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
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.45KNew |
$581K - $675K
|
3.45K
$713K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.45KNew |
$581K - $675K
|
3.45K
$713K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
3.44K+ 73.98% |
$580K - $673K
|
8.1K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.44K+ 6.74% |
$579K - $672K
|
54.4K
$11.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.4K+ 31.33% |
$573K - $665K
|
14.3K
$2.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
3.39K+ 4.42% |
$570K - $662K
|
80.1K
$16.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.39K+ 297.02% |
$570K - $662K
|
4.53K
$935K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.36K+ 12.4% |
$566K - $657K
|
30.5K
$6.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.36K+ 99.53% |
$565K - $656K
|
6.73K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
3.36K+ 3.02% |
$565K - $656K
|
115K
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.31K+ 10.44% |
$558K - $647K
|
35K
$7.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
3.23K+ 28.84% |
$543K - $631K
|
14.4K
$2.98M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
3.18K+ 37.81% |
$536K - $622K
|
11.6K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Amundi
Paris, I0 |
BUY
|
- |
3.1K+ 7.49% |
$522K - $606K
|
44.5K
$9.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3.07K+ 1.76% |
$517K - $600K
|
178K
$36.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
3.07K+ 11.45% |
$517K - $600K
|
29.9K
$6.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.06K+ 11.57% |
$515K - $597K
|
29.5K
$6.09M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.02K+ 9.29% |
$509K - $591K
|
35.5K
$7.34M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.02K+ 306.09% |
$508K - $589K
|
4K
$826K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.01K+ 10.38% |
$506K - $587K
|
32K
$6.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3K+ 1.65% |
$505K - $586K
|
185K
$38.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
2.99KNew |
$502K - $583K
|
2.99K
$616K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.95K+ 11.2% |
$497K - $577K
|
29.3K
$6.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.94K+ 12.21% |
$495K - $575K
|
27K
$5.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.9K+ 268.8% |
$489K - $567K
|
3.98K
$822K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.9K+ 6.41% |
$487K - $566K
|
48K
$9.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.87K+ 2.16% |
$484K - $561K
|
136K
$28M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.84K+ 46.46% |
$478K - $555K
|
8.96K
$1.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.83K+ 15.96% |
$476K - $553K
|
20.6K
$4.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.82K+ 6.93% |
$474K - $551K
|
43.5K
$8.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.82KNew |
$474K - $550K
|
2.82K
$581K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.81K+ 52.13% |
$473K - $549K
|
8.2K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.79K+ 100.25% |
$469K - $545K
|
5.57K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
2.74KNew |
$462K - $536K
|
2.74K
$566K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.71K+ 15.77% |
$456K - $529K
|
19.9K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.7KNew |
$455K - $528K
|
2.7K
$558K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.61K+ 15.91% |
$439K - $509K
|
19K
$3.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.59KNew |
$436K - $506K
|
2.59K
$535K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.58K+ 170.68% |
$434K - $504K
|
4.09K
$845K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.58KNew |
$434K - $504K
|
2.58K
$533K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
2.51K+ 23.07% |
$422K - $490K
|
13.4K
$2.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.49KNew |
$418K - $486K
|
2.49K
$513K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.47K+ 113.14% |
$416K - $483K
|
4.66K
$962K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.46K+ 151.6% |
$413K - $480K
|
4.08K
$842K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.43K+ 18.04% |
$408K - $474K
|
15.9K
$3.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.39K+ 48.59% |
$403K - $467K
|
7.31K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.37KNew |
$399K - $463K
|
2.37K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.35K+ 23.02% |
$396K - $460K
|
12.6K
$2.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.34K+ 46.28% |
$394K - $457K
|
7.39K
$1.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.25K+ 25.06% |
$379K - $440K
|
11.2K
$2.32M
|