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 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
68+ 0.62% |
$12.6K - $13.5K
|
11K
$2.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
66+ 1.26% |
$12.3K - $13.1K
|
5.31K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
62+ 2.49% |
$11.5K - $12.3K
|
2.56K
$487K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
60+ 1.06% |
$11.1K - $11.9K
|
5.72K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
59+ 0.11% |
$11K - $11.7K
|
51.8K
$9.88M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
58+ 4.39% |
$10.8K - $11.5K
|
1.38K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
58+ 2.45% |
$10.8K - $11.5K
|
2.43K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
58+ 22.48% |
$10.8K - $11.5K
|
316
$60.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
57New |
$10.6K - $11.3K
|
57
$10.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
56+ 0.84% |
$10.4K - $11.1K
|
6.69K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
55+ 1.26% |
$10.2K - $10.9K
|
4.41K
$840K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
55New |
$10.2K - $10.9K
|
55
$10.5K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
55+ 141.03% |
$10.2K - $10.9K
|
94
$17.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
54+ 0.67% |
$10K - $10.7K
|
8.13K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
53+ 3.4% |
$9.85K - $10.5K
|
1.61K
$307K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
52+ 1.32% |
$9.66K - $10.3K
|
3.99K
$760K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51+ 6.91% |
$9.47K - $10.1K
|
789
$150K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
51+ 0.14% |
$9.47K - $10.1K
|
37.1K
$7.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
50+ 0.48% |
$9.29K - $9.93K
|
10.4K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50New |
$9.29K - $9.93K
|
50
$9.53K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
50+ 0.12% |
$9.29K - $9.93K
|
41.7K
$7.96M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
49+ 3.54% |
$9.1K - $9.73K
|
1.43K
$273K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
45+ 3.7% |
$8.36K - $8.94K
|
1.26K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
44+ 0.26% |
$8.17K - $8.74K
|
17.3K
$3.29M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
42+ 1.64% |
$7.8K - $8.34K
|
2.6K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
42+ 1.58% |
$7.8K - $8.34K
|
2.7K
$514K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
41+ 1.89% |
$7.62K - $8.14K
|
2.22K
$422K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
40+ 1.45% |
$7.43K - $7.94K
|
2.8K
$533K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
39+ 2.44% |
$7.25K - $7.74K
|
1.64K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
39New |
$7.25K - $7.74K
|
39
$7.43K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
38+ 1.42% |
$7.06K - $7.55K
|
2.72K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
38+ 1.02% |
$7.06K - $7.55K
|
3.76K
$716K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
37+ 0.24% |
$6.87K - $7.35K
|
15.6K
$2.98M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
36+ 1.32% |
$6.69K - $7.15K
|
2.77K
$528K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
33+ 0.76% |
$6.13K - $6.55K
|
4.38K
$835K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
33+ 2.26% |
$6.13K - $6.55K
|
1.49K
$284K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.34% |
$5.94K - $6.35K
|
2.42K
$461K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
31+ 25.0% |
$5.76K - $6.16K
|
155
$29.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
26+ 0.62% |
$4.83K - $5.16K
|
4.25K
$810K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26+ 0.11% |
$4.83K - $5.16K
|
24K
$4.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
25+ 0.16% |
$4.64K - $4.96K
|
15.2K
$2.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
25+ 1.95% |
$4.64K - $4.96K
|
1.3K
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
25+ 0.75% |
$4.64K - $4.96K
|
3.35K
$639K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
23+ 0.47% |
$4.27K - $4.57K
|
4.95K
$943K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
22New |
$4.09K - $4.37K
|
22
$4.19K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
20+ 1.03% |
$3.72K - $3.97K
|
1.96K
$373K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
20New |
$3.72K - $3.97K
|
20
$3.81K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
20+ 0.88% |
$3.72K - $3.97K
|
2.29K
$436K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
19+ 0.83% |
$3.53K - $3.77K
|
2.31K
$440K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19+ 0.07% |
$3.53K - $3.77K
|
26.8K
$5.12M
|