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 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-268- 6.72% |
$45.1K - $52.4K
|
3.72K
$761K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-269- 17.9% |
$45.3K - $52.6K
|
1.23K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-273- 0.5% |
$46K - $53.3K
|
54.7K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-274- 2.63% |
$46.1K - $53.5K
|
10.1K
$2.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-278- 1.43% |
$46.8K - $54.3K
|
19.1K
$3.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-279- 6.86% |
$47K - $54.5K
|
3.79K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-280- 18.58% |
$47.1K - $54.7K
|
1.23K
$251K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-283- 1.28% |
$47.6K - $55.3K
|
21.7K
$4.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-283- 1.71% |
$47.6K - $55.3K
|
16.3K
$3.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-291- 1.69% |
$49K - $56.9K
|
17K
$3.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-294- 2.91% |
$49.5K - $57.5K
|
9.81K
$2.01M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-295- 6.14% |
$49.7K - $57.6K
|
4.51K
$922K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-295- 18.89% |
$49.7K - $57.6K
|
1.27K
$259K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-295- 3.0% |
$49.7K - $57.6K
|
9.53K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-307- 17.28% |
$51.7K - $60K
|
1.47K
$301K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-316- 3.93% |
$53.2K - $61.8K
|
7.73K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
SELL
|
- |
-322- 1.17% |
$54.2K - $62.9K
|
27.2K
$5.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-324- 15.03% |
$54.5K - $63.3K
|
1.83K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-327- 14.19% |
$55K - $63.9K
|
1.98K
$404K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-333- 0.46% |
$56.1K - $65.1K
|
72.6K
$14.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-340- 3.06% |
$57.2K - $66.4K
|
10.8K
$2.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-344- 9.98% |
$57.9K - $67.2K
|
3.1K
$635K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-348- 3.83% |
$58.6K - $68K
|
8.73K
$1.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-349- 12.82% |
$58.8K - $68.2K
|
2.37K
$485K
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-359- 24.32% |
$60.4K - $70.2K
|
1.12K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-360- 0.56% |
$60.6K - $70.4K
|
63.4K
$13M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-382- 0.73% |
$64.3K - $74.7K
|
52K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-390- 0.63% |
$65.7K - $76.2K
|
61.4K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-402- 88.55% |
$67.7K - $78.6K
|
52
$10.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-403- 3.88% |
$67.8K - $78.8K
|
9.98K
$2.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-407- 19.32% |
$68.5K - $79.5K
|
1.7K
$348K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-410- 14.57% |
$69K - $80.1K
|
2.4K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-410- 1.87% |
$69K - $80.1K
|
21.6K
$4.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-417- 4.79% |
$70.2K - $81.5K
|
8.29K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-418- 7.88% |
$70.4K - $81.7K
|
4.89K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-421- 15.63% |
$70.9K - $82.3K
|
2.27K
$465K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-429- 26.17% |
$72.2K - $83.8K
|
1.21K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-432- 3.49% |
$72.7K - $84.4K
|
11.9K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-432- 45.19% |
$72.7K - $84.4K
|
524
$107K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-433- 18.92% |
$72.9K - $84.6K
|
1.86K
$380K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-437- 2.1% |
$73.6K - $85.4K
|
20.3K
$4.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-448- 6.51% |
$75.4K - $87.5K
|
6.44K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-456- 8.98% |
$76.8K - $89.1K
|
4.62K
$946K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-462- 18.43% |
$77.8K - $90.3K
|
2.05K
$418K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-472- 10.84% |
$79.5K - $92.2K
|
3.88K
$794K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-475- 13.32% |
$80K - $92.8K
|
3.09K
$633K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-485- 4.65% |
$81.6K - $94.8K
|
9.95K
$2.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-493- 8.13% |
$83K - $96.3K
|
5.57K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-495- 19.05% |
$83.3K - $96.7K
|
2.1K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-500- 8.3% |
$84.2K - $97.7K
|
5.53K
$1.13M
|