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 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
164+ 0.17% |
$30.5K - $32.6K
|
98.4K
$18.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
163+ 0.53% |
$30.3K - $32.4K
|
31K
$5.91M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
161+ 0.25% |
$29.9K - $32K
|
64.6K
$12.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
160+ 1.04% |
$29.7K - $31.8K
|
15.6K
$2.97M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
159+ 11.7% |
$29.5K - $31.6K
|
1.52K
$289K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
157+ 1.59% |
$29.2K - $31.2K
|
10K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
154+ 5.37% |
$28.6K - $30.6K
|
3.02K
$576K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
151New |
$28.1K - $30K
|
151
$28.8K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
150+ 10.28% |
$27.9K - $29.8K
|
1.61K
$307K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
150+ 625.0% |
$27.9K - $29.8K
|
174
$33.2K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
150+ 2.58% |
$27.9K - $29.8K
|
5.96K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
147+ 3.98% |
$27.3K - $29.2K
|
3.85K
$733K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
146New |
$27.1K - $29K
|
146
$27.8K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
144+ 236.07% |
$26.8K - $28.6K
|
205
$39.1K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
137+ 15.66% |
$25.5K - $27.2K
|
1.01K
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
135+ 0.38% |
$25.1K - $26.8K
|
35.3K
$6.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
134+ 2.22% |
$24.9K - $26.6K
|
6.16K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
133+ 9.33% |
$24.7K - $26.4K
|
1.56K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
131+ 4.22% |
$24.3K - $26K
|
3.23K
$616K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
130+ 2.52% |
$24.2K - $25.8K
|
5.28K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
128+ 7.89% |
$23.8K - $25.4K
|
1.75K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
119+ 0.78% |
$22.1K - $23.6K
|
15.3K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
113+ 3.25% |
$21K - $22.4K
|
3.59K
$684K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
112+ 31.37% |
$20.8K - $22.2K
|
469
$89.4K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
110+ 1.13% |
$20.4K - $21.8K
|
9.82K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
104+ 0.07% |
$19.3K - $20.7K
|
144K
$27.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
101+ 1.93% |
$18.8K - $20.1K
|
5.34K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 0.88% |
$18.6K - $19.9K
|
11.5K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
99+ 7.05% |
$18.4K - $19.7K
|
1.5K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
98+ 21.26% |
$18.2K - $19.5K
|
559
$107K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
97+ 0.52% |
$18K - $19.3K
|
18.8K
$3.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
96+ 9.07% |
$17.8K - $19.1K
|
1.16K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
90+ 0.4% |
$16.7K - $17.9K
|
22.4K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
90+ 2.13% |
$16.7K - $17.9K
|
4.31K
$821K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
88+ 6.15% |
$16.3K - $17.5K
|
1.52K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
88+ 19.56% |
$16.3K - $17.5K
|
538
$103K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
86+ 1.2% |
$16K - $17.1K
|
7.27K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
86New |
$16K - $17.1K
|
86
$16.4K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
84+ 0.26% |
$15.6K - $16.7K
|
32.1K
$6.11M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
80+ 1.11% |
$14.9K - $15.9K
|
7.31K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
78+ 0.51% |
$14.5K - $15.5K
|
15.2K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
77+ 1.28% |
$14.3K - $15.3K
|
6.09K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
76+ 1.16% |
$14.1K - $15.1K
|
6.63K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
76+ 3.41% |
$14.1K - $15.1K
|
2.3K
$439K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
75+ 0.34% |
$13.9K - $14.9K
|
22K
$4.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
75+ 7.09% |
$13.9K - $14.9K
|
1.13K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
75+ 5.56% |
$13.9K - $14.9K
|
1.42K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
70+ 5.0% |
$13K - $13.9K
|
1.47K
$280K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
68+ 5.79% |
$12.6K - $13.5K
|
1.24K
$237K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
68+ 0.06% |
$12.6K - $13.5K
|
111K
$21.2M
|