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 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
503K+ 53.05% |
$93.4M - $99.8M
|
1.45M
$257M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
475K+ 18958.01% |
$88.3M - $94.4M
|
478K
$84.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
253K+ 37.76% |
$46.9M - $50.2M
|
922K
$163M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
190KNew |
$35.3M - $37.7M
|
190K
$33.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
54.6KNew |
$10.1M - $10.8M
|
54.6K
$9.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
49.3K+ 21.21% |
$9.16M - $9.79M
|
282K
$50M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39K+ 44.25% |
$7.25M - $7.75M
|
127K
$22.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
35.1K+ 101.98% |
$6.52M - $6.97M
|
69.5K
$12.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
26K+ 3.73% |
$4.84M - $5.17M
|
723K
$128M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
21.8KNew |
$4.06M - $4.34M
|
21.8K
$3.88M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
21.1K+ 57.35% |
$3.92M - $4.2M
|
58K
$10.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
19.5K+ 46.27% |
$3.62M - $3.87M
|
61.6K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
14.6K+ 5.2% |
$2.7M - $2.89M
|
294K
$52.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 49.27% |
$2.16M - $2.31M
|
35.3K
$6.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.4K+ 24.4% |
$2.11M - $2.26M
|
58K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11K+ 11.46% |
$2.04M - $2.18M
|
107K
$19M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.8K+ 584.76% |
$2M - $2.14M
|
12.6K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
9.87K+ 2.92% |
$1.83M - $1.96M
|
348K
$61.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
8.58K+ 176.75% |
$1.59M - $1.7M
|
13.4K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.75K+ 56.7% |
$1.44M - $1.54M
|
21.4K
$3.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.22K+ 32.27% |
$1.16M - $1.24M
|
25.5K
$4.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.12K+ 40.84% |
$1.14M - $1.22M
|
21.1K
$3.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.6K+ 15.29% |
$1.04M - $1.11M
|
42.2K
$7.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
5.41K+ 1.85% |
$1.01M - $1.07M
|
298K
$52.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
5.32K+ 34.52% |
$988K - $1.06M
|
20.7K
$3.67M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.17K+ 45.37% |
$960K - $1.03M
|
16.6K
$2.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
5.06K+ 1.31% |
$941K - $1.01M
|
391K
$69.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.57K+ 11.03% |
$849K - $908K
|
46K
$8.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.31K+ 45.3% |
$801K - $856K
|
13.8K
$2.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
3.74K+ 18.77% |
$695K - $743K
|
23.7K
$4.2M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.56K+ 2.0% |
$661K - $707K
|
182K
$32.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.55K+ 130.42% |
$660K - $705K
|
6.27K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.5K+ 4.09% |
$651K - $695K
|
89.1K
$15.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3KNew |
$558K - $597K
|
3K
$533K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
2.57K+ 12.89% |
$477K - $510K
|
22.5K
$3.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.25K+ 8.82% |
$418K - $446K
|
27.7K
$4.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.24K+ 24.99% |
$416K - $445K
|
11.2K
$1.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.24K+ 8.61% |
$415K - $444K
|
28.2K
$5M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.16K+ 14.61% |
$401K - $428K
|
16.9K
$3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.09K+ 104350.0% |
$388K - $414K
|
2.09K
$371K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.01KNew |
$374K - $400K
|
2.01K
$357K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2K+ 32.77% |
$371K - $397K
|
8.1K
$1.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.92KNew |
$357K - $382K
|
1.92K
$341K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.83K+ 2.46% |
$340K - $363K
|
76.2K
$13.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.74KNew |
$324K - $346K
|
1.74K
$309K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.71KNew |
$318K - $340K
|
1.71K
$304K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.63KNew |
$302K - $323K
|
1.63K
$288K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 86.93% |
$291K - $312K
|
3.37K
$598K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.32KNew |
$245K - $262K
|
1.32K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.31K+ 19.5% |
$244K - $261K
|
8.04K
$1.43M
|