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 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 1.25% |
$178K - $207K
|
85.4K
$17.6M
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
1.05K+ 17.68% |
$177K - $206K
|
7.02K
$1.45M
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.05KNew |
$177K - $205K
|
1.05K
$217K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 3.8% |
$176K - $205K
|
28.6K
$5.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.05KNew |
$176K - $205K
|
1.05K
$216K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.05KNew |
$176K - $204K
|
1.05K
$216K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.04K+ 20.81% |
$176K - $204K
|
6.06K
$1.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.04KNew |
$176K - $204K
|
1.04K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.03KNew |
$174K - $202K
|
1.03K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.03K+ 3.28% |
$173K - $201K
|
32.3K
$6.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.03KNew |
$173K - $201K
|
1.03K
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.02K+ 11.87% |
$172K - $199K
|
9.61K
$1.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.02K+ 24.79% |
$171K - $199K
|
5.11K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
979+ 5.53% |
$165K - $191K
|
18.7K
$3.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
977+ 37.53% |
$164K - $191K
|
3.58K
$739K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
951New |
$160K - $186K
|
951
$196K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
949New |
$160K - $185K
|
949
$196K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
948+ 6.22% |
$160K - $185K
|
16.2K
$3.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
940+ 11.36% |
$158K - $184K
|
9.21K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
930+ 20.98% |
$157K - $182K
|
5.36K
$1.11M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
928+ 3.59% |
$156K - $181K
|
26.8K
$5.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
925+ 5.61% |
$156K - $181K
|
17.4K
$3.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
918+ 12.81% |
$155K - $179K
|
8.08K
$1.67M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
912+ 6.89% |
$154K - $178K
|
14.2K
$2.92M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
890+ 2.09% |
$150K - $174K
|
43.4K
$8.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
884+ 7.1% |
$149K - $173K
|
13.3K
$2.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
881+ 48.06% |
$148K - $172K
|
2.71K
$560K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
874+ 5.95% |
$147K - $171K
|
15.6K
$3.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
867+ 2.02% |
$146K - $169K
|
43.9K
$9.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
864+ 1.27% |
$145K - $169K
|
68.8K
$14.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
857+ 0.88% |
$144K - $167K
|
98.6K
$20.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
840+ 21.38% |
$141K - $164K
|
4.77K
$985K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
835+ 5.2% |
$141K - $163K
|
16.9K
$3.49M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
832+ 5.96% |
$140K - $163K
|
14.8K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
793+ 4.63% |
$133K - $155K
|
17.9K
$3.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
791+ 3.23% |
$133K - $155K
|
25.3K
$5.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
784+ 26.1% |
$132K - $153K
|
3.79K
$782K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
781+ 13.15% |
$131K - $153K
|
6.72K
$1.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
773+ 8.83% |
$130K - $151K
|
9.52K
$1.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
768+ 19.94% |
$129K - $150K
|
4.62K
$954K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
761+ 0.99% |
$128K - $149K
|
77.8K
$16.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
743+ 4.28% |
$125K - $145K
|
18.1K
$3.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
738New |
$124K - $144K
|
738
$152K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
731+ 2.83% |
$123K - $143K
|
26.5K
$5.48M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
728+ 0.91% |
$123K - $142K
|
80.4K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
707+ 7.49% |
$119K - $138K
|
10.1K
$2.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
695+ 3.91% |
$117K - $136K
|
18.5K
$3.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
694+ 44.23% |
$117K - $136K
|
2.26K
$467K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
689+ 14.17% |
$116K - $135K
|
5.55K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
680+ 12.27% |
$114K - $133K
|
6.22K
$1.28M
|