - $16.6M
|
1.01M
$204M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
67.9K+ 12.46% |
$11.4M - $13.3M
|
613K
$124M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
66K+ 30.17% |
$11.1M - $12.9M
|
285K
$57.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
63.9KNew |
$10.8M - $12.5M
|
63.9K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
61.2K+ 21.52% |
$10.3M - $12M
|
346K
$70M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
61K+ 3.38% |
$10.3M - $11.9M
|
1.87M
$378M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
59.8K+ 18.72% |
$10.1M - $11.7M
|
379K
$76.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
54.7K+ 6.09% |
$9.2M - $10.7M
|
952K
$193M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
48.6K+ 3.04% |
$8.19M - $9.51M
|
1.65M
$334M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
48.1K+ 6.65% |
$8.1M - $9.41M
|
772K
$156M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
47.2K+ 884.29% |
$7.95M - $9.23M
|
52.6K
$10.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
47.1K+ 23.02% |
$7.93M - $9.21M
|
252K
$51M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
46.9K+ 16.66% |
$7.9M - $9.17M
|
329K
$66.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
44.4K+ 58.86% |
$7.48M - $8.68M
|
120K
$24.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
44KNew |
$7.4M - $8.59M
|
44K
$8.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41.3K+ 27.13% |
$6.94M - $8.06M
|
193K
$39.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
38.7KNew |
$6.52M - $7.57M
|
38.7K
$7.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
37.8K+ 24.45% |
$6.37M - $7.39M
|
193K
$39M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.9K+ 0.49% |
$5.2M - $6.03M
|
6.3M
$1.28B
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.2K+ 20.56% |
$4.74M - $5.5M
|
165K
$33.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
28.1K+ 4.25% |
$4.72M - $5.48M
|
688K
$139M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
27.9K+ 704.17% |
$4.69M - $5.44M
|
31.8K
$6.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.6K+ 1.58% |
$4.48M - $5.2M
|
1.72M
$347M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.4K+ 38.25% |
$4.44M - $5.15M
|
95.3K
$19.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
26K+ 118.98% |
$4.38M - $5.08M
|
47.8K
$9.69M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25.8K+ 5.22% |
$4.35M - $5.04M
|
520K
$105M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
25.3K+ 66.2% |
$4.27M - $4.95M
|
63.6K
$12.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
24.6K+ 29.36% |
$4.13M - $4.8M
|
108K
$21.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
22.8K+ 53.33% |
$3.84M - $4.46M
|
65.6K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.8K+ 12.67% |
$3.83M - $4.45M
|
203K
$41M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21.8K+ 547.01% |
$3.66M - $4.25M
|
25.7K
$5.21M
|