Purchases and Sales Made in Q3 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 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 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-159- 1.91% |
$30.9K - $32.8K
|
8.16K
$1.68M
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-182- 2.75% |
$35.4K - $37.6K
|
6.44K
$1.33M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-191- 4.78% |
$37.1K - $39.4K
|
3.8K
$785K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-203- 93.98% |
$39.5K - $41.9K
|
13
$2.68K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-205- 3.68% |
$39.9K - $42.3K
|
5.36K
$1.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-241- 3.84% |
$46.9K - $49.8K
|
6.04K
$1.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-248- 0.85% |
$48.2K - $51.2K
|
29.1K
$6M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-250- 2.53% |
$48.6K - $51.6K
|
9.65K
$1.99M
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-250- 2.98% |
$48.6K - $51.6K
|
8.15K
$1.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-251- 0.16% |
$48.8K - $51.8K
|
152K
$31.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-274- 0.32% |
$53.3K - $56.6K
|
84.7K
$17.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
SELL
|
- |
-288- 8.62% |
$56K - $59.5K
|
3.05K
$631K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-291- 3.48% |
$56.6K - $60.1K
|
8.08K
$1.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-291- 0.37% |
$56.6K - $60.1K
|
79.3K
$16.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-305- 9.23% |
$59.3K - $63K
|
3K
$619K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-307- 41.6% |
$59.7K - $63.4K
|
431
$89K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-419- 6.58% |
$81.5K - $86.5K
|
5.95K
$1.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-490- 6.6% |
$95.3K - $101K
|
6.93K
$1.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-502- 1.53% |
$97.6K - $104K
|
32.3K
$6.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-594- 2.71% |
$115K - $123K
|
21.3K
$4.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-611- 10.93% |
$119K - $126K
|
4.98K
$1.03M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-645- 12.1% |
$125K - $133K
|
4.69K
$968K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.41K- 5.57% |
$274K - $291K
|
23.9K
$4.93M
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.43K- 8.34% |
$277K - $294K
|
15.7K
$3.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.44K- 23.96% |
$279K - $296K
|
4.56K
$941K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.53K- 6.52% |
$298K - $316K
|
22K
$4.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.63K- 19.52% |
$317K - $336K
|
6.71K
$1.39M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.76K- 24.18% |
$342K - $363K
|
5.52K
$1.14M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.8K- 24.86% |
$350K - $371K
|
5.43K
$1.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.33K- 67.54% |
$453K - $481K
|
1.12K
$231K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.56K- 98.96% |
$498K - $529K
|
27
$5.58K
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-2.83K- 1.06% |
$551K - $585K
|
266K
$54.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.29K- 5.62% |
$640K - $680K
|
55.3K
$11.4M
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
SELL
|
- |
-5.32K- 4.4% |
$1.03M - $1.1M
|
116K
$23.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-5.7K- 4.17% |
$1.11M - $1.18M
|
131K
$27.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.12K- 14.91% |
$1.58M - $1.68M
|
46.3K
$9.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11.3K- 11.26% |
$2.19M - $2.32M
|
88.7K
$18.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-24.8K- 4.92% |
$4.82M - $5.12M
|
479K
$99M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-46.9K- 89.27% |
$9.12M - $9.69M
|
5.64K
$1.17M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-97.7K- 86.84% |
$19M - $20.2M
|
14.8K
$3.06M
|