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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-26- 2.37% |
$4.38K - $5.08K
|
1.07K
$219K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-26- 1.08% |
$4.38K - $5.08K
|
2.38K
$487K
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-26- 0.61% |
$4.38K - $5.08K
|
4.22K
$863K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-27- 1.35% |
$4.55K - $5.28K
|
1.97K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-27- 3.95% |
$4.55K - $5.28K
|
657
$134K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-28- 2.1% |
$4.71K - $5.47K
|
1.3K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-29- 0.04% |
$4.88K - $5.67K
|
66.8K
$13.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-29- 2.37% |
$4.88K - $5.67K
|
1.2K
$245K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-29- 9.27% |
$4.88K - $5.67K
|
284
$58.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-29- 4.64% |
$4.88K - $5.67K
|
596
$122K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-29- 1.82% |
$4.88K - $5.67K
|
1.57K
$321K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-30- 0.37% |
$5.05K - $5.86K
|
8.07K
$1.65M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-30- 0.08% |
$5.05K - $5.86K
|
38.8K
$7.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-31- 20.0% |
$5.22K - $6.06K
|
124
$25.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-32- 2.12% |
$5.39K - $6.25K
|
1.48K
$303K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-32- 2.58% |
$5.39K - $6.25K
|
1.21K
$247K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-32- 1.79% |
$5.39K - $6.25K
|
1.75K
$358K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-33- 1.8% |
$5.56K - $6.45K
|
1.8K
$368K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-33- 1.5% |
$5.56K - $6.45K
|
2.17K
$444K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-34- 0.83% |
$5.72K - $6.64K
|
4.04K
$827K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-34- 0.61% |
$5.72K - $6.64K
|
5.53K
$1.13M
|
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-34- 0.31% |
$5.72K - $6.64K
|
10.9K
$2.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-36- 0.28% |
$6.06K - $7.04K
|
12.7K
$2.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-37- 3.21% |
$6.23K - $7.23K
|
1.12K
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-37- 1.31% |
$6.23K - $7.23K
|
2.78K
$569K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-37- 0.58% |
$6.23K - $7.23K
|
6.33K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-37- 0.29% |
$6.23K - $7.23K
|
12.6K
$2.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-40- 0.07% |
$6.73K - $7.82K
|
53.5K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-40- 17.78% |
$6.73K - $7.82K
|
185
$37.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-41- 0.43% |
$6.9K - $8.01K
|
9.45K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-42- 0.2% |
$7.07K - $8.21K
|
20.8K
$4.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-43- 1.0% |
$7.24K - $8.4K
|
4.25K
$870K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-44- 0.1% |
$7.41K - $8.6K
|
44.6K
$9.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-44- 0.62% |
$7.41K - $8.6K
|
7.08K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-44- 7.87% |
$7.41K - $8.6K
|
515
$105K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-45- 0.84% |
$7.58K - $8.79K
|
5.33K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-46- 0.38% |
$7.74K - $8.99K
|
12.2K
$2.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-49- 1.85% |
$8.25K - $9.58K
|
2.6K
$533K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-49- 2.27% |
$8.25K - $9.58K
|
2.11K
$432K
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-50- 2.19% |
$8.42K - $9.77K
|
2.23K
$457K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-50- 2.96% |
$8.42K - $9.77K
|
1.64K
$335K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-52- 0.55% |
$8.75K - $10.2K
|
9.46K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-52- 4.23% |
$8.75K - $10.2K
|
1.18K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-53- 0.94% |
$8.92K - $10.4K
|
5.6K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-53- 0.53% |
$8.92K - $10.4K
|
10K
$2.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-53- 1.18% |
$8.92K - $10.4K
|
4.43K
$905K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-53- 1.01% |
$8.92K - $10.4K
|
5.17K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-56- 0.74% |
$9.43K - $10.9K
|
7.5K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-56- 0.15% |
$9.43K - $10.9K
|
37K
$7.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-56- 3.95% |
$9.43K - $10.9K
|
1.36K
$279K
|