Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-1- 0.04% |
$168 - $195
|
2.83K
$579K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2- 0.08% |
$337 - $391
|
2.61K
$534K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3- 0.11% |
$505 - $586
|
2.61K
$534K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3- 0.14% |
$505 - $586
|
2.21K
$453K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-4- 0.12% |
$673 - $782
|
3.23K
$661K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-4- 0.04% |
$673 - $782
|
10.2K
$2.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-4- 2.92% |
$673 - $782
|
133
$27.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$842 - $977
|
8.92K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5- 0.07% |
$842 - $977
|
7.36K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-5- 0.2% |
$842 - $977
|
2.55K
$522K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5- 0.13% |
$842 - $977
|
3.95K
$808K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-6- 0.3% |
$1.01K - $1.17K
|
1.99K
$406K
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7- 0.16% |
$1.18K - $1.37K
|
4.47K
$915K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-7- 0.47% |
$1.18K - $1.37K
|
1.48K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-7- 0.27% |
$1.18K - $1.37K
|
2.6K
$531K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-8- 0.68% |
$1.35K - $1.56K
|
1.17K
$240K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-8- 0.72% |
$1.35K - $1.56K
|
1.1K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-8- 0.08% |
$1.35K - $1.56K
|
10.5K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-8- 0.05% |
$1.35K - $1.56K
|
15.1K
$3.08M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-8- 0.15% |
$1.35K - $1.56K
|
5.27K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-9- 0.37% |
$1.52K - $1.76K
|
2.42K
$494K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.03% |
$1.68K - $1.95K
|
36.8K
$7.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-10- 0.53% |
$1.68K - $1.95K
|
1.89K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-10- 0.7% |
$1.68K - $1.95K
|
1.42K
$291K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-11- 0.03% |
$1.85K - $2.15K
|
32.8K
$6.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-11- 0.12% |
$1.85K - $2.15K
|
9.08K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-11- 0.08% |
$1.85K - $2.15K
|
13.3K
$2.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-11- 0.1% |
$1.85K - $2.15K
|
10.7K
$2.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-12- 12.77% |
$2.02K - $2.35K
|
82
$16.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-12- 0.57% |
$2.02K - $2.35K
|
2.1K
$430K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-15- 27.27% |
$2.53K - $2.93K
|
40
$8.18K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-17- 1.23% |
$2.86K - $3.32K
|
1.37K
$279K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-18- 1.32% |
$3.03K - $3.52K
|
1.35K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18- 0.9% |
$3.03K - $3.52K
|
1.99K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-18- 1.08% |
$3.03K - $3.52K
|
1.65K
$338K
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-19- 0.32% |
$3.2K - $3.71K
|
5.9K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-19- 0.9% |
$3.2K - $3.71K
|
2.1K
$429K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-20- 0.1% |
$3.37K - $3.91K
|
20.3K
$4.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-20- 0.46% |
$3.37K - $3.91K
|
4.37K
$893K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 0.05% |
$3.37K - $3.91K
|
38.6K
$7.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-21- 0.09% |
$3.54K - $4.1K
|
22.4K
$4.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-21- 1.61% |
$3.54K - $4.1K
|
1.28K
$263K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-22- 1.93% |
$3.7K - $4.3K
|
1.12K
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-22- 0.21% |
$3.7K - $4.3K
|
10.4K
$2.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-22- 1.85% |
$3.7K - $4.3K
|
1.17K
$239K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-23- 0.15% |
$3.87K - $4.49K
|
15.7K
$3.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-24- 1.96% |
$4.04K - $4.69K
|
1.2K
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-25- 2.31% |
$4.21K - $4.89K
|
1.06K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-25- 1.23% |
$4.21K - $4.89K
|
2.01K
$410K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-26- 1.6% |
$4.38K - $5.08K
|
1.6K
$327K
|