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
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.19% |
$2.19K - $2.54K
|
6.89K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11+ 0.28% |
$1.85K - $2.15K
|
3.9K
$770K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
11+ 0.52% |
$1.85K - $2.15K
|
2.14K
$421K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
10+ 0.39% |
$1.68K - $1.95K
|
2.56K
$504K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
9+ 0.41% |
$1.52K - $1.76K
|
2.23K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
7+ 0.38% |
$1.18K - $1.37K
|
1.85K
$365K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 0.34% |
$1.18K - $1.37K
|
2.1K
$414K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6+ 0.42% |
$1.01K - $1.17K
|
1.45K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.29% |
$1.01K - $1.17K
|
2.11K
$416K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 0.5% |
$842 - $977
|
998
$197K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.38% |
$673 - $782
|
1.07K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.44% |
$673 - $782
|
906
$179K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.08% |
$673 - $782
|
4.73K
$932K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.29% |
$505 - $586
|
1.04K
$204K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.39% |
$168 - $195
|
255
$50.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1- 0.02% |
$168 - $195
|
4.53K
$893K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1- 0.08% |
$168 - $195
|
1.19K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2- 0.08% |
$337 - $391
|
2.61K
$515K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3- 0.11% |
$505 - $586
|
2.61K
$515K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-4- 0.12% |
$673 - $782
|
3.23K
$637K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$842 - $977
|
8.92K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5- 0.07% |
$842 - $977
|
7.36K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-5- 0.2% |
$842 - $977
|
2.55K
$504K
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7- 0.16% |
$1.18K - $1.37K
|
4.47K
$883K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-8- 0.68% |
$1.35K - $1.56K
|
1.17K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-9- 0.37% |
$1.52K - $1.76K
|
2.42K
$477K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-11- 0.03% |
$1.85K - $2.15K
|
32.8K
$6.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-11- 0.08% |
$1.85K - $2.15K
|
13.3K
$2.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-11- 0.12% |
$1.85K - $2.15K
|
9.08K
$1.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-12- 12.77% |
$2.02K - $2.35K
|
82
$16.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-18- 1.32% |
$3.03K - $3.52K
|
1.35K
$266K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-20- 0.1% |
$3.37K - $3.91K
|
20.3K
$4.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-22- 0.21% |
$3.7K - $4.3K
|
10.4K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-22- 1.93% |
$3.7K - $4.3K
|
1.12K
$220K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-26- 1.6% |
$4.38K - $5.08K
|
1.6K
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-28- 2.1% |
$4.71K - $5.47K
|
1.3K
$257K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-29- 2.37% |
$4.88K - $5.67K
|
1.2K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-29- 0.04% |
$4.88K - $5.67K
|
66.8K
$13.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-32- 2.12% |
$5.39K - $6.25K
|
1.48K
$292K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-40- 0.07% |
$6.73K - $7.82K
|
53.5K
$10.5M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-45- 0.84% |
$7.58K - $8.79K
|
5.33K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-49- 1.85% |
$8.25K - $9.58K
|
2.6K
$514K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-49- 2.27% |
$8.25K - $9.58K
|
2.11K
$417K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-50- 2.96% |
$8.42K - $9.77K
|
1.64K
$323K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-53- 0.94% |
$8.92K - $10.4K
|
5.6K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-56- 0.74% |
$9.43K - $10.9K
|
7.5K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-59- 4.08% |
$9.93K - $11.5K
|
1.39K
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-60- 4.14% |
$10.1K - $11.7K
|
1.39K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-70- 5.8% |
$11.8K - $13.7K
|
1.14K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-71- 0.49% |
$12K - $13.9K
|
14.4K
$2.84M
|