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 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.84K+ 31.48% |
$309K - $359K
|
7.67K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.79KNew |
$302K - $350K
|
1.79K
$354K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.76KNew |
$297K - $345K
|
1.76K
$348K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.65K+ 1343.09% |
$278K - $323K
|
1.78K
$350K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
1.65KNew |
$278K - $322K
|
1.65K
$326K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.64K+ 2.97% |
$276K - $321K
|
56.9K
$11.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
1.52K+ 2.66% |
$256K - $297K
|
58.7K
$11.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.42K+ 2.44% |
$238K - $277K
|
59.4K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.4K+ 28.08% |
$235K - $273K
|
6.37K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 2.24% |
$232K - $269K
|
62.8K
$12.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.38KNew |
$232K - $269K
|
1.38K
$271K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.37K+ 24.95% |
$231K - $268K
|
6.87K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.36KNew |
$229K - $266K
|
1.36K
$269K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.35K+ 22.99% |
$228K - $264K
|
7.23K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.27K+ 17.52% |
$214K - $249K
|
8.53K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.26K+ 8.67% |
$212K - $246K
|
15.8K
$3.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.22K+ 5.44% |
$206K - $239K
|
23.7K
$4.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
1.22KNew |
$206K - $239K
|
1.22K
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$187K - $217K
|
1.11K
$219K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.1KNew |
$186K - $216K
|
1.1K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.1KNew |
$186K - $215K
|
1.1K
$217K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.09K+ 0.85% |
$183K - $213K
|
129K
$25.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.05KNew |
$177K - $205K
|
1.05K
$207K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.04K+ 20.81% |
$176K - $204K
|
6.06K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.03KNew |
$174K - $202K
|
1.03K
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.02K+ 24.79% |
$171K - $199K
|
5.11K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
979+ 5.53% |
$165K - $191K
|
18.7K
$3.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
948+ 6.22% |
$160K - $185K
|
16.2K
$3.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
940+ 11.36% |
$158K - $184K
|
9.21K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
918+ 12.81% |
$155K - $179K
|
8.08K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
884+ 7.1% |
$149K - $173K
|
13.3K
$2.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
881+ 48.06% |
$148K - $172K
|
2.71K
$535K
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
864+ 1.27% |
$145K - $169K
|
68.8K
$13.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
835+ 5.2% |
$141K - $163K
|
16.9K
$3.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
791+ 3.23% |
$133K - $155K
|
25.3K
$4.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
738New |
$124K - $144K
|
738
$146K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
657+ 0.98% |
$111K - $128K
|
67.7K
$13.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
639+ 39.32% |
$108K - $125K
|
2.26K
$447K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
599+ 9.95% |
$101K - $117K
|
6.62K
$1.31M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
573+ 4.37% |
$96.5K - $112K
|
13.7K
$2.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
564+ 19.56% |
$94.9K - $110K
|
3.45K
$680K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
557+ 3.2% |
$93.8K - $109K
|
18K
$3.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
521+ 9.32% |
$87.7K - $102K
|
6.11K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
504+ 22.81% |
$84.8K - $98.5K
|
2.71K
$535K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
494+ 0.71% |
$83.2K - $96.5K
|
70.1K
$13.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
483+ 363.16% |
$81.3K - $94.4K
|
616
$122K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
458+ 17.04% |
$77.1K - $89.5K
|
3.15K
$621K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
450+ 12.7% |
$75.8K - $87.9K
|
3.99K
$788K
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
447+ 0.11% |
$75.2K - $87.4K
|
391K
$77.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
438+ 6.55% |
$73.7K - $85.6K
|
7.13K
$1.41M
|