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 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
665+ 30.45% |
$112K - $130K
|
2.85K
$588K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
664New |
$112K - $130K
|
664
$137K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
657+ 0.98% |
$111K - $128K
|
67.7K
$14M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
639+ 39.32% |
$108K - $125K
|
2.26K
$467K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
634+ 2.08% |
$107K - $124K
|
31.1K
$6.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
633+ 44.45% |
$107K - $124K
|
2.06K
$425K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
628+ 7.09% |
$106K - $123K
|
9.48K
$1.96M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
628New |
$106K - $123K
|
628
$130K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
617+ 2.67% |
$104K - $121K
|
23.8K
$4.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
599+ 9.95% |
$101K - $117K
|
6.62K
$1.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
587+ 16.92% |
$98.8K - $115K
|
4.06K
$838K
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
573+ 4.37% |
$96.5K - $112K
|
13.7K
$2.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
564+ 19.56% |
$94.9K - $110K
|
3.45K
$712K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
560New |
$94.3K - $109K
|
560
$116K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
559+ 81.96% |
$94.1K - $109K
|
1.24K
$256K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
559+ 14.01% |
$94.1K - $109K
|
4.55K
$939K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
557+ 3.2% |
$93.8K - $109K
|
18K
$3.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
521+ 9.32% |
$87.7K - $102K
|
6.11K
$1.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
519+ 11.68% |
$87.4K - $101K
|
4.96K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
510+ 1.41% |
$85.9K - $99.7K
|
36.8K
$7.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
504+ 22.81% |
$84.8K - $98.5K
|
2.71K
$560K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
501+ 5.65% |
$84.3K - $97.9K
|
9.37K
$1.93M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
496+ 10.15% |
$83.5K - $96.9K
|
5.38K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
494+ 0.71% |
$83.2K - $96.5K
|
70.1K
$14.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
491+ 9.59% |
$82.7K - $96K
|
5.61K
$1.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
483+ 363.16% |
$81.3K - $94.4K
|
616
$127K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
477+ 28.84% |
$80.3K - $93.2K
|
2.13K
$440K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
477+ 6.83% |
$80.3K - $93.2K
|
7.46K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
473+ 27.01% |
$79.6K - $92.4K
|
2.22K
$459K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
471+ 5.98% |
$79.3K - $92K
|
8.34K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
461+ 1.57% |
$77.6K - $90.1K
|
29.8K
$6.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
461+ 28.23% |
$77.6K - $90.1K
|
2.09K
$432K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
460+ 98.08% |
$77.4K - $89.9K
|
929
$192K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
458+ 17.04% |
$77.1K - $89.5K
|
3.15K
$650K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
450+ 12.7% |
$75.8K - $87.9K
|
3.99K
$824K
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
447+ 0.11% |
$75.2K - $87.4K
|
391K
$80.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
444+ 16.09% |
$74.7K - $86.8K
|
3.2K
$662K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
438+ 6.55% |
$73.7K - $85.6K
|
7.13K
$1.47M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
429+ 9.54% |
$72.2K - $83.8K
|
4.92K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
426+ 0.44% |
$71.7K - $83.2K
|
97K
$20M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
417+ 2.02% |
$70.2K - $81.5K
|
21.1K
$4.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
412+ 8.3% |
$69.4K - $80.5K
|
5.38K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
409+ 10.76% |
$68.9K - $79.9K
|
4.21K
$870K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
404New |
$68K - $78.9K
|
404
$83.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
401+ 0.27% |
$67.5K - $78.4K
|
148K
$30.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
400+ 26.32% |
$67.3K - $78.2K
|
1.92K
$396K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
399+ 21.76% |
$67.2K - $78K
|
2.23K
$461K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
397+ 6.58% |
$66.8K - $77.6K
|
6.44K
$1.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
394+ 34.81% |
$66.3K - $77K
|
1.53K
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
392+ 1.5% |
$66K - $76.6K
|
26.5K
$5.47M
|