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
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
42+ 1.31% |
$7.07K - $8.21K
|
3.24K
$663K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
42+ 0.21% |
$7.07K - $8.21K
|
20.3K
$4.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
42+ 1.76% |
$7.07K - $8.21K
|
2.44K
$498K
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
40+ 0.66% |
$6.73K - $7.82K
|
6.14K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
39+ 1.13% |
$6.57K - $7.62K
|
3.49K
$713K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
38+ 5.71% |
$6.4K - $7.43K
|
704
$144K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37+ 0.78% |
$6.23K - $7.23K
|
4.81K
$984K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
35New |
$5.89K - $6.84K
|
35
$7.16K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
35+ 0.32% |
$5.89K - $6.84K
|
11K
$2.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
34+ 1.19% |
$5.72K - $6.64K
|
2.9K
$592K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
34+ 0.3% |
$5.72K - $6.64K
|
11.4K
$2.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
32+ 0.3% |
$5.39K - $6.25K
|
10.7K
$2.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
32+ 0.14% |
$5.39K - $6.25K
|
23.7K
$4.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
32+ 0.27% |
$5.39K - $6.25K
|
11.8K
$2.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
29+ 1.45% |
$4.88K - $5.67K
|
2.03K
$416K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
28+ 1.17% |
$4.71K - $5.47K
|
2.41K
$494K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
26+ 0.11% |
$4.38K - $5.08K
|
23K
$4.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
25+ 1.35% |
$4.21K - $4.89K
|
1.88K
$384K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
25+ 0.73% |
$4.21K - $4.89K
|
3.45K
$706K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
25+ 0.75% |
$4.21K - $4.89K
|
3.38K
$691K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
23+ 0.1% |
$3.87K - $4.49K
|
23.4K
$4.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.19% |
$3.87K - $4.49K
|
12K
$2.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
21+ 1.18% |
$3.54K - $4.1K
|
1.81K
$369K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20+ 2.61% |
$3.37K - $3.91K
|
785
$161K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20+ 0.28% |
$3.37K - $3.91K
|
7.26K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
20+ 0.96% |
$3.37K - $3.91K
|
2.11K
$432K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19+ 0.29% |
$3.2K - $3.71K
|
6.49K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19New |
$3.2K - $3.71K
|
19
$3.89K
|
|
|
Aug 14, 2025
Q2 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
19+ 0.2% |
$3.2K - $3.71K
|
9.67K
$1.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
18+ 4.31% |
$3.03K - $3.52K
|
436
$89.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
17+ 0.33% |
$2.86K - $3.32K
|
5.19K
$1.06M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
16+ 0.26% |
$2.69K - $3.13K
|
6.24K
$1.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
16+ 1.29% |
$2.69K - $3.13K
|
1.26K
$257K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
16+ 0.63% |
$2.69K - $3.13K
|
2.57K
$526K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
16+ 0.4% |
$2.69K - $3.13K
|
3.98K
$814K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.23% |
$2.53K - $2.93K
|
6.46K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
14New |
$2.36K - $2.74K
|
14
$2.86K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.19% |
$2.19K - $2.54K
|
6.89K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
12+ 0.43% |
$2.02K - $2.35K
|
2.81K
$575K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11+ 0.28% |
$1.85K - $2.15K
|
3.9K
$799K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
11+ 0.52% |
$1.85K - $2.15K
|
2.14K
$437K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
11+ 0.42% |
$1.85K - $2.15K
|
2.65K
$543K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
11+ 0.35% |
$1.85K - $2.15K
|
3.13K
$641K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
10+ 0.39% |
$1.68K - $1.95K
|
2.56K
$523K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
9+ 0.41% |
$1.52K - $1.76K
|
2.23K
$455K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
9+ 0.43% |
$1.52K - $1.76K
|
2.08K
$425K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
9+ 0.06% |
$1.52K - $1.76K
|
14.3K
$2.93M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.17% |
$1.52K - $1.76K
|
5.16K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9+ 0.45% |
$1.52K - $1.76K
|
2.02K
$413K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
9+ 0.18% |
$1.52K - $1.76K
|
4.99K
$1.02M
|