Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.31K+ 6.18% |
$1.62M - $1.72M
|
143K
$28.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.83K+ 17.86% |
$551K - $585K
|
18.7K
$3.79M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
2.52K+ 2.2% |
$490K - $521K
|
117K
$23.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.31K+ 8.51% |
$449K - $477K
|
29.5K
$5.97M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.2KNew |
$428K - $454K
|
2.2K
$446K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.93K+ 3.43% |
$375K - $399K
|
58.2K
$11.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.49K+ 2.51% |
$290K - $307K
|
60.9K
$12.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.32KNew |
$257K - $273K
|
1.32K
$268K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.29K+ 227.11% |
$251K - $266K
|
1.86K
$376K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
994New |
$193K - $205K
|
994
$201K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
975+ 8.1% |
$190K - $201K
|
13K
$2.64M
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
800+ 3.38% |
$156K - $165K
|
24.5K
$4.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
792+ 1.52% |
$154K - $164K
|
52.8K
$10.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
674+ 33.37% |
$131K - $139K
|
2.69K
$546K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
510+ 6.65% |
$99.2K - $105K
|
8.18K
$1.66M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
502+ 0.82% |
$97.6K - $104K
|
61.6K
$12.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
426+ 376.99% |
$82.8K - $88K
|
539
$109K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
185+ 0.94% |
$36K - $38.2K
|
19.8K
$4M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
161+ 11.6% |
$31.3K - $33.2K
|
1.55K
$314K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
146+ 0.41% |
$28.4K - $30.2K
|
35.6K
$7.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
139+ 0.2% |
$27K - $28.7K
|
70.2K
$14.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
125+ 8.5% |
$24.3K - $25.8K
|
1.6K
$323K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
124+ 2.54% |
$24.1K - $25.6K
|
5.01K
$1.02M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
101New |
$19.6K - $20.9K
|
101
$20.5K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
100+ 6.49% |
$19.4K - $20.7K
|
1.64K
$332K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
100New |
$19.4K - $20.7K
|
100
$20.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
82+ 1.4% |
$15.9K - $16.9K
|
5.95K
$1.2M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
81New |
$15.7K - $16.7K
|
81
$16.4K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
66+ 9.94% |
$12.8K - $13.6K
|
730
$148K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
51+ 0.57% |
$9.92K - $10.5K
|
9.01K
$1.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
42+ 0.67% |
$8.17K - $8.67K
|
6.28K
$1.27M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
29+ 1.22% |
$5.64K - $5.99K
|
2.42K
$489K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
27+ 1.91% |
$5.25K - $5.58K
|
1.44K
$292K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
27+ 0.18% |
$5.25K - $5.58K
|
15.3K
$3.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
19+ 0.08% |
$3.69K - $3.92K
|
23K
$4.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
17+ 0.43% |
$3.31K - $3.51K
|
4K
$810K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.39% |
$194 - $207
|
256
$51.8K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$194 - $207
|
4.26K
$862K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-16- 0.41% |
$3.11K - $3.3K
|
3.89K
$787K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-22- 0.39% |
$4.28K - $4.54K
|
5.58K
$1.13M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-35- 0.6% |
$6.81K - $7.23K
|
5.77K
$1.17M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-47- 1.02% |
$9.14K - $9.71K
|
4.58K
$927K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-67- 81.71% |
$13K - $13.8K
|
15
$3.04K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-81- 1.33% |
$15.7K - $16.7K
|
6.03K
$1.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-93- 2.93% |
$18.1K - $19.2K
|
3.08K
$623K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-107- 62.94% |
$20.8K - $22.1K
|
63
$12.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-107- 4.64% |
$20.8K - $22.1K
|
2.2K
$445K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-129- 1.59% |
$25.1K - $26.6K
|
7.97K
$1.61M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-136- 5.96% |
$26.4K - $28.1K
|
2.14K
$434K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-144- 0.32% |
$28K - $29.7K
|
44.3K
$8.97M
|