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 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.55K+ 7.71% |
$261K - $303K
|
21.7K
$4.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
1.52K+ 2.66% |
$256K - $297K
|
58.7K
$12M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.5K+ 8.85% |
$253K - $294K
|
18.5K
$3.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.46K+ 2.72% |
$246K - $286K
|
55.2K
$11.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.42K+ 2.44% |
$238K - $277K
|
59.4K
$12.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.41K+ 4.19% |
$237K - $275K
|
35K
$7.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.4KNew |
$236K - $274K
|
1.4K
$287K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.4K+ 21.08% |
$235K - $273K
|
8.03K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.4K+ 28.08% |
$235K - $273K
|
6.37K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 15.53% |
$232K - $270K
|
10.3K
$2.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 2.24% |
$232K - $269K
|
62.8K
$12.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.38KNew |
$232K - $269K
|
1.38K
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.37K+ 3.98% |
$231K - $268K
|
35.8K
$7.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.37K+ 24.95% |
$231K - $268K
|
6.87K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.37K+ 5.01% |
$230K - $268K
|
28.7K
$5.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.36KNew |
$229K - $266K
|
1.36K
$278K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.35K+ 22.99% |
$228K - $264K
|
7.23K
$1.48M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.34KNew |
$226K - $263K
|
1.34K
$275K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
1.32K+ 102.72% |
$223K - $259K
|
2.61K
$535K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.32KNew |
$222K - $258K
|
1.32K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.32KNew |
$222K - $258K
|
1.32K
$270K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.3K+ 1.49% |
$219K - $254K
|
88.5K
$18.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.29K+ 31.65% |
$216K - $251K
|
5.35K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
1.28K+ 5.51% |
$215K - $250K
|
24.5K
$5M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.27K+ 17.52% |
$214K - $249K
|
8.53K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 2.68% |
$213K - $248K
|
48.6K
$9.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.26K+ 8.67% |
$212K - $246K
|
15.8K
$3.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.25K+ 1.12% |
$211K - $245K
|
113K
$23.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.23K+ 21.03% |
$208K - $241K
|
7.1K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.23KNew |
$207K - $240K
|
1.23K
$251K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
1.22KNew |
$206K - $239K
|
1.22K
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.22K+ 5.44% |
$206K - $239K
|
23.7K
$4.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
1.22K+ 9.94% |
$206K - $239K
|
13.5K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.22K+ 1.63% |
$205K - $238K
|
75.7K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.2K+ 1.01% |
$202K - $235K
|
120K
$24.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.18K+ 85.08% |
$198K - $230K
|
2.56K
$523K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.16K+ 1.12% |
$195K - $227K
|
105K
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
1.16KNew |
$194K - $226K
|
1.16K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.15K+ 4.01% |
$193K - $224K
|
29.7K
$6.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.14K+ 64.82% |
$191K - $222K
|
2.89K
$590K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.13K+ 17.87% |
$190K - $220K
|
7.44K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$187K - $217K
|
1.11K
$228K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.1KNew |
$186K - $216K
|
1.1K
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.1KNew |
$186K - $215K
|
1.1K
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
1.1KNew |
$185K - $214K
|
1.1K
$224K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
$184K - $213K
|
1.09K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.09K+ 0.85% |
$183K - $213K
|
129K
$26.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.07KNew |
$180K - $209K
|
1.07K
$219K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.07KNew |
$180K - $209K
|
1.07K
$219K
|
|
|
Jul 31, 2025
Q2 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
1.06KNew |
$178K - $207K
|
1.06K
$217K
|