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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
205K+ 14.16% |
$34.6M - $40.1M
|
1.66M
$327M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
142K+ 28.41% |
$23.8M - $27.7M
|
640K
$126M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.9K+ 9.21% |
$14.3M - $16.6M
|
1.01M
$199M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
46.9K+ 16.66% |
$7.9M - $9.17M
|
329K
$64.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17.9K+ 25.28% |
$3.02M - $3.5M
|
88.8K
$17.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 15.51% |
$2.68M - $3.11M
|
119K
$23.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.8K+ 5.45% |
$2.66M - $3.09M
|
306K
$60.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15.2K+ 21.81% |
$2.55M - $2.96M
|
84.7K
$16.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
13.7K+ 24.12% |
$2.31M - $2.68M
|
70.6K
$13.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
13.2K+ 4.49% |
$2.23M - $2.58M
|
308K
$60.7M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 16.92% |
$2.11M - $2.45M
|
86.5K
$17.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
11KNew |
$1.85M - $2.14M
|
11K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.8K+ 21.6% |
$1.81M - $2.1M
|
60.6K
$12M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
10.5K+ 8.46% |
$1.77M - $2.05M
|
135K
$26.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
8.64K+ 1.96% |
$1.45M - $1.69M
|
450K
$88.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8.49K+ 11.93% |
$1.43M - $1.66M
|
79.6K
$15.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
8K+ 40.0% |
$1.35M - $1.56M
|
28K
$5.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7K+ 55.65% |
$1.18M - $1.37M
|
19.6K
$3.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.6KNew |
$1.11M - $1.29M
|
6.6K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.57K+ 7.71% |
$1.11M - $1.28M
|
91.7K
$18.1M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5.66K+ 2560.18% |
$952K - $1.11M
|
5.88K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.56K+ 32.87% |
$936K - $1.09M
|
22.5K
$4.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.48K+ 15.52% |
$922K - $1.07M
|
40.8K
$8.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.48K+ 5.12% |
$922K - $1.07M
|
112K
$22.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
5.21K+ 3.21% |
$878K - $1.02M
|
167K
$33M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.75KNew |
$800K - $929K
|
4.75K
$938K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.73KNew |
$796K - $924K
|
4.73K
$933K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.06K+ 397.94% |
$683K - $792K
|
5.07K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.98K+ 375.19% |
$669K - $777K
|
5.04K
$994K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.9K+ 18.81% |
$656K - $762K
|
24.6K
$4.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3.84K+ 47.77% |
$646K - $750K
|
11.9K
$2.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.73K+ 106.39% |
$628K - $729K
|
7.23K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.46K+ 2.2% |
$583K - $677K
|
160K
$31.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
3.44K+ 73.98% |
$580K - $673K
|
8.1K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.44K+ 6.74% |
$579K - $672K
|
54.4K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
3.36K+ 3.02% |
$565K - $656K
|
115K
$22.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.95K+ 11.2% |
$497K - $577K
|
29.3K
$5.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.84K+ 46.46% |
$478K - $555K
|
8.96K
$1.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.81K+ 52.13% |
$473K - $549K
|
8.2K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.79K+ 100.25% |
$469K - $545K
|
5.57K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.59KNew |
$436K - $506K
|
2.59K
$511K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
2.51K+ 23.07% |
$422K - $490K
|
13.4K
$2.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.49KNew |
$418K - $486K
|
2.49K
$490K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.43K+ 18.04% |
$408K - $474K
|
15.9K
$3.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.34K+ 46.28% |
$394K - $457K
|
7.39K
$1.46M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.11KNew |
$355K - $412K
|
2.11K
$416K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
2.1K+ 10.16% |
$354K - $411K
|
22.8K
$4.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.04KNew |
$344K - $399K
|
2.04K
$403K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
2.03K+ 4.35% |
$342K - $397K
|
48.8K
$9.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.03KNew |
$341K - $396K
|
2.03K
$400K
|