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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14M+ 5.42% |
$221M - $235M
|
22.1M
$4.64B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
670K+ 31.71% |
$130M - $138M
|
2.78M
$583M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
635K+ 8.02% |
$123M - $131M
|
8.55M
$1.79B
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
286K+ 700.0% |
$55.7M - $59.1M
|
327K
$68.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
228KNew |
$44.4M - $47.2M
|
228K
$47.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
150K+ 9.17% |
$29.2M - $31M
|
1.79M
$375M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
150K+ 0.85% |
$29.2M - $31M
|
17.9M
$3.76B
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
149K+ 133.83% |
$29M - $30.8M
|
261K
$54.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
146K+ 32.41% |
$28.3M - $30.1M
|
595K
$125M
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
125K+ 499.05% |
$24.2M - $25.7M
|
150K
$31.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
104K+ 1570.1% |
$20.2M - $21.5M
|
111K
$23.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
101K+ 6.11% |
$19.7M - $20.9M
|
1.76M
$368M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
98.3K+ 5987.51% |
$19.1M - $20.3M
|
99.9K
$20.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
91.5K+ 3.13% |
$17.8M - $18.9M
|
3.02M
$633M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
85.1K+ 330.63% |
$16.5M - $17.6M
|
111K
$23.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.3K+ 0.53% |
$14.4M - $15.3M
|
14.2M
$2.98B
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72K+ 0.87% |
$14M - $14.9M
|
8.4M
$1.76B
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
70.6K+ 10.8% |
$13.7M - $14.6M
|
725K
$152M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
68K+ 49.74% |
$13.2M - $14.1M
|
205K
$42.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58.9K+ 5.85% |
$11.5M - $12.2M
|
1.07M
$223M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
56KNew |
$10.9M - $11.6M
|
56K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.1K+ 8.3% |
$10.7M - $11.4M
|
719K
$151M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
54K+ 9.12% |
$10.5M - $11.2M
|
646K
$135M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
47.9K+ 130.46% |
$9.32M - $9.9M
|
84.7K
$17.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
46.9K+ 12.38% |
$9.12M - $9.69M
|
426K
$89.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
45.3K+ 2.75% |
$8.8M - $9.35M
|
1.69M
$355M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.6K+ 6.79% |
$8.09M - $8.59M
|
655K
$137M
|
|
|
Oct 16, 2025
Q3 2025
|
Polianta LTD
|
BUY
|
- |
39.9KNew |
$7.76M - $8.24M
|
39.9K
$8.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.1K+ 3.13% |
$7.4M - $7.86M
|
1.26M
$263M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
37.4K+ 1.05% |
$7.27M - $7.72M
|
3.6M
$756M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
35.2K+ 3.58% |
$6.85M - $7.28M
|
1.02M
$214M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35KNew |
$6.81M - $7.23M
|
35K
$7.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29.9K+ 4.34% |
$5.81M - $6.17M
|
718K
$151M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.8K+ 25.13% |
$5.79M - $6.15M
|
148K
$31.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.5KNew |
$5.74M - $6.09M
|
29.5K
$6.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
28.4K+ 27.79% |
$5.52M - $5.86M
|
131K
$27.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27.3KNew |
$5.32M - $5.65M
|
27.3K
$5.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
27.3KNew |
$5.31M - $5.64M
|
27.3K
$5.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
26.2K+ 83.94% |
$5.09M - $5.41M
|
57.4K
$12M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25.8K+ 29.0% |
$5.01M - $5.32M
|
115K
$24M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
25.2KNew |
$4.89M - $5.2M
|
25.2K
$5.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
25KNew |
$4.87M - $5.17M
|
25K
$5.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.9K+ 12.91% |
$4.85M - $5.15M
|
218K
$45.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
24.7K+ 9.82% |
$4.81M - $5.11M
|
277K
$58M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
24K+ 6.94% |
$4.66M - $4.95M
|
369K
$77.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.4K+ 8.71% |
$4.55M - $4.84M
|
292K
$61.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
23.1KNew |
$4.5M - $4.78M
|
23.1K
$4.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
21.5K+ 3.87% |
$4.18M - $4.44M
|
577K
$121M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
20.7K+ 33.49% |
$4.02M - $4.26M
|
82.3K
$17.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.7K+ 20.66% |
$3.83M - $4.07M
|
115K
$24.1M
|
|