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 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-2.23K- 34.99% |
$376K - $437K
|
4.15K
$849K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-2.27K- 65.03% |
$381K - $443K
|
1.22K
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.28K- 1.24% |
$384K - $446K
|
181K
$37M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.28K- 5.2% |
$384K - $446K
|
41.6K
$8.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.36K- 30.01% |
$398K - $462K
|
5.51K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-2.37K- 2.62% |
$399K - $463K
|
88K
$18M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.4K- 6.63% |
$405K - $470K
|
33.8K
$6.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.45K- 2.44% |
$412K - $478K
|
97.9K
$20M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.46K- 0.91% |
$414K - $481K
|
269K
$55M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.57K- 20.82% |
$432K - $501K
|
9.76K
$2M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.8K- 4.54% |
$472K - $547K
|
58.8K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.92K- 12.98% |
$492K - $571K
|
19.6K
$4.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.94K- 30.08% |
$495K - $574K
|
6.83K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-2.97K- 8.7% |
$500K - $580K
|
31.2K
$6.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.02K- 75.38% |
$508K - $589K
|
985
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.13K- 8.55% |
$527K - $611K
|
33.5K
$6.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.17K- 6.04% |
$533K - $619K
|
49.3K
$10.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.21K- 2.97% |
$540K - $627K
|
105K
$21.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.28K- 1.63% |
$552K - $641K
|
198K
$40.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-3.3K- 60.34% |
$556K - $645K
|
2.17K
$444K
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-3.31K- 13.96% |
$557K - $646K
|
20.4K
$4.17M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.41K- 2.74% |
$574K - $666K
|
121K
$24.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.52K- 7.35% |
$593K - $688K
|
44.4K
$9.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.61K- 5.46% |
$608K - $706K
|
62.6K
$12.8M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.63K- 11.76% |
$611K - $709K
|
27.2K
$5.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.65K- 37.85% |
$614K - $713K
|
5.99K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.81K- 45.17% |
$641K - $745K
|
4.62K
$946K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.84K- 3.81% |
$647K - $751K
|
96.9K
$19.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.95K- 4.44% |
$665K - $772K
|
85K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.19K- 0.77% |
$706K - $819K
|
542K
$111M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.31K- 9.38% |
$726K - $843K
|
41.7K
$8.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-4.35K- 29.01% |
$732K - $849K
|
10.6K
$2.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.39K- 13.73% |
$738K - $857K
|
27.6K
$5.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.48K- 49.4% |
$754K - $876K
|
4.59K
$939K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4.52K- 4.04% |
$761K - $883K
|
107K
$21.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-4.61K- 38.62% |
$776K - $901K
|
7.33K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.68K- 4.71% |
$787K - $914K
|
94.6K
$19.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.45K- 3.43% |
$918K - $1.07M
|
153K
$31.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5.51K- 52.17% |
$928K - $1.08M
|
5.05K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-5.63K- 4.84% |
$948K - $1.1M
|
111K
$22.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5.72K- 4.64% |
$963K - $1.12M
|
117K
$24M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-6K- 29.79% |
$1.01M - $1.17M
|
14.1K
$2.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6K- 5.63% |
$1.01M - $1.17M
|
101K
$20.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6.06K- 3.94% |
$1.02M - $1.19M
|
148K
$30.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.42K- 0.57% |
$1.08M - $1.25M
|
1.11M
$228M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-6.54K- 18.51% |
$1.1M - $1.28M
|
28.8K
$5.89M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-6.57K- 3.22% |
$1.11M - $1.28M
|
198K
$40.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-6.71K- 38.52% |
$1.13M - $1.31M
|
10.7K
$2.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.81K- 53.18% |
$1.15M - $1.33M
|
6K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-6.83K- 57.92% |
$1.15M - $1.33M
|
4.96K
$1.02M
|