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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
205K+ 14.16% |
$34.6M - $40.1M
|
1.66M
$332M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
142K+ 28.41% |
$23.8M - $27.7M
|
640K
$128M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
110K+ 22.77% |
$18.5M - $21.5M
|
592K
$119M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.9K+ 9.21% |
$14.3M - $16.6M
|
1.01M
$202M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
61K+ 3.38% |
$10.3M - $11.9M
|
1.87M
$374M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
48.1K+ 6.65% |
$8.1M - $9.41M
|
772K
$155M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
47.2K+ 884.29% |
$7.95M - $9.23M
|
52.6K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
46.9K+ 16.66% |
$7.9M - $9.17M
|
329K
$65.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
44KNew |
$7.4M - $8.59M
|
44K
$8.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.6K+ 1.58% |
$4.48M - $5.2M
|
1.72M
$344M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
26K+ 118.98% |
$4.38M - $5.08M
|
47.8K
$9.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21.8K+ 547.01% |
$3.66M - $4.25M
|
25.7K
$5.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
20.6K+ 15.63% |
$3.47M - $4.03M
|
152K
$30.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
19.5K+ 524.36% |
$3.29M - $3.82M
|
23.3K
$4.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19K+ 15.48% |
$3.2M - $3.71M
|
142K
$28.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17.9K+ 25.28% |
$3.02M - $3.5M
|
88.8K
$17.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
16.9KNew |
$2.84M - $3.3M
|
16.9K
$3.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 15.51% |
$2.68M - $3.11M
|
119K
$23.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.8K+ 5.45% |
$2.66M - $3.09M
|
306K
$61.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15.2K+ 21.81% |
$2.55M - $2.96M
|
84.7K
$17M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
13.7K+ 24.12% |
$2.31M - $2.68M
|
70.6K
$14.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
13.2K+ 4.49% |
$2.23M - $2.58M
|
308K
$61.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
12.7K+ 272.74% |
$2.13M - $2.48M
|
17.3K
$3.47M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 16.92% |
$2.11M - $2.45M
|
86.5K
$17.4M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
11.8K+ 20.42% |
$1.99M - $2.31M
|
69.8K
$14M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
11KNew |
$1.85M - $2.14M
|
11K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.8K+ 21.6% |
$1.81M - $2.1M
|
60.6K
$12.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
10.5K+ 8.46% |
$1.77M - $2.05M
|
135K
$27M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
10.4K+ 12.29% |
$1.74M - $2.02M
|
94.6K
$19M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
9.49K+ 13.25% |
$1.6M - $1.85M
|
81.1K
$16.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
8.95K+ 5.91% |
$1.51M - $1.75M
|
160K
$32.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
8.64K+ 1.96% |
$1.45M - $1.69M
|
450K
$90.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.6K+ 76.72% |
$1.45M - $1.68M
|
19.8K
$3.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8.49K+ 11.93% |
$1.43M - $1.66M
|
79.6K
$16M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8.31K+ 17.32% |
$1.4M - $1.62M
|
56.3K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
8K+ 40.0% |
$1.35M - $1.56M
|
28K
$5.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
7.14K+ 4.42% |
$1.2M - $1.4M
|
169K
$33.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.14K+ 9.37% |
$1.2M - $1.39M
|
83.4K
$16.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7K+ 55.65% |
$1.18M - $1.37M
|
19.6K
$3.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.98K+ 7.51% |
$1.18M - $1.36M
|
99.9K
$20M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.89KNew |
$1.16M - $1.35M
|
6.89K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.6KNew |
$1.11M - $1.29M
|
6.6K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.57K+ 7.71% |
$1.11M - $1.28M
|
91.7K
$18.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.56K+ 12.02% |
$1.1M - $1.28M
|
61.1K
$12.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
6.53K+ 25.82% |
$1.1M - $1.28M
|
31.8K
$6.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
6.1K+ 41.04% |
$1.03M - $1.19M
|
21K
$4.2M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5.66K+ 2560.18% |
$952K - $1.11M
|
5.88K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.56K+ 32.87% |
$936K - $1.09M
|
22.5K
$4.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.48K+ 15.52% |
$922K - $1.07M
|
40.8K
$8.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.48K+ 5.12% |
$922K - $1.07M
|
112K
$22.6M
|