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 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-501- 1.8% |
$84.3K - $97.9K
|
27.3K
$5.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-501- 31.27% |
$84.3K - $97.9K
|
1.1K
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-503- 3.41% |
$84.7K - $98.3K
|
14.3K
$2.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-518- 0.17% |
$87.2K - $101K
|
297K
$60.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-524- 2.34% |
$88.2K - $102K
|
21.9K
$4.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-528- 28.82% |
$88.9K - $103K
|
1.3K
$267K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-528- 5.3% |
$88.9K - $103K
|
9.43K
$1.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-529- 1.0% |
$89.1K - $103K
|
52.1K
$10.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-554- 7.54% |
$93.3K - $108K
|
6.79K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-560- 11.73% |
$94.3K - $109K
|
4.21K
$862K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-570- 0.49% |
$96K - $111K
|
116K
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-570- 22.76% |
$96K - $111K
|
1.93K
$396K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-575- 3.31% |
$96.8K - $112K
|
16.8K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-577- 1.43% |
$97.1K - $113K
|
39.7K
$8.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-582- 0.65% |
$98K - $114K
|
88.5K
$18.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-588- 5.52% |
$99K - $115K
|
10.1K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-597- 52.97% |
$100K - $117K
|
530
$108K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-600- 0.61% |
$101K - $117K
|
97.9K
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-600- 3.84% |
$101K - $117K
|
15K
$3.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-607- 5.53% |
$102K - $119K
|
10.4K
$2.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-618- 15.72% |
$104K - $121K
|
3.31K
$678K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-629- 12.45% |
$106K - $123K
|
4.42K
$905K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-630- 0.84% |
$106K - $123K
|
74K
$15.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-661- 3.77% |
$111K - $129K
|
16.9K
$3.46M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-667- 0.63% |
$112K - $130K
|
106K
$21.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-671- 2.54% |
$113K - $131K
|
25.7K
$5.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-677- 2.44% |
$114K - $132K
|
27.1K
$5.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-694- 26.83% |
$117K - $136K
|
1.89K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-694- 1.6% |
$117K - $136K
|
42.6K
$8.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-701- 36.88% |
$118K - $137K
|
1.2K
$246K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-706- 35.66% |
$119K - $138K
|
1.27K
$261K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-712- 1.69% |
$120K - $139K
|
41.5K
$8.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-720- 5.21% |
$121K - $141K
|
13.1K
$2.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-736- 29.35% |
$124K - $144K
|
1.77K
$363K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-742- 2.84% |
$125K - $145K
|
25.4K
$5.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-759- 3.84% |
$128K - $148K
|
19K
$3.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-783- 10.75% |
$132K - $153K
|
6.5K
$1.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-794- 12.25% |
$134K - $155K
|
5.69K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-799- 23.61% |
$135K - $156K
|
2.59K
$529K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-813- 0.62% |
$137K - $159K
|
130K
$26.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-826- 5.4% |
$139K - $161K
|
14.5K
$2.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-842- 25.5% |
$142K - $165K
|
2.46K
$503K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
SELL
|
- |
-847- 1.71% |
$143K - $166K
|
48.8K
$9.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-850- 11.63% |
$143K - $166K
|
6.46K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-854- 37.51% |
$144K - $167K
|
1.42K
$291K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-857- 19.56% |
$144K - $167K
|
3.53K
$721K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-861- 21.25% |
$145K - $168K
|
3.19K
$653K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-868- 9.53% |
$146K - $170K
|
8.24K
$1.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-876- 0.38% |
$147K - $171K
|
232K
$47.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-882- 3.17% |
$148K - $172K
|
26.9K
$5.5M
|