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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.25K+ 25.06% |
$379K - $440K
|
11.2K
$2.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.24K+ 6.19% |
$377K - $438K
|
38.4K
$7.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.22K+ 23.62% |
$374K - $434K
|
11.6K
$2.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
2.2K+ 5.06% |
$370K - $430K
|
45.6K
$9.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.14K+ 18.82% |
$361K - $419K
|
13.5K
$2.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.12K+ 4.26% |
$356K - $413K
|
51.7K
$10.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.11KNew |
$355K - $412K
|
2.11K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
2.1K+ 10.16% |
$354K - $411K
|
22.8K
$4.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.08K+ 26.86% |
$349K - $405K
|
9.8K
$2.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.07K+ 9.44% |
$349K - $405K
|
24K
$4.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.07K+ 125.17% |
$348K - $404K
|
3.72K
$761K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.06K+ 0.99% |
$347K - $403K
|
210K
$43M
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.05K+ 3.74% |
$345K - $401K
|
56.9K
$11.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.05KNew |
$345K - $400K
|
2.05K
$419K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.04KNew |
$344K - $399K
|
2.04K
$418K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
2.03K+ 4.35% |
$342K - $397K
|
48.8K
$9.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
2.03K+ 9.96% |
$342K - $397K
|
22.4K
$4.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.03KNew |
$341K - $396K
|
2.03K
$415K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.01K+ 12.16% |
$339K - $394K
|
18.6K
$3.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.01K+ 4.32% |
$339K - $393K
|
48.7K
$9.95M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.99K+ 172.7% |
$334K - $388K
|
3.14K
$642K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
1.96KNew |
$330K - $383K
|
1.96K
$401K
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.95K+ 0.84% |
$329K - $381K
|
234K
$47.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.94K+ 23.82% |
$327K - $380K
|
10.1K
$2.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.93K+ 51.81% |
$325K - $377K
|
5.66K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.93K+ 168.62% |
$325K - $377K
|
3.07K
$629K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.89K+ 14.27% |
$318K - $369K
|
15.1K
$3.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.89KNew |
$318K - $369K
|
1.89K
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.88KNew |
$317K - $368K
|
1.88K
$385K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.86KNew |
$313K - $363K
|
1.86K
$381K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.85KNew |
$311K - $361K
|
1.85K
$378K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.84K+ 31.48% |
$309K - $359K
|
7.67K
$1.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.8K+ 23.24% |
$303K - $352K
|
9.55K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.79KNew |
$302K - $350K
|
1.79K
$367K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.76KNew |
$297K - $345K
|
1.76K
$361K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.73K+ 27.56% |
$291K - $338K
|
8.01K
$1.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.72K+ 13.93% |
$290K - $337K
|
14.1K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.71K+ 34.84% |
$289K - $335K
|
6.63K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.66K+ 6.51% |
$279K - $324K
|
27.2K
$5.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.65K+ 1343.09% |
$278K - $323K
|
1.78K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
1.65KNew |
$278K - $322K
|
1.65K
$338K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.64K+ 69.37% |
$277K - $321K
|
4.01K
$821K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.64K+ 2.97% |
$276K - $321K
|
56.9K
$11.6M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.63KNew |
$274K - $318K
|
1.63K
$333K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.62K+ 10.56% |
$272K - $316K
|
16.9K
$3.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.61K+ 15.62% |
$271K - $315K
|
11.9K
$2.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
1.58KNew |
$266K - $309K
|
1.58K
$323K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.57K+ 20.97% |
$264K - $307K
|
9.06K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.57K+ 4.07% |
$264K - $307K
|
40.1K
$8.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.57K+ 32.81% |
$263K - $306K
|
6.34K
$1.3M
|