Purchases and Sales Made in Q2 2025 in Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

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 18, 2025 Q2 2025
Vicus Capital

State College, PA
BUY
 -
119
+ 0.36%
$20K - $23.3K
33.1K $6.77M
Jul 14, 2025 Q2 2025
Advisor Net Financial, Inc

BUY
 -
118
+ 1.44%
$19.9K - $23.1K
8.31K $1.7M
Aug 05, 2025 Q2 2025
Crestwood Advisors Group LLC

BUY
 -
118
+ 1.1%
$19.9K - $23.1K
10.9K $2.23M
Jul 17, 2025 Q2 2025
Lex Aurum Advisors, LLC

BUY
 -
117
+ 2.39%
$19.7K - $22.9K
5.02K $1.03M
Aug 13, 2025 Q2 2025
Haverford Trust CO

Radnor, PA
BUY
 -
117
+ 5.55%
$19.7K - $22.9K
2.23K $455K
Aug 04, 2025 Q2 2025
Clear Investment Research, LLC

BUY
 -
115
+ 1.52%
$19.4K - $22.5K
7.68K $1.57M
Jul 16, 2025 Q2 2025
St Germain D J CO Inc

Springfield, MA
BUY
 -
113
+ 24.84%
$19K - $22.1K
568 $116K
Jul 30, 2025 Q2 2025
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
113
+ 2.53%
$19K - $22.1K
4.58K $938K
Jul 24, 2025 Q2 2025
Blue Zone Wealth Advisors, LLC

BUY
 -
110
+ 4.54%
$18.5K - $21.5K
2.53K $518K
Aug 05, 2025 Q2 2025
Tsfg, LLC

BUY
 -
108
+ 0.87%
$18.2K - $21.1K
12.6K $2.58M
Aug 13, 2025 Q2 2025
Neuberger Berman Group LLC

New York, NY
BUY
 -
106
+ 4.37%
$17.8K - $20.7K
2.53K $518K
Aug 05, 2025 Q2 2025
Prosperity Consulting Group, LLC

BUY
 -
105
+ 6.46%
$17.7K - $20.5K
1.73K $354K
Jul 31, 2025 Q2 2025
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
101
+ 0.66%
$17K - $19.7K
15.3K $3.14M
Sep 12, 2025 Q2 2025
Valeo Financial Advisors, LLC

BUY
 -
100
+ 0.57%
$16.8K - $19.5K
17.7K $3.63M
Aug 08, 2025 Q2 2025
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
99
+ 471.43%
$16.7K - $19.3K
120 $24.6K
Aug 14, 2025 Q2 2025
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
96
+ 0.55%
$16.2K - $18.8K
17.5K $3.58M
Aug 14, 2025 Q2 2025
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
94
+ 2.5%
$15.8K - $18.4K
3.85K $788K
Jul 30, 2025 Q2 2025
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
91
+ 4.56%
$15.3K - $17.8K
2.09K $427K
Aug 11, 2025 Q2 2025
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
87
+ 1.23%
$14.6K - $17K
7.18K $1.47M
Jul 17, 2025 Q2 2025
Pfg Investments, LLC

Woodbury, NY
BUY
 -
86
+ 1.24%
$14.5K - $16.8K
7.04K $1.44M
Jul 23, 2025 Q2 2025
Eagle Strategies LLC

New York, NY
BUY
 -
85
+ 2.37%
$14.3K - $16.6K
3.67K $752K
Aug 13, 2025 Q2 2025
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
84
+ 0.26%
$14.1K - $16.4K
32.1K $6.58M
Jul 15, 2025 Q2 2025
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
80
+ 2.44%
$13.5K - $15.6K
3.36K $688K
Jul 16, 2025 Q2 2025
Crowley Wealth Management, Inc.

Wilmington, DE
BUY
 -
80
+ 5.73%
$13.5K - $15.6K
1.48K $302K
Jul 17, 2025 Q2 2025
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
79
+ 3.59%
$13.3K - $15.4K
2.28K $466K
Jul 21, 2025 Q2 2025
Ntv Asset Management LLC

BUY
 -
79
+ 4.04%
$13.3K - $15.4K
2.03K $416K
Jul 22, 2025 Q2 2025
Country Club Bank

BUY
 -
79
+ 1.38%
$13.3K - $15.4K
5.8K $1.19M
Jul 28, 2025 Q2 2025
Stegner Investment Associates Inc.

BUY
 -
78
+ 0.47%
$13.1K - $15.2K
16.5K $3.38M
Aug 05, 2025 Q2 2025
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
78
+ 2.53%
$13.1K - $15.2K
3.16K $647K
Jul 28, 2025 Q2 2025
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
77
+ 0.65%
$13K - $15K
11.9K $2.43M
Aug 13, 2025 Q2 2025
Continuum Advisory, LLC

Eagle, ID
BUY
 -
77
+ 1.88%
$13K - $15K
4.16K $852K
Jul 29, 2025 Q2 2025
Mcia Inc

BUY
 -
68
+ 5.89%
$11.4K - $13.3K
1.22K $250K
Jul 10, 2025 Q2 2025
Fulton Bank, N.A.

BUY
 -
66
+ 4.31%
$11.1K - $12.9K
1.6K $327K
Aug 08, 2025 Q2 2025
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
65
+ 0.16%
$10.9K - $12.7K
40.3K $8.24M
Aug 13, 2025 Q2 2025
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
65
New
$10.9K - $12.7K
65 $13.3K
Aug 05, 2025 Q2 2025
Mission Wealth Management, LP

BUY
 -
63
+ 0.6%
$10.6K - $12.3K
10.5K $2.14M
Jul 09, 2025 Q2 2025
Seneca House Advisors

BUY
 -
62
+ 0.41%
$10.4K - $12.1K
15.2K $3.12M
Aug 04, 2025 Q2 2025
Pinnacle Associates LTD

BUY
 -
62
+ 0.75%
$10.4K - $12.1K
8.32K $1.7M
Aug 13, 2025 Q2 2025
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
62
+ 0.99%
$10.4K - $12.1K
6.32K $1.29M
Oct 15, 2025 Q2 2025
Chesapeake Asset Management LLC

New York, NY
BUY
 -
61
New
$10.3K - $11.9K
61 $12.5K
Jul 01, 2025 Q2 2025
Harbor Investment Advisory, LLC

BUY
 -
59
+ 0.29%
$9.93K - $11.5K
20.1K $4.11M
Aug 07, 2025 Q2 2025
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
59
+ 2.19%
$9.93K - $11.5K
2.75K $562K
Jul 23, 2025 Q2 2025
Reap Financial Group, LLC

Austin, TX
BUY
 -
50
+ 11.26%
$8.42K - $9.77K
494 $101K
Jul 29, 2025 Q2 2025
Canvas Wealth Advisors, LLC

BUY
 -
50
+ 4.29%
$8.42K - $9.77K
1.22K $249K
Jul 31, 2025 Q2 2025
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
50
+ 2.16%
$8.42K - $9.77K
2.36K $483K
Aug 01, 2025 Q2 2025
Anson Capital, Inc.

BUY
 -
50
+ 0.25%
$8.42K - $9.77K
20K $4.09M
Aug 06, 2025 Q2 2025
Middleton & CO Inc

BUY
 -
50
+ 1.69%
$8.42K - $9.77K
3.01K $615K
Aug 14, 2025 Q2 2025
Newport Capital Group, LLC

BUY
 -
48
+ 0.91%
$8.08K - $9.38K
5.3K $1.08M
Oct 01, 2025 Q2 2025
Flp Wealth Management, LLC

Bentonville, AR
BUY
 -
43
+ 1.91%
$7.24K - $8.4K
2.3K $470K

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