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 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.55K- 23.41% |
$260K - $302K
|
5.06K
$999K
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.56K- 8.36% |
$262K - $305K
|
17.1K
$3.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.62K- 14.07% |
$273K - $317K
|
9.9K
$1.95M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.66K- 9.19% |
$280K - $325K
|
16.4K
$3.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-2.23K- 34.99% |
$376K - $437K
|
4.15K
$819K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.36K- 30.01% |
$398K - $462K
|
5.51K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.17K- 6.04% |
$533K - $619K
|
49.3K
$9.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-3.3K- 60.34% |
$556K - $645K
|
2.17K
$428K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.41K- 2.74% |
$574K - $666K
|
121K
$23.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.52K- 7.35% |
$593K - $688K
|
44.4K
$8.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.61K- 5.46% |
$608K - $706K
|
62.6K
$12.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.65K- 37.85% |
$614K - $713K
|
5.99K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.81K- 45.17% |
$641K - $745K
|
4.62K
$912K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.95K- 4.44% |
$665K - $772K
|
85K
$16.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.68K- 4.71% |
$787K - $914K
|
94.6K
$18.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-6.54K- 18.51% |
$1.1M - $1.28M
|
28.8K
$5.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-6.83K- 57.92% |
$1.15M - $1.33M
|
4.96K
$979K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.25K- 35.94% |
$1.22M - $1.42M
|
12.9K
$2.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.72K- 5.06% |
$1.47M - $1.7M
|
164K
$32.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-10.9K- 7.99% |
$1.83M - $2.12M
|
125K
$24.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-34.1K- 26.78% |
$5.73M - $6.66M
|
93.1K
$18.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-53.1K- 9.52% |
$8.93M - $10.4M
|
504K
$99.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-212K- 60.71% |
$35.6M - $41.3M
|
137K
$27M
|