Purchases and Sales Made in Q2 2025 in Ishares S&P 500 Value ETF (IVE)

IVE Quotes by TradingView

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 15, 2025 Q2 2025
Graypoint LLC

BUY
 -
426
+ 0.44%
$71.7K - $83.2K
97K $19.1M
Jul 14, 2025 Q2 2025
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
409
+ 10.76%
$68.9K - $79.9K
4.21K $831K
Jul 09, 2025 Q2 2025
Professional Financial Advisors, LLC

BUY
 -
397
+ 6.58%
$66.8K - $77.6K
6.44K $1.27M
Jul 17, 2025 Q2 2025
Lockerman Financial Group, Inc.

BUY
 -
386
+ 32.66%
$65K - $75.4K
1.57K $309K
Jul 14, 2025 Q2 2025
Signature Securities Group Corporation

BUY
 -
375
+ 1.54%
$63.1K - $73.3K
24.8K $4.88M
Jul 10, 2025 Q2 2025
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
360
New
$60.6K - $70.4K
360 $71K
Jul 15, 2025 Q2 2025
Kennedy Investment Group

West Depford, NJ
BUY
 -
336
+ 5.02%
$56.6K - $65.7K
7.03K $1.39M
Jul 15, 2025 Q2 2025
Octavia Wealth Advisors, LLC

BUY
 -
333
+ 31.71%
$56.1K - $65.1K
1.38K $273K
Jul 15, 2025 Q2 2025
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
331
+ 29.21%
$55.7K - $64.7K
1.46K $289K
Jul 08, 2025 Q2 2025
Everpar Advisors LLC

Tulsa, OK
BUY
 -
308
+ 15.97%
$51.8K - $60.2K
2.24K $441K
Jul 10, 2025 Q2 2025
Wedmont Private Capital

BUY
 -
266
+ 3.79%
$44.8K - $52K
7.28K $1.44M
Jul 01, 2025 Q2 2025
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
264
+ 3.63%
$44.4K - $51.6K
7.54K $1.49M
Jul 07, 2025 Q2 2025
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
262
New
$44.1K - $51.2K
262 $51.7K
Jul 09, 2025 Q2 2025
Pines Wealth Management, LLC

Southern Pines, NC
BUY
 -
258
+ 1.39%
$43.4K - $50.4K
18.9K $3.72M
Jul 15, 2025 Q2 2025
North Star Investment Management Corp.

Chicago, IL
BUY
 -
241
+ 0.13%
$40.6K - $47.1K
182K $35.9M
Jul 15, 2025 Q2 2025
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
239
New
$40.2K - $46.7K
239 $47.2K
Jul 14, 2025 Q2 2025
Proathlete Wealth Management LLC

Boca Raton, FL
BUY
 -
216
New
$36.4K - $42.2K
216 $42.6K
Jul 10, 2025 Q2 2025
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
198
+ 16.78%
$33.3K - $38.7K
1.38K $272K
Jul 18, 2025 Q2 2025
Marino, Stram & Associates LLC

BUY
 -
196
+ 4.42%
$33K - $38.3K
4.63K $914K
Jul 08, 2025 Q2 2025
Atwood & Palmer Inc

BUY
 -
193
New
$32.5K - $37.7K
193 $38.1K
Jul 10, 2025 Q2 2025
Ryan Investment Management, Inc.

Basalt, CO
BUY
 -
182
New
$30.6K - $35.6K
182 $35.9K
Jul 09, 2025 Q2 2025
Breakwater Capital Group

Paramus, NJ
BUY
 -
176
+ 11.92%
$29.6K - $34.4K
1.65K $326K
Jul 21, 2025 Q2 2025
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
157
+ 3.33%
$26.4K - $30.7K
4.87K $960K
Jul 16, 2025 Q2 2025
Five Oceans Advisors

BUY
 -
153
+ 7.95%
$25.8K - $29.9K
2.08K $410K
Jul 09, 2025 Q2 2025
Brooklyn Fi, LLC

New York, NY
BUY
 -
148
+ 10.48%
$24.9K - $28.9K
1.56K $308K
Jul 10, 2025 Q2 2025
Yhb Investment Advisors, Inc.

BUY
 -
147
+ 0.42%
$24.7K - $28.7K
35.4K $6.99M
Jul 18, 2025 Q2 2025
Vicus Capital

State College, PA
BUY
 -
119
+ 0.36%
$20K - $23.3K
33.1K $6.53M
Jul 14, 2025 Q2 2025
Advisor Net Financial, Inc

BUY
 -
118
+ 1.44%
$19.9K - $23.1K
8.31K $1.64M
Jul 17, 2025 Q2 2025
Lex Aurum Advisors, LLC

BUY
 -
117
+ 2.39%
$19.7K - $22.9K
5.02K $990K
Jul 16, 2025 Q2 2025
St Germain D J CO Inc

Springfield, MA
BUY
 -
113
+ 24.84%
$19K - $22.1K
568 $112K
Jul 18, 2025 Q2 2025
Heritage Financial Services, LLC

BUY
 -
106
+ 1.27%
$17.8K - $20.7K
8.46K $1.67M
Jul 17, 2025 Q2 2025
Pfg Investments, LLC

Woodbury, NY
BUY
 -
86
+ 1.24%
$14.5K - $16.8K
7.04K $1.39M
Jul 16, 2025 Q2 2025
Crowley Wealth Management, Inc.

Wilmington, DE
BUY
 -
80
+ 5.73%
$13.5K - $15.6K
1.48K $291K
Jul 15, 2025 Q2 2025
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
80
+ 2.44%
$13.5K - $15.6K
3.36K $664K
Jul 17, 2025 Q2 2025
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
79
+ 3.59%
$13.3K - $15.4K
2.28K $450K
Jul 21, 2025 Q2 2025
Ntv Asset Management LLC

BUY
 -
79
+ 4.04%
$13.3K - $15.4K
2.03K $401K
Jul 10, 2025 Q2 2025
Fulton Bank, N.A.

BUY
 -
66
+ 4.31%
$11.1K - $12.9K
1.6K $315K
Jul 09, 2025 Q2 2025
Seneca House Advisors

BUY
 -
62
+ 0.41%
$10.4K - $12.1K
15.2K $3.01M
Jul 01, 2025 Q2 2025
Harbor Investment Advisory, LLC

BUY
 -
59
+ 0.29%
$9.93K - $11.5K
20.1K $3.97M
Jul 15, 2025 Q2 2025
Norden Group LLC

Provo, UT
BUY
 -
39
+ 1.13%
$6.57K - $7.62K
3.49K $688K
Jul 14, 2025 Q2 2025
Enzi Wealth

Austin, TX
BUY
 -
29
+ 1.45%
$4.88K - $5.67K
2.03K $401K
Jul 15, 2025 Q2 2025
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
28
+ 1.17%
$4.71K - $5.47K
2.41K $476K
Jul 17, 2025 Q2 2025
C2 C Wealth Management, LLC

BUY
 -
25
+ 0.75%
$4.21K - $4.89K
3.38K $666K
Jul 17, 2025 Q2 2025
Jackson, Grant Investment Advisers, Inc.

BUY
 -
25
+ 0.73%
$4.21K - $4.89K
3.45K $681K
Jul 11, 2025 Q2 2025
Long View Wealth Management

Atlanta, GA
BUY
 -
25
+ 1.35%
$4.21K - $4.89K
1.88K $370K
Jul 03, 2025 Q2 2025
Whitcomb & Hess, Inc.

BUY
 -
16
+ 0.26%
$2.69K - $3.13K
6.24K $1.23M
Jul 08, 2025 Q2 2025
Tl Private Wealth

BUY
 -
16
+ 1.29%
$2.69K - $3.13K
1.26K $248K
Jul 09, 2025 Q2 2025
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
15
+ 0.23%
$2.53K - $2.93K
6.46K $1.27M
Jul 14, 2025 Q2 2025
Painted Porch Advisors LLC

Santa Barbara, CA
BUY
 -
14
New
$2.36K - $2.74K
14 $2.76K

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