Purchases and Sales Made in Q3 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 Q3 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
Oct 14, 2025 Q3 2025
Apeiron Ria LLC

BUY
 -
26.2K
+ 83.94%
$5.09M - $5.41M
57.4K $11.8M
Oct 14, 2025 Q3 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
19.5K
+ 20.9%
$3.78M - $4.02M
113K $23.2M
Oct 14, 2025 Q3 2025
Old National Bancorp

BUY
 -
8.99K
+ 51.95%
$1.75M - $1.86M
26.3K $5.41M
Oct 10, 2025 Q3 2025
Sharkey, Howes & Javer

BUY
 -
8.31K
+ 6.18%
$1.62M - $1.72M
143K $29.4M
Oct 14, 2025 Q3 2025
Security Financial Services, Inc.

BUY
 -
4.83K
+ 4.75%
$938K - $997K
106K $21.9M
Oct 14, 2025 Q3 2025
Adg Wealth Management Group, LLC

Metairie, LA
BUY
 -
4.77K
+ 8.49%
$928K - $985K
61K $12.5M
Oct 08, 2025 Q3 2025
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
2.83K
+ 17.86%
$551K - $585K
18.7K $3.85M
Oct 08, 2025 Q3 2025
Kwmg, LLC

BUY
 -
2.52K
+ 2.2%
$490K - $521K
117K $24.1M
Oct 08, 2025 Q3 2025
Firethorn Wealth Partners, LLC

BUY
 -
2.31K
+ 8.51%
$449K - $477K
29.5K $6.06M
Oct 10, 2025 Q3 2025
Spinnaker Investment Group, LLC

BUY
 -
2.2K
New
$428K - $454K
2.2K $452K
Oct 09, 2025 Q3 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.49K
+ 2.51%
$290K - $307K
60.9K $12.5M
Oct 10, 2025 Q3 2025
Charles Schwab Trust CO

BUY
 -
1.32K
New
$257K - $273K
1.32K $272K
Oct 07, 2025 Q3 2025
St Germain D J CO Inc

Springfield, MA
BUY
 -
1.29K
+ 227.11%
$251K - $266K
1.86K $382K
Oct 10, 2025 Q3 2025
Foster Victor Wealth Advisors, LLC

BUY
 -
994
New
$193K - $205K
994 $204K
Oct 14, 2025 Q3 2025
Perennial Advisors, LLC

New York, NY
BUY
 -
979
New
$190K - $202K
979 $201K
Oct 06, 2025 Q3 2025
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
975
+ 8.1%
$190K - $201K
13K $2.68M
Oct 14, 2025 Q3 2025
Ironwood Wealth Management, Inc.

BUY
 -
829
+ 1.24%
$161K - $171K
67.7K $13.9M
Oct 06, 2025 Q3 2025
Clarus Wealth Advisors

BUY
 -
800
+ 3.38%
$156K - $165K
24.5K $5.04M
Oct 07, 2025 Q3 2025
Acropolis Investment Management, LLC

BUY
 -
792
+ 1.52%
$154K - $164K
52.8K $10.9M
Oct 10, 2025 Q3 2025
Flputnam Investment Management CO

Portland, ME
BUY
 -
674
+ 33.37%
$131K - $139K
2.69K $554K
Oct 10, 2025 Q3 2025
Sound Income Strategies, LLC

BUY
 -
510
+ 6.65%
$99.2K - $105K
8.18K $1.68M
Oct 07, 2025 Q3 2025
Mc Naughton Wealth Management, LLC

BUY
 -
502
+ 0.82%
$97.6K - $104K
61.6K $12.7M
Oct 10, 2025 Q3 2025
Abound Wealth Management

Franklin, TN
BUY
 -
426
+ 376.99%
$82.8K - $88K
539 $111K
Oct 10, 2025 Q3 2025
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
385
+ 28.48%
$74.9K - $79.5K
1.74K $357K
Oct 14, 2025 Q3 2025
Accelerate Investment Advisors LLC

Aliso Viejo, CA
BUY
 -
385
+ 4.18%
$74.9K - $79.5K
9.6K $1.97M
Oct 14, 2025 Q3 2025
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
358
+ 3.43%
$69.6K - $73.9K
10.8K $2.22M
Oct 09, 2025 Q3 2025
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
185
+ 0.94%
$36K - $38.2K
19.8K $4.06M
Oct 06, 2025 Q3 2025
Thrive Wealth Management, LLC

BUY
 -
161
+ 11.6%
$31.3K - $33.2K
1.55K $319K
Oct 08, 2025 Q3 2025
Yhb Investment Advisors, Inc.

BUY
 -
146
+ 0.41%
$28.4K - $30.2K
35.6K $7.32M
Oct 14, 2025 Q3 2025
Brighton Jones LLC

BUY
 -
142
+ 1.12%
$27.6K - $29.3K
12.8K $2.64M
Oct 09, 2025 Q3 2025
Kmg Fiduciary Partners, LLC

BUY
 -
139
+ 0.2%
$27K - $28.7K
70.2K $14.4M
Oct 07, 2025 Q3 2025
Heritage Family Offices, LLP

Scottsdale, AZ
BUY
 -
125
+ 8.5%
$24.3K - $25.8K
1.6K $328K
Oct 07, 2025 Q3 2025
Beacon Financial Group

BUY
 -
124
+ 2.54%
$24.1K - $25.6K
5.01K $1.03M
Oct 06, 2025 Q3 2025
Heartwood Wealth Advisors LLC

BUY
 -
101
New
$19.6K - $20.9K
101 $20.8K
Oct 03, 2025 Q3 2025
Summit Financial Wealth Advisors, LLC

BUY
 -
100
+ 6.49%
$19.4K - $20.7K
1.64K $337K
Oct 09, 2025 Q3 2025
Princeton Global Asset Management LLC

BUY
 -
100
New
$19.4K - $20.7K
100 $20.6K
Oct 07, 2025 Q3 2025
Montecito Bank & Trust

BUY
 -
82
+ 1.4%
$15.9K - $16.9K
5.95K $1.22M
Oct 02, 2025 Q3 2025
Investors Research Corp

BUY
 -
81
New
$15.7K - $16.7K
81 $16.7K
Oct 14, 2025 Q3 2025
Evanson Asset Management, LLC

BUY
 -
73
+ 1.54%
$14.2K - $15.1K
4.8K $987K
Oct 06, 2025 Q3 2025
Team Financial Group, LLC

Temecula, CA
BUY
 -
66
+ 9.94%
$12.8K - $13.6K
730 $150K
Oct 14, 2025 Q3 2025
Fiduciary Advisors, Inc.

St. Louis, MO
BUY
 -
64
+ 6.18%
$12.4K - $13.2K
1.1K $226K
Oct 09, 2025 Q3 2025
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
51
+ 0.57%
$9.92K - $10.5K
9.01K $1.85M
Oct 09, 2025 Q3 2025
Whitcomb & Hess, Inc.

BUY
 -
42
+ 0.67%
$8.17K - $8.67K
6.28K $1.29M
Oct 07, 2025 Q3 2025
Canandaigua National Bank & Trust CO

Canandaigua, NY
BUY
 -
29
+ 1.22%
$5.64K - $5.99K
2.42K $497K
Oct 09, 2025 Q3 2025
Baker Tilly Wealth Management, LLC

BUY
 -
27
+ 1.91%
$5.25K - $5.58K
1.44K $296K
Oct 10, 2025 Q3 2025
Seneca House Advisors

BUY
 -
27
+ 0.18%
$5.25K - $5.58K
15.3K $3.14M
Oct 10, 2025 Q3 2025
Quotient Wealth Partners, LLC

Houston, TX
BUY
 -
19
+ 0.08%
$3.69K - $3.92K
23K $4.74M
Oct 09, 2025 Q3 2025
Guardian Financial Partners, LLC

BUY
 -
17
+ 0.43%
$3.31K - $3.51K
4K $822K
Oct 14, 2025 Q3 2025
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
4
+ 0.4%
$778 - $826
1K $206K

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