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 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9.82K+ 263.35% |
$1.65M - $1.92M
|
13.6K
$2.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
9.51K+ 3.47% |
$1.6M - $1.86M
|
284K
$58.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
9.49K+ 13.25% |
$1.6M - $1.85M
|
81.1K
$16.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.31K+ 19.4% |
$1.57M - $1.82M
|
57.3K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.24K+ 13.2% |
$1.56M - $1.81M
|
79.2K
$16.4M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.1K+ 9.78% |
$1.53M - $1.78M
|
102K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.02K+ 56.51% |
$1.52M - $1.76M
|
25K
$5.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8.98K+ 47.8% |
$1.51M - $1.75M
|
27.8K
$5.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.97KNew |
$1.51M - $1.75M
|
8.97K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
8.95K+ 5.91% |
$1.51M - $1.75M
|
160K
$33.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
8.66K+ 0.24% |
$1.46M - $1.69M
|
3.57M
$737M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
8.64K+ 1.96% |
$1.45M - $1.69M
|
450K
$92.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.6K+ 76.72% |
$1.45M - $1.68M
|
19.8K
$4.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8.49K+ 11.93% |
$1.43M - $1.66M
|
79.6K
$16.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
8.34K+ 36.51% |
$1.4M - $1.63M
|
31.2K
$6.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.34K+ 570.84% |
$1.4M - $1.63M
|
9.8K
$2.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8.31K+ 17.32% |
$1.4M - $1.62M
|
56.3K
$11.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.28K+ 17.15% |
$1.39M - $1.62M
|
56.6K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.21K+ 14.88% |
$1.38M - $1.6M
|
63.4K
$13.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.17K+ 307.18% |
$1.38M - $1.6M
|
10.8K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
8.16K+ 7.79% |
$1.37M - $1.6M
|
113K
$23.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
8K+ 40.0% |
$1.35M - $1.56M
|
28K
$5.78M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8K+ 9.6% |
$1.35M - $1.56M
|
91.3K
$18.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
7.99KNew |
$1.35M - $1.56M
|
7.99K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
7.9KNew |
$1.33M - $1.54M
|
7.9K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.64K+ 11.81% |
$1.29M - $1.49M
|
72.3K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.51K+ 35.04% |
$1.26M - $1.47M
|
28.9K
$5.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.46K+ 5.77% |
$1.26M - $1.46M
|
137K
$28.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
7.14K+ 4.42% |
$1.2M - $1.4M
|
169K
$34.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.14K+ 9.37% |
$1.2M - $1.39M
|
83.4K
$17.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.05K+ 2.01% |
$1.19M - $1.38M
|
359K
$74.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7.05K+ 7.45% |
$1.19M - $1.38M
|
102K
$21M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.04KNew |
$1.19M - $1.38M
|
7.04K
$1.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7K+ 55.65% |
$1.18M - $1.37M
|
19.6K
$4.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.98K+ 7.51% |
$1.18M - $1.36M
|
99.9K
$20.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
6.98K+ 52.11% |
$1.17M - $1.36M
|
20.4K
$4.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.89KNew |
$1.16M - $1.35M
|
6.89K
$1.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.84K+ 17.81% |
$1.15M - $1.34M
|
45.3K
$9.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.6KNew |
$1.11M - $1.29M
|
6.6K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.57K+ 7.71% |
$1.11M - $1.28M
|
91.7K
$18.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.56K+ 12.02% |
$1.1M - $1.28M
|
61.1K
$12.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
6.53K+ 25.82% |
$1.1M - $1.28M
|
31.8K
$6.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.47K+ 10.01% |
$1.09M - $1.27M
|
71.1K
$14.7M
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
6.28K+ 6.14% |
$1.06M - $1.23M
|
108K
$22.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6.28KNew |
$1.06M - $1.23M
|
6.28K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.14K+ 12.79% |
$1.03M - $1.2M
|
54.2K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
6.1K+ 41.04% |
$1.03M - $1.19M
|
21K
$4.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.94K+ 4.84% |
$1M - $1.16M
|
129K
$26.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.77K+ 126.95% |
$971K - $1.13M
|
10.3K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
5.69K+ 70.66% |
$958K - $1.11M
|
13.7K
$2.84M
|