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 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5.66K+ 2560.18% |
$952K - $1.11M
|
5.88K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.6KNew |
$942K - $1.09M
|
5.6K
$1.16M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.59KNew |
$941K - $1.09M
|
5.59K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.56K+ 32.87% |
$936K - $1.09M
|
22.5K
$4.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
5.56K+ 2.38% |
$936K - $1.09M
|
239K
$49.3M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
5.52K+ 64.18% |
$929K - $1.08M
|
14.1K
$2.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.48K+ 15.52% |
$922K - $1.07M
|
40.8K
$8.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.48K+ 5.12% |
$922K - $1.07M
|
112K
$23.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.36K+ 247.99% |
$902K - $1.05M
|
7.52K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
5.21K+ 3.21% |
$878K - $1.02M
|
167K
$34.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
5.21KNew |
$877K - $1.02M
|
5.21K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
5.2KNew |
$875K - $1.02M
|
5.2K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.15KNew |
$867K - $1.01M
|
5.15K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
4.96K+ 16.52% |
$834K - $969K
|
35K
$7.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.94K+ 61.17% |
$831K - $965K
|
13K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.9K+ 266.92% |
$825K - $957K
|
6.73K
$1.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.88K+ 80.22% |
$822K - $954K
|
11K
$2.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.81K+ 38.07% |
$809K - $939K
|
17.4K
$3.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.79K+ 13.98% |
$807K - $936K
|
39.1K
$8.07M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.75KNew |
$800K - $929K
|
4.75K
$981K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.73KNew |
$796K - $924K
|
4.73K
$976K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
4.7KNew |
$792K - $919K
|
4.7K
$971K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.7K+ 6.75% |
$790K - $917K
|
74.3K
$15.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
4.66K+ 11.62% |
$784K - $911K
|
44.8K
$9.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
4.61K+ 8.94% |
$777K - $901K
|
56.2K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.56K+ 59.28% |
$768K - $891K
|
12.3K
$2.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.53K+ 1.87% |
$762K - $884K
|
247K
$51M
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.47K+ 1.37% |
$752K - $873K
|
329K
$68M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.22K+ 9.68% |
$710K - $824K
|
47.8K
$9.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.2K+ 98.78% |
$707K - $820K
|
8.45K
$1.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.19K+ 7.21% |
$705K - $818K
|
62.3K
$12.9M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
4.13KNew |
$695K - $806K
|
4.13K
$852K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.1KNew |
$690K - $801K
|
4.1K
$847K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.06K+ 397.94% |
$683K - $792K
|
5.07K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.02K+ 7.43% |
$677K - $786K
|
58.1K
$12M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
4KNew |
$673K - $781K
|
4K
$825K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.98K+ 375.19% |
$669K - $777K
|
5.04K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.9K+ 18.81% |
$656K - $762K
|
24.6K
$5.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.87KNew |
$652K - $756K
|
3.87K
$799K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3.84K+ 47.77% |
$646K - $750K
|
11.9K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.79K+ 22.81% |
$639K - $741K
|
20.4K
$4.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.76K+ 3.23% |
$633K - $735K
|
120K
$24.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.73K+ 106.39% |
$628K - $729K
|
7.23K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.72K+ 2.77% |
$626K - $726K
|
138K
$28.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.71K+ 574.88% |
$624K - $725K
|
4.35K
$899K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.65KNew |
$614K - $713K
|
3.65K
$753K
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.59K+ 32.94% |
$605K - $702K
|
14.5K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.56K+ 16.84% |
$599K - $695K
|
24.7K
$5.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.5K+ 21.47% |
$590K - $684K
|
19.8K
$4.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.46K+ 2.2% |
$583K - $677K
|
160K
$33.1M
|