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 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-136- 1.67% |
$22.9K - $26.6K
|
8K
$1.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-136- 7.43% |
$22.9K - $26.6K
|
1.69K
$347K
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-136- 3.21% |
$22.9K - $26.6K
|
4.1K
$840K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-137- 1.37% |
$23.1K - $26.8K
|
9.89K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-144- 28.35% |
$24.2K - $28.1K
|
364
$74.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-145- 3.43% |
$24.4K - $28.3K
|
4.08K
$835K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-150- 30.18% |
$25.3K - $29.3K
|
347
$71K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-153- 1.79% |
$25.8K - $29.9K
|
8.37K
$1.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-154- 0.45% |
$25.9K - $30.1K
|
33.8K
$6.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-154- 2.13% |
$25.9K - $30.1K
|
7.06K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-155- 0.2% |
$26.1K - $30.3K
|
75.7K
$15.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-157- 3.84% |
$26.4K - $30.7K
|
3.93K
$805K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-159- 5.25% |
$26.8K - $31.1K
|
2.87K
$588K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-161- 0.59% |
$27.1K - $31.5K
|
27.2K
$5.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-165- 1.96% |
$27.8K - $32.2K
|
8.26K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-169- 32.44% |
$28.4K - $33K
|
352
$72K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-170- 3.92% |
$28.6K - $33.2K
|
4.17K
$852K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-170- 20.12% |
$28.6K - $33.2K
|
675
$138K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-183- 0.37% |
$30.8K - $35.8K
|
49.8K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-186- 3.81% |
$31.3K - $36.3K
|
4.7K
$962K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-188- 62.46% |
$31.6K - $36.7K
|
113
$23.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-190- 4.26% |
$32K - $37.1K
|
4.27K
$874K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-190- 8.6% |
$32K - $37.1K
|
2.02K
$413K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-192- 0.99% |
$32.3K - $37.5K
|
19.2K
$3.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-193- 5.74% |
$32.5K - $37.7K
|
3.17K
$648K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-195- 2.84% |
$32.8K - $38.1K
|
6.68K
$1.37M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-200- 15.94% |
$33.7K - $39.1K
|
1.06K
$216K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-202- 1.12% |
$34K - $39.5K
|
17.9K
$3.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-203- 17.37% |
$34.2K - $39.7K
|
966
$198K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-204- 0.86% |
$34.3K - $39.9K
|
23.5K
$4.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-204- 3.66% |
$34.3K - $39.9K
|
5.36K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-207- 7.89% |
$34.8K - $40.5K
|
2.42K
$494K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-217- 1.16% |
$36.5K - $42.4K
|
18.4K
$3.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-228- 0.71% |
$38.4K - $44.6K
|
32.1K
$6.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
SELL
|
- |
-234- 18.28% |
$39.4K - $45.7K
|
1.05K
$214K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-238- 11.97% |
$40.1K - $46.5K
|
1.75K
$358K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-239- 3.23% |
$40.2K - $46.7K
|
7.16K
$1.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-239- 3.26% |
$40.2K - $46.7K
|
7.1K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-240- 49.59% |
$40.4K - $46.9K
|
244
$49.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-242- 10.19% |
$40.7K - $47.3K
|
2.13K
$437K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-242- 8.72% |
$40.7K - $47.3K
|
2.53K
$518K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-244- 3.69% |
$41.1K - $47.7K
|
6.37K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-245- 0.5% |
$41.2K - $47.9K
|
48.7K
$9.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-251- 7.81% |
$42.3K - $49.1K
|
2.96K
$606K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-256- 11.05% |
$43.1K - $50K
|
2.06K
$421K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-256- 2.64% |
$43.1K - $50K
|
9.45K
$1.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-265- 13.55% |
$44.6K - $51.8K
|
1.69K
$346K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-265- 12.49% |
$44.6K - $51.8K
|
1.86K
$380K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-266- 2.37% |
$44.8K - $52K
|
10.9K
$2.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-268- 2.09% |
$45.1K - $52.4K
|
12.5K
$2.57M
|