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 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
20.6K+ 15.63% |
$3.47M - $4.03M
|
152K
$31.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
20KNew |
$3.36M - $3.91M
|
20K
$4.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.9K+ 24.66% |
$3.34M - $3.88M
|
100K
$20.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
19.5K+ 524.36% |
$3.29M - $3.82M
|
23.3K
$4.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
19.1K+ 22.94% |
$3.21M - $3.72M
|
102K
$20.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19K+ 15.48% |
$3.2M - $3.71M
|
142K
$29M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
18.5K+ 22.31% |
$3.12M - $3.62M
|
102K
$20.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.3K+ 3.37% |
$3.08M - $3.57M
|
561K
$115M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17.9K+ 25.28% |
$3.02M - $3.5M
|
88.8K
$18.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.4K+ 13.69% |
$2.94M - $3.41M
|
145K
$29.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.1K+ 1.56% |
$2.88M - $3.34M
|
1.11M
$228M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
17K+ 214.48% |
$2.86M - $3.33M
|
25K
$5.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
17K+ 15.17% |
$2.86M - $3.32M
|
129K
$26.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
16.9KNew |
$2.84M - $3.3M
|
16.9K
$3.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
16.4K+ 21.76% |
$2.76M - $3.2M
|
91.6K
$18.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
16K+ 464.02% |
$2.69M - $3.12M
|
19.4K
$3.97M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.9K+ 6.68% |
$2.68M - $3.11M
|
254K
$52M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 15.51% |
$2.68M - $3.11M
|
119K
$24.3M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
15.8K+ 29.77% |
$2.66M - $3.09M
|
69K
$14.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.8K+ 5.45% |
$2.66M - $3.09M
|
306K
$62.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
15.7KNew |
$2.65M - $3.07M
|
15.7K
$3.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
15.6K+ 15.48% |
$2.62M - $3.04M
|
116K
$23.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
15.4K+ 392.54% |
$2.59M - $3M
|
19.3K
$3.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15.2K+ 21.81% |
$2.55M - $2.96M
|
84.7K
$17.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
14K+ 14.02% |
$2.35M - $2.73M
|
114K
$23.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
14K+ 195.02% |
$2.35M - $2.73M
|
21.1K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
13.7K+ 24.12% |
$2.31M - $2.68M
|
70.6K
$14.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
13.7K+ 15.91% |
$2.31M - $2.68M
|
99.8K
$20.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13.5K+ 26.64% |
$2.27M - $2.63M
|
64.1K
$13.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
13.4K+ 2.47% |
$2.25M - $2.62M
|
556K
$114M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
13.2K+ 4.49% |
$2.23M - $2.58M
|
308K
$62.9M
|
|
|
Oct 01, 2025
Q2 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
13K+ 18.35% |
$2.2M - $2.55M
|
84.1K
$17.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
13KNew |
$2.18M - $2.54M
|
13K
$2.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.9K+ 15.06% |
$2.17M - $2.52M
|
98.6K
$20.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.7K+ 5.49% |
$2.13M - $2.48M
|
244K
$49.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
12.7K+ 272.74% |
$2.13M - $2.48M
|
17.3K
$3.54M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 16.92% |
$2.11M - $2.45M
|
86.5K
$17.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
12.5K+ 102.57% |
$2.11M - $2.45M
|
24.7K
$5.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
12.2K+ 20.48% |
$2.06M - $2.39M
|
71.9K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
12.2K+ 10.55% |
$2.05M - $2.38M
|
128K
$26.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
12.1K+ 1342.9% |
$2.04M - $2.37M
|
13K
$2.66M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
11.8K+ 20.42% |
$1.99M - $2.31M
|
69.8K
$14.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.5K+ 17.53% |
$1.93M - $2.25M
|
77K
$15.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
11KNew |
$1.85M - $2.14M
|
11K
$2.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.8K+ 21.6% |
$1.81M - $2.1M
|
60.6K
$12.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
10.5K+ 8.46% |
$1.77M - $2.05M
|
135K
$27.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
10.4K+ 12.29% |
$1.74M - $2.02M
|
94.6K
$19.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.2K+ 12.57% |
$1.72M - $2M
|
91.7K
$18.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.2K+ 15.12% |
$1.71M - $1.99M
|
77.4K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.1K+ 13.31% |
$1.69M - $1.96M
|
85.6K
$17.5M
|