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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
392+ 1.5% |
$66K - $76.6K
|
26.5K
$5.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
386+ 32.66% |
$65K - $75.4K
|
1.57K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
385+ 12.85% |
$64.8K - $75.2K
|
3.38K
$692K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
380+ 1.05% |
$64K - $74.3K
|
36.5K
$7.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
375+ 1.54% |
$63.1K - $73.3K
|
24.8K
$5.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
373+ 2.16% |
$62.8K - $72.9K
|
17.6K
$3.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
372+ 4.92% |
$62.6K - $72.7K
|
7.94K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
368+ 3.57% |
$61.9K - $71.9K
|
10.7K
$2.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
360New |
$60.6K - $70.4K
|
360
$73.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
359New |
$60.4K - $70.2K
|
359
$73.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
358+ 97.02% |
$60.3K - $70K
|
727
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
358+ 10.74% |
$60.3K - $70K
|
3.69K
$755K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
342+ 0.9% |
$57.6K - $66.8K
|
38.3K
$7.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
341+ 6.31% |
$57.4K - $66.6K
|
5.75K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
339New |
$57.1K - $66.2K
|
339
$69.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
336+ 5.02% |
$56.6K - $65.7K
|
7.03K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
333+ 31.71% |
$56.1K - $65.1K
|
1.38K
$283K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
331+ 29.21% |
$55.7K - $64.7K
|
1.46K
$300K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
321+ 11.89% |
$54K - $62.7K
|
3.02K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
317+ 5.06% |
$53.4K - $61.9K
|
6.58K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
316+ 2.39% |
$53.2K - $61.8K
|
13.5K
$2.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
310+ 17.75% |
$52.2K - $60.6K
|
2.06K
$421K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
308+ 15.97% |
$51.8K - $60.2K
|
2.24K
$458K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
298+ 3.28% |
$50.2K - $58.2K
|
9.38K
$1.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
297+ 11.17% |
$50K - $58K
|
2.96K
$605K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
297+ 5.41% |
$50K - $58K
|
5.78K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
293+ 0.81% |
$49.3K - $57.3K
|
36.6K
$7.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
291+ 2.61% |
$49K - $56.9K
|
11.5K
$2.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
281+ 326.74% |
$47.3K - $54.9K
|
367
$75.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
281+ 275.49% |
$47.3K - $54.9K
|
383
$78.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
280New |
$47.1K - $54.7K
|
280
$57.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
280+ 3.31% |
$47.1K - $54.7K
|
8.74K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
275+ 4.04% |
$46.3K - $53.7K
|
7.07K
$1.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
267+ 3.43% |
$44.9K - $52.2K
|
8.04K
$1.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
266+ 3.79% |
$44.8K - $52K
|
7.28K
$1.49M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
264+ 3.63% |
$44.4K - $51.6K
|
7.54K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
262New |
$44.1K - $51.2K
|
262
$53.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
262+ 4.19% |
$44.1K - $51.2K
|
6.51K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
259+ 1.99% |
$43.6K - $50.6K
|
13.3K
$2.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
258+ 1.39% |
$43.4K - $50.4K
|
18.9K
$3.86M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
257+ 16.74% |
$43.3K - $50.2K
|
1.79K
$367K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
254+ 5.85% |
$42.8K - $49.6K
|
4.59K
$940K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
253+ 16.68% |
$42.6K - $49.4K
|
1.77K
$362K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
246+ 10.65% |
$41.4K - $48.1K
|
2.56K
$523K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
244+ 2.27% |
$41.1K - $47.7K
|
11K
$2.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
243+ 2.77% |
$40.9K - $47.5K
|
9.01K
$1.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
242+ 11.35% |
$40.7K - $47.3K
|
2.38K
$486K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
241+ 0.13% |
$40.6K - $47.1K
|
182K
$37.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
239New |
$40.2K - $46.7K
|
239
$48.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
233+ 17.87% |
$39.2K - $45.5K
|
1.54K
$314K
|