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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
561+ 25.51% |
$104K - $111K
|
2.76K
$526K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
533+ 49.86% |
$99K - $106K
|
1.6K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
526+ 6.28% |
$97.7K - $104K
|
8.91K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
516+ 34.08% |
$95.9K - $102K
|
2.03K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
515+ 0.84% |
$95.7K - $102K
|
61.8K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
506+ 2.88% |
$94K - $100K
|
18.1K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
505+ 81.19% |
$93.8K - $100K
|
1.13K
$215K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
504+ 3.56% |
$93.6K - $100K
|
14.7K
$2.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
487+ 16.5% |
$90.5K - $96.7K
|
3.44K
$655K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
485+ 6.39% |
$90.1K - $96.3K
|
8.07K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
480+ 3.46% |
$89.2K - $95.3K
|
14.3K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
480+ 1.69% |
$89.2K - $95.3K
|
29K
$5.52M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
461+ 5.35% |
$85.6K - $91.5K
|
9.08K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
460+ 4.72% |
$85.5K - $91.3K
|
10.2K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
447+ 6385.71% |
$83K - $88.8K
|
454
$86.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
445+ 14.37% |
$82.7K - $88.4K
|
3.54K
$675K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
442+ 0.85% |
$82.1K - $87.8K
|
52.7K
$10M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
438New |
$81.4K - $87K
|
438
$83.5K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
437+ 615.49% |
$81.2K - $86.8K
|
508
$96.8K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
431+ 2.58% |
$80.1K - $85.6K
|
17.1K
$3.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
429+ 72.71% |
$79.7K - $85.2K
|
1.02K
$194K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
429+ 15.84% |
$79.7K - $85.2K
|
3.14K
$598K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
428+ 4.65% |
$79.5K - $85K
|
9.64K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
421+ 18.52% |
$78.2K - $83.6K
|
2.69K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
413+ 6.01% |
$76.7K - $82K
|
7.28K
$1.39M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
386+ 48.61% |
$71.7K - $76.7K
|
1.18K
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
385+ 4.22% |
$71.5K - $76.5K
|
9.51K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
378New |
$70.2K - $75.1K
|
378
$72K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
372+ 5.48% |
$69.1K - $73.9K
|
7.16K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
369New |
$68.6K - $73.3K
|
369
$70.3K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
364+ 4.1% |
$67.6K - $72.3K
|
9.25K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
362+ 24.02% |
$67.3K - $71.9K
|
1.87K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
352+ 0.81% |
$65.4K - $69.9K
|
43.9K
$8.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
348+ 0.65% |
$64.7K - $69.1K
|
53.5K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
334+ 222.67% |
$62.1K - $66.3K
|
484
$92.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
334+ 8.06% |
$62.1K - $66.3K
|
4.48K
$854K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
333New |
$61.9K - $66.1K
|
333
$63.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
332+ 5.82% |
$61.7K - $65.9K
|
6.04K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
329+ 5.53% |
$61.1K - $65.3K
|
6.28K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
324+ 10.89% |
$60.2K - $64.3K
|
3.3K
$629K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
319+ 1.81% |
$59.3K - $63.3K
|
17.9K
$3.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
314+ 29.43% |
$58.3K - $62.4K
|
1.38K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
312+ 7.37% |
$58K - $62K
|
4.55K
$866K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
311+ 25.72% |
$57.8K - $61.8K
|
1.52K
$290K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
308New |
$57.2K - $61.2K
|
308
$58.7K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
304+ 1.81% |
$56.5K - $60.4K
|
17.1K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
301+ 7.66% |
$55.9K - $59.8K
|
4.23K
$806K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
298+ 18.27% |
$55.4K - $59.2K
|
1.93K
$368K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
296+ 6.57% |
$55K - $58.8K
|
4.8K
$915K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
295+ 23.28% |
$54.8K - $58.6K
|
1.56K
$298K
|