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 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
711K+ 40.44% |
$144M - $151M
|
2.47M
$517M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
274K+ 42.39% |
$55.5M - $58.1M
|
920K
$193M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
117K+ 37.67% |
$23.6M - $24.8M
|
427K
$89.4M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
110K+ 96.64% |
$22.3M - $23.3M
|
224K
$46.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
91.7K+ 38.55% |
$18.6M - $19.5M
|
330K
$69.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
62.1K+ 43.47% |
$12.6M - $13.2M
|
205K
$43M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60.9K+ 41.06% |
$12.3M - $12.9M
|
209K
$43.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
60.8K+ 43.98% |
$12.3M - $12.9M
|
199K
$41.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
59.4K+ 40.82% |
$12M - $12.6M
|
205K
$43M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
46.2K+ 818.13% |
$9.35M - $9.79M
|
51.8K
$10.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
45KNew |
$9.11M - $9.54M
|
45K
$9.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
37K+ 40.29% |
$7.5M - $7.85M
|
129K
$27M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
36.2K+ 33.78% |
$7.33M - $7.67M
|
143K
$30M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
30.2K+ 50.82% |
$6.12M - $6.41M
|
89.7K
$18.8M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
29.1K+ 38.59% |
$5.9M - $6.17M
|
105K
$21.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
22.1K+ 1182.87% |
$4.47M - $4.69M
|
24K
$5.02M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
21.9KNew |
$4.44M - $4.65M
|
21.9K
$4.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21K+ 23.64% |
$4.25M - $4.45M
|
110K
$23M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
18.8K+ 30.58% |
$3.82M - $4M
|
80.5K
$16.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18.5K+ 486.07% |
$3.75M - $3.93M
|
22.3K
$4.68M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
17.6KNew |
$3.57M - $3.74M
|
17.6K
$3.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
17.4K+ 18.79% |
$3.53M - $3.69M
|
110K
$23.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.6K+ 32.64% |
$3.16M - $3.3M
|
63.3K
$13.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15.4K+ 19.62% |
$3.11M - $3.26M
|
93.6K
$19.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
14.5K+ 56.87% |
$2.94M - $3.08M
|
40K
$8.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 33.62% |
$2.88M - $3.02M
|
56.5K
$11.9M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
14K+ 38.11% |
$2.83M - $2.97M
|
50.7K
$10.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
12.1K+ 3.82% |
$2.46M - $2.57M
|
329K
$69M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.2K+ 17.41% |
$2.28M - $2.38M
|
75.8K
$15.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
11.2K+ 40.87% |
$2.27M - $2.38M
|
38.6K
$8.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
10.8KNew |
$2.19M - $2.29M
|
10.8K
$2.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
9.95KNew |
$2.01M - $2.11M
|
9.95K
$2.08M
|
|
|
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 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
8.23K+ 49.98% |
$1.67M - $1.75M
|
24.7K
$5.18M
|
|
|
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 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.96K+ 20.23% |
$1.21M - $1.26M
|
35.4K
$7.43M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.49K+ 20.61% |
$1.11M - $1.16M
|
32.1K
$6.74M
|
|
|
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 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 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
BUY
|
- |
3.45KNew |
$699K - $732K
|
3.45K
$724K
|
|