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 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-74- 2.18% |
$12.5K - $14.5K
|
3.33K
$656K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-88- 5.79% |
$14.8K - $17.2K
|
1.43K
$282K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-97- 0.14% |
$16.3K - $19K
|
70K
$13.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-99- 2.54% |
$16.7K - $19.3K
|
3.8K
$749K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-109- 1.39% |
$18.3K - $21.3K
|
7.71K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-113- 3.54% |
$19K - $22.1K
|
3.08K
$607K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-118- 0.86% |
$19.9K - $23.1K
|
13.6K
$2.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-127- 38.14% |
$21.4K - $24.8K
|
206
$40.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-128- 2.26% |
$21.5K - $25K
|
5.54K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-136- 1.67% |
$22.9K - $26.6K
|
8K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-144- 28.35% |
$24.2K - $28.1K
|
364
$71.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-154- 0.45% |
$25.9K - $30.1K
|
33.8K
$6.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-159- 5.25% |
$26.8K - $31.1K
|
2.87K
$567K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-161- 0.59% |
$27.1K - $31.5K
|
27.2K
$5.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-188- 62.46% |
$31.6K - $36.7K
|
113
$22.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-193- 5.74% |
$32.5K - $37.7K
|
3.17K
$625K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-200- 15.94% |
$33.7K - $39.1K
|
1.06K
$208K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-204- 0.86% |
$34.3K - $39.9K
|
23.5K
$4.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-242- 10.19% |
$40.7K - $47.3K
|
2.13K
$421K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-256- 11.05% |
$43.1K - $50K
|
2.06K
$406K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-265- 13.55% |
$44.6K - $51.8K
|
1.69K
$333K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-268- 2.09% |
$45.1K - $52.4K
|
12.5K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-278- 1.43% |
$46.8K - $54.3K
|
19.1K
$3.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-283- 1.28% |
$47.6K - $55.3K
|
21.7K
$4.29M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-295- 6.14% |
$49.7K - $57.6K
|
4.51K
$889K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-316- 3.93% |
$53.2K - $61.8K
|
7.73K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-327- 14.19% |
$55K - $63.9K
|
1.98K
$390K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-382- 0.73% |
$64.3K - $74.7K
|
52K
$10.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-418- 7.88% |
$70.4K - $81.7K
|
4.89K
$965K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-421- 15.63% |
$70.9K - $82.3K
|
2.27K
$448K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-493- 8.13% |
$83K - $96.3K
|
5.57K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-503- 3.41% |
$84.7K - $98.3K
|
14.3K
$2.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-524- 2.34% |
$88.2K - $102K
|
21.9K
$4.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-582- 0.65% |
$98K - $114K
|
88.5K
$17.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-630- 0.84% |
$106K - $123K
|
74K
$14.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-677- 2.44% |
$114K - $132K
|
27.1K
$5.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-712- 1.69% |
$120K - $139K
|
41.5K
$8.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-720- 5.21% |
$121K - $141K
|
13.1K
$2.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-736- 29.35% |
$124K - $144K
|
1.77K
$350K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-759- 3.84% |
$128K - $148K
|
19K
$3.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-861- 21.25% |
$145K - $168K
|
3.19K
$630K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-900- 16.96% |
$152K - $176K
|
4.41K
$869K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-957- 4.35% |
$161K - $187K
|
21K
$4.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-961- 13.3% |
$162K - $188K
|
6.27K
$1.24M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-997- 4.77% |
$168K - $195K
|
19.9K
$3.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 34.63% |
$190K - $220K
|
2.13K
$420K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-1.18K- 63.61% |
$198K - $230K
|
674
$133K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.28K- 0.51% |
$215K - $249K
|
251K
$49.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-1.35K- 0.5% |
$226K - $263K
|
268K
$53M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.35K- 2.25% |
$227K - $264K
|
58.6K
$11.6M
|