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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-56- 3.29% |
$9.43K - $10.9K
|
1.65K
$337K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-57- 3.91% |
$9.6K - $11.1K
|
1.4K
$286K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-59- 4.08% |
$9.93K - $11.5K
|
1.39K
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-60- 4.14% |
$10.1K - $11.7K
|
1.39K
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-62- 2.6% |
$10.4K - $12.1K
|
2.32K
$474K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.93% |
$10.4K - $12.1K
|
6.63K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-63- 1.56% |
$10.6K - $12.3K
|
3.97K
$813K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-66- 3.85% |
$11.1K - $12.9K
|
1.65K
$337K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-70- 5.8% |
$11.8K - $13.7K
|
1.14K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-71- 0.49% |
$12K - $13.9K
|
14.4K
$2.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-72- 1.4% |
$12.1K - $14.1K
|
5.07K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-74- 2.18% |
$12.5K - $14.5K
|
3.33K
$681K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-74- 0.2% |
$12.5K - $14.5K
|
37.5K
$7.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-76- 0.08% |
$12.8K - $14.9K
|
91.7K
$18.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-77- 4.24% |
$13K - $15K
|
1.74K
$356K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-78- 57.78% |
$13.1K - $15.2K
|
57
$11.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-79- 1.31% |
$13.3K - $15.4K
|
5.93K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-80- 2.24% |
$13.5K - $15.6K
|
3.49K
$715K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-83- 5.15% |
$14K - $16.2K
|
1.53K
$313K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-86- 0.63% |
$14.5K - $16.8K
|
13.7K
$2.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-88- 5.79% |
$14.8K - $17.2K
|
1.43K
$293K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-88- 16.36% |
$14.8K - $17.2K
|
450
$92.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-88- 5.41% |
$14.8K - $17.2K
|
1.54K
$315K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-90- 0.61% |
$15.2K - $17.6K
|
14.7K
$3M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-92- 4.54% |
$15.5K - $18K
|
1.94K
$396K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-97- 0.14% |
$16.3K - $19K
|
70K
$14.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-98- 4.37% |
$16.5K - $19.2K
|
2.15K
$439K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-99- 2.54% |
$16.7K - $19.3K
|
3.8K
$777K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-100- 2.2% |
$16.8K - $19.5K
|
4.44K
$908K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-102- 6.4% |
$17.2K - $19.9K
|
1.49K
$305K
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
SELL
|
- |
-105- 1.49% |
$17.7K - $20.5K
|
6.94K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-106- 7.68% |
$17.8K - $20.7K
|
1.27K
$261K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-109- 1.39% |
$18.3K - $21.3K
|
7.71K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-109- 8.14% |
$18.3K - $21.3K
|
1.23K
$252K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-111- 2.59% |
$18.7K - $21.7K
|
4.17K
$853K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-112- 0.48% |
$18.9K - $21.9K
|
23.3K
$4.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-113- 3.54% |
$19K - $22.1K
|
3.08K
$630K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-115- 1.13% |
$19.4K - $22.5K
|
10.1K
$2.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-116- 5.37% |
$19.5K - $22.7K
|
2.05K
$419K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-116- 8.72% |
$19.5K - $22.7K
|
1.22K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-117- 8.89% |
$19.7K - $22.9K
|
1.2K
$245K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-117- 2.34% |
$19.7K - $22.9K
|
4.88K
$997K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-118- 0.86% |
$19.9K - $23.1K
|
13.6K
$2.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-119- 0.38% |
$20K - $23.3K
|
30.8K
$6.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-120- 8.31% |
$20.2K - $23.5K
|
1.32K
$271K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-127- 38.14% |
$21.4K - $24.8K
|
206
$42.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-128- 2.26% |
$21.5K - $25K
|
5.54K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-131- 1.0% |
$22.1K - $25.6K
|
12.9K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-134- 4.38% |
$22.6K - $26.2K
|
2.93K
$599K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-135- 1.69% |
$22.7K - $26.4K
|
7.84K
$1.6M
|