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 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
224+ 2.71% |
$37.7K - $43.8K
|
8.5K
$1.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
220+ 5.58% |
$37K - $43K
|
4.16K
$852K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
219+ 13.61% |
$36.9K - $42.8K
|
1.83K
$374K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
217+ 24.77% |
$36.5K - $42.4K
|
1.09K
$224K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
216New |
$36.4K - $42.2K
|
216
$44.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
214+ 4.0% |
$36K - $41.8K
|
5.57K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
214+ 2.14% |
$36K - $41.8K
|
10.2K
$2.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
210+ 3.41% |
$35.4K - $41K
|
6.37K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
206+ 3.78% |
$34.7K - $40.3K
|
5.65K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
206+ 4.3% |
$34.7K - $40.3K
|
4.99K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
200+ 1.29% |
$33.7K - $39.1K
|
15.8K
$3.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
198+ 16.78% |
$33.3K - $38.7K
|
1.38K
$282K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
196+ 4.42% |
$33K - $38.3K
|
4.63K
$947K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
194+ 2.66% |
$32.7K - $37.9K
|
7.49K
$1.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
193New |
$32.5K - $37.7K
|
193
$39.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
192+ 2.08% |
$32.3K - $37.5K
|
9.44K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
187+ 6.39% |
$31.5K - $36.5K
|
3.11K
$637K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
186+ 0.28% |
$31.3K - $36.3K
|
66.1K
$13.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
184+ 2.07% |
$31K - $36K
|
9.09K
$1.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
184New |
$31K - $36K
|
184
$37.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
184+ 6.01% |
$31K - $36K
|
3.25K
$664K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
182New |
$30.6K - $35.6K
|
182
$37.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
181+ 4.31% |
$30.5K - $35.4K
|
4.38K
$897K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
177+ 2.84% |
$29.8K - $34.6K
|
6.41K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
176+ 11.92% |
$29.6K - $34.4K
|
1.65K
$338K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
176+ 0.43% |
$29.6K - $34.4K
|
41.5K
$8.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
175+ 9.87% |
$29.5K - $34.2K
|
1.95K
$399K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
173+ 12.46% |
$29.1K - $33.8K
|
1.56K
$319K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
172+ 4.23% |
$29K - $33.6K
|
4.24K
$867K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
157+ 3.33% |
$26.4K - $30.7K
|
4.87K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
155+ 29.25% |
$26.1K - $30.3K
|
685
$140K
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
154+ 56.41% |
$25.9K - $30.1K
|
427
$87.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
153+ 7.95% |
$25.8K - $29.9K
|
2.08K
$425K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
153New |
$25.8K - $29.9K
|
153
$31.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
148+ 10.48% |
$24.9K - $28.9K
|
1.56K
$319K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
147+ 0.42% |
$24.7K - $28.7K
|
35.4K
$7.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
147+ 5.33% |
$24.7K - $28.7K
|
2.91K
$595K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
147+ 2.64% |
$24.7K - $28.7K
|
5.72K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
142+ 0.04% |
$23.9K - $27.7K
|
371K
$75.9M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
142+ 5.05% |
$23.9K - $27.7K
|
2.96K
$605K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
136+ 12.76% |
$22.9K - $26.6K
|
1.2K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
133New |
$22.4K - $26K
|
133
$27.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
132+ 0.71% |
$22.2K - $25.8K
|
18.8K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
130+ 2.95% |
$21.9K - $25.4K
|
4.54K
$929K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
128+ 1.95% |
$21.5K - $25K
|
6.71K
$1.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
126+ 0.7% |
$21.2K - $24.6K
|
18.1K
$3.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
124+ 6.63% |
$20.9K - $24.2K
|
1.99K
$408K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
123+ 0.4% |
$20.7K - $24K
|
30.9K
$6.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
121+ 2.98% |
$20.4K - $23.6K
|
4.19K
$856K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
120New |
$20.2K - $23.5K
|
120
$24.6K
|