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
|
Modera Wealth Management, LLC
|
SELL
|
- |
-896- 1.15% |
$151K - $175K
|
77K
$15.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-896- 1.49% |
$151K - $175K
|
59.4K
$12.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-900- 16.96% |
$152K - $176K
|
4.41K
$901K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-901- 6.4% |
$152K - $176K
|
13.2K
$2.7M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-920- 11.94% |
$155K - $180K
|
6.79K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-954- 30.95% |
$161K - $186K
|
2.13K
$435K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-957- 4.35% |
$161K - $187K
|
21K
$4.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-961- 13.3% |
$162K - $188K
|
6.27K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-966- 4.83% |
$163K - $189K
|
19K
$3.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-979- 50.41% |
$165K - $191K
|
963
$197K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-991- 6.86% |
$167K - $194K
|
13.5K
$2.75M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-997- 4.77% |
$168K - $195K
|
19.9K
$4.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.02K- 4.33% |
$171K - $198K
|
22.4K
$4.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.06K- 8.81% |
$179K - $208K
|
11K
$2.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.12K- 3.53% |
$188K - $218K
|
30.5K
$6.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 34.63% |
$190K - $220K
|
2.13K
$436K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.16K- 36.9% |
$195K - $226K
|
1.98K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.16K- 6.75% |
$196K - $227K
|
16.1K
$3.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.17K- 9.6% |
$196K - $228K
|
11K
$2.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-1.18K- 63.61% |
$198K - $230K
|
674
$138K
|
|
|
Aug 13, 2025
Q2 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 1.41% |
$202K - $235K
|
84.2K
$17.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 6.87% |
$204K - $237K
|
16.4K
$3.36M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.23K- 6.94% |
$208K - $241K
|
16.5K
$3.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.25K- 2.37% |
$210K - $244K
|
51.5K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.28K- 0.51% |
$215K - $249K
|
251K
$51.3M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.28K- 43.82% |
$215K - $250K
|
1.64K
$336K
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-1.35K- 0.5% |
$226K - $263K
|
268K
$54.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.35K- 2.25% |
$227K - $264K
|
58.6K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.41K- 27.38% |
$237K - $275K
|
3.74K
$765K
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.46K- 2.58% |
$246K - $286K
|
55.2K
$11.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-1.53K- 55.36% |
$258K - $300K
|
1.24K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.55K- 23.41% |
$260K - $302K
|
5.06K
$1.04M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.56K- 8.36% |
$262K - $305K
|
17.1K
$3.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.62K- 14.07% |
$273K - $317K
|
9.9K
$2.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-1.63K- 5.11% |
$274K - $319K
|
30.3K
$6.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.65K- 1.68% |
$278K - $323K
|
96.8K
$19.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.66K- 9.19% |
$280K - $325K
|
16.4K
$3.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.67K- 5.13% |
$281K - $327K
|
30.9K
$6.32M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.71K- 15.55% |
$288K - $334K
|
9.29K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.72K- 18.3% |
$289K - $335K
|
7.66K
$1.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 7.06% |
$297K - $345K
|
23.3K
$4.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.78K- 21.85% |
$299K - $347K
|
6.35K
$1.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-1.87K- 6.62% |
$314K - $365K
|
26.3K
$5.39M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-1.94K- 14.33% |
$327K - $380K
|
11.6K
$2.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.02K- 5.85% |
$340K - $395K
|
32.5K
$6.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.07K- 9.34% |
$348K - $404K
|
20K
$4.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.08K- 1.05% |
$350K - $406K
|
196K
$40.2M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.19K- 30.31% |
$369K - $428K
|
5.04K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.21K- 3.58% |
$372K - $432K
|
59.5K
$12.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-2.23K- 1.93% |
$375K - $435K
|
113K
$23.1M
|