Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.21M+ 38.76% |
$968M - $1.03B
|
18.6M
$3.55B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.7M+ 32.2% |
$316M - $337M
|
6.98M
$1.33B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
923K+ 5.47% |
$171M - $183M
|
17.8M
$3.39B
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
883K+ 6106.46% |
$164M - $175M
|
897K
$171M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
811K+ 6.23% |
$151M - $161M
|
13.8M
$2.63B
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
786K+ 1324.32% |
$146M - $156M
|
845K
$161M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
503K+ 53.05% |
$93.4M - $99.8M
|
1.45M
$276M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
475K+ 18958.01% |
$88.3M - $94.4M
|
478K
$91.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
431K+ 5.29% |
$80.1M - $85.7M
|
8.58M
$1.64B
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
415K+ 55.45% |
$77.2M - $82.5M
|
1.16M
$222M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
357K+ 24.62% |
$66.3M - $70.8M
|
1.81M
$344M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
329K+ 20.15% |
$61.1M - $65.3M
|
1.96M
$374M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
283K+ 12139.43% |
$52.6M - $56.2M
|
285K
$54.4M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
263K+ 18.57% |
$48.8M - $52.2M
|
1.68M
$320M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
253K+ 37.76% |
$46.9M - $50.2M
|
922K
$176M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
251K+ 51.91% |
$46.6M - $49.8M
|
734K
$140M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
248K+ 585.64% |
$46M - $49.2M
|
290K
$55.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
218K+ 49.34% |
$40.5M - $43.3M
|
660K
$126M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
204K+ 2427.93% |
$37.8M - $40.4M
|
212K
$40.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
190KNew |
$35.3M - $37.7M
|
190K
$36.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
161K+ 10.54% |
$29.9M - $32M
|
1.69M
$322M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
160K+ 49.5% |
$29.7M - $31.7M
|
482K
$91.9M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
137K+ 38.24% |
$25.4M - $27.1M
|
494K
$94.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
137K+ 5.3% |
$25.4M - $27.1M
|
2.71M
$517M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
129K+ 369.34% |
$23.9M - $25.6M
|
164K
$31.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
120K+ 12.01% |
$22.3M - $23.8M
|
1.12M
$213M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
114K+ 5.34% |
$21.3M - $22.7M
|
2.26M
$430M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
114K+ 108.62% |
$21.2M - $22.7M
|
220K
$41.8M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
109K+ 62.36% |
$20.3M - $21.7M
|
284K
$54.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
105K+ 4.24% |
$19.6M - $20.9M
|
2.59M
$494M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
93.9K+ 1533.92% |
$17.4M - $18.6M
|
100K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
90.9K+ 3.7% |
$16.9M - $18M
|
2.55M
$485M
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
85.4KNew |
$15.9M - $17M
|
85.4K
$16.3M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
83.3KNew |
$15.5M - $16.5M
|
83.3K
$15.9M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
83.2K+ 56.3% |
$15.5M - $16.5M
|
231K
$44M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
75.5KNew |
$14M - $15M
|
75.5K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
73.4K+ 15.67% |
$13.6M - $14.6M
|
542K
$103M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
69K+ 80.57% |
$12.8M - $13.7M
|
155K
$29.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
66.8K+ 18.44% |
$12.4M - $13.3M
|
429K
$81.8M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
66.1K+ 25.01% |
$12.3M - $13.1M
|
331K
$63M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
63.2K+ 13.19% |
$11.7M - $12.6M
|
542K
$103M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
61.4K+ 51.9% |
$11.4M - $12.2M
|
180K
$34.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
57.2K+ 11.6% |
$10.6M - $11.4M
|
551K
$105M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
54.6KNew |
$10.1M - $10.8M
|
54.6K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.2K+ 26.23% |
$9.52M - $10.2M
|
247K
$47M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
49.8K+ 80.4% |
$9.26M - $9.9M
|
112K
$21.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
49.3K+ 21.21% |
$9.16M - $9.79M
|
282K
$53.7M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
49.2K+ 71.21% |
$9.13M - $9.76M
|
118K
$22.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
47.3K+ 61.71% |
$8.8M - $9.4M
|
124K
$23.6M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
46.7KNew |
$8.67M - $9.27M
|
46.7K
$8.9M
|