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 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-53.1K- 9.52% |
$8.93M - $10.4M
|
504K
$103M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-54.4K- 18.62% |
$9.15M - $10.6M
|
238K
$48.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-55.9K- 13.79% |
$9.41M - $10.9M
|
350K
$71.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-61.8K- 85.32% |
$10.4M - $12.1M
|
10.6K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-66.6K- 7.16% |
$11.2M - $13M
|
864K
$177M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-80.9K- 74.97% |
$13.6M - $15.8M
|
27K
$5.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-82.9K- 99.52% |
$14M - $16.2M
|
400
$81.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-89.8K- 89.83% |
$15.1M - $17.6M
|
10.2K
$2.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-91.6K- 12.94% |
$15.4M - $17.9M
|
617K
$126M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-104K- 94.01% |
$17.5M - $20.3M
|
6.61K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-115K- 46.76% |
$19.4M - $22.5M
|
131K
$26.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-115K- 50.84% |
$19.4M - $22.5M
|
112K
$22.8M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-115K- 50.84% |
$19.4M - $22.5M
|
112K
$22.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-119K- 62.66% |
$20M - $23.2M
|
70.9K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-123K- 75.03% |
$20.7M - $24M
|
40.9K
$8.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-164K- 74.79% |
$27.6M - $32.1M
|
55.3K
$11.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-197K- 92.83% |
$33.1M - $38.5M
|
15.2K
$3.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-212K- 60.71% |
$35.6M - $41.3M
|
137K
$28M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-237K- 9.16% |
$39.9M - $46.4M
|
2.35M
$481M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-255K- 2.97% |
$42.9M - $49.8M
|
8.32M
$1.7B
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-321K- 99.47% |
$54.1M - $62.8M
|
1.73K
$354K
|