Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
10.8KNew |
$2.19M - $2.29M
|
10.8K
$2.27M
|
|
|
Jan 26, 2026
Q4 2025
|
West Wealth Group, LLC
|
BUY
|
- |
10.5K+ 5.17% |
$2.14M - $2.24M
|
214K
$44.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
9.95KNew |
$2.01M - $2.11M
|
9.95K
$2.08M
|
|
|
Jan 29, 2026
Q4 2025
|
High Point Wealth Management, LLC
Chester, NJ |
BUY
|
- |
9.85KNew |
$1.99M - $2.09M
|
9.85K
$2.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.02K+ 10.07% |
$1.83M - $1.91M
|
98.6K
$20.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.88K+ 20.57% |
$1.8M - $1.88M
|
52K
$10.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
BUY
|
- |
8.58K+ 37.06% |
$1.74M - $1.82M
|
31.7K
$6.65M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.41K+ 5.35% |
$1.7M - $1.78M
|
166K
$34.7M
|
|
|
Jan 28, 2026
Q4 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
8.29K+ 1.44% |
$1.68M - $1.76M
|
585K
$123M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
8.23K+ 49.98% |
$1.67M - $1.75M
|
24.7K
$5.18M
|
|
|
Jan 23, 2026
Q4 2025
|
Lansing Street Advisors
|
BUY
|
- |
8.04K+ 13.25% |
$1.63M - $1.7M
|
68.7K
$14.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.8K+ 81.43% |
$1.38M - $1.44M
|
15.2K
$3.18M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
6.79K+ 36.3% |
$1.37M - $1.44M
|
25.5K
$5.34M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.68K+ 31.67% |
$1.35M - $1.42M
|
27.7K
$5.82M
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
6.65KNew |
$1.35M - $1.41M
|
6.65K
$1.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.96K+ 20.23% |
$1.21M - $1.26M
|
35.4K
$7.43M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.84K+ 107.55% |
$1.18M - $1.24M
|
11.3K
$2.36M
|
|
|
Jan 30, 2026
Q4 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.77K+ 42.21% |
$1.17M - $1.22M
|
19.4K
$4.07M
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
BUY
|
- |
5.67K+ 2.48% |
$1.15M - $1.2M
|
234K
$49.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Breachway Investments LLC
Charlestown, RI |
BUY
|
- |
5.5KNew |
$1.11M - $1.17M
|
5.5K
$1.15M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.49K+ 20.61% |
$1.11M - $1.16M
|
32.1K
$6.74M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
5.24K+ 30.27% |
$1.06M - $1.11M
|
22.6K
$4.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
4.97KNew |
$1.01M - $1.05M
|
4.97K
$1.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.88K+ 24.67% |
$987K - $1.03M
|
24.6K
$5.17M
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
4.49KNew |
$910K - $953K
|
4.49K
$942K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.24K+ 42.05% |
$859K - $899K
|
14.3K
$3M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.85K+ 3.19% |
$780K - $817K
|
125K
$26.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
3.82K+ 26.91% |
$774K - $811K
|
18K
$3.78M
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.78K+ 1.59% |
$766K - $802K
|
242K
$50.7M
|
|
|
Jan 29, 2026
Q4 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.78K+ 22.11% |
$766K - $802K
|
20.9K
$4.38M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.77K+ 22.9% |
$763K - $799K
|
20.2K
$4.24M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.76K+ 53.42% |
$762K - $798K
|
10.8K
$2.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
3.71K+ 71.26% |
$752K - $787K
|
8.92K
$1.87M
|
|
|
Jan 27, 2026
Q4 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.49K+ 12.53% |
$706K - $739K
|
31.3K
$6.56M
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
BUY
|
- |
3.45KNew |
$699K - $732K
|
3.45K
$724K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.37K+ 36.81% |
$683K - $716K
|
12.5K
$2.63M
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.36K+ 2.13% |
$681K - $713K
|
161K
$33.8M
|
|
|
Jan 29, 2026
Q4 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.35K+ 33.44% |
$678K - $710K
|
13.4K
$2.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.33K+ 76.01% |
$674K - $706K
|
7.7K
$1.61M
|
|
|
Jan 28, 2026
Q4 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.31K+ 75.69% |
$670K - $701K
|
7.68K
$1.61M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
3.17KNew |
$642K - $673K
|
3.17K
$665K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3.04KNew |
$616K - $645K
|
3.04K
$637K
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.86K+ 28.72% |
$579K - $606K
|
12.8K
$2.69M
|
|
|
Jan 28, 2026
Q4 2025
|
Quent Long Short Global Small Cap Fund, LP
New York, NY |
BUY
|
- |
2.86KNew |
$579K - $606K
|
2.86K
$599K
|
|
|
Jan 30, 2026
Q4 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.85K+ 18.6% |
$577K - $605K
|
18.2K
$3.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.81K+ 31.17% |
$569K - $595K
|
11.8K
$2.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.78K+ 48.14% |
$563K - $589K
|
8.55K
$1.79M
|
|
|
Jan 28, 2026
Q4 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.64K+ 2.72% |
$534K - $560K
|
99.7K
$20.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
2.58K+ 2.2% |
$523K - $548K
|
120K
$25.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.56K+ 101.95% |
$519K - $544K
|
5.08K
$1.06M
|
|