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 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 0.28% |
$3.34K - $3.57K
|
6.48K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
18+ 0.15% |
$3.34K - $3.57K
|
11.9K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18+ 52.94% |
$3.34K - $3.57K
|
52
$9.91K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
18+ 0.99% |
$3.34K - $3.57K
|
1.84K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
18+ 0.03% |
$3.34K - $3.57K
|
67.1K
$12.8M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
18New |
$3.34K - $3.57K
|
18
$3.43K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15+ 0.3% |
$2.79K - $2.98K
|
4.97K
$948K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15+ 0.07% |
$2.79K - $2.98K
|
20.1K
$3.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
15+ 0.81% |
$2.79K - $2.98K
|
1.86K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
15+ 0.93% |
$2.79K - $2.98K
|
1.63K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.22% |
$2.6K - $2.78K
|
6.44K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
14+ 9.93% |
$2.6K - $2.78K
|
155
$29.5K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14+ 0.29% |
$2.6K - $2.78K
|
4.77K
$910K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
13+ 0.18% |
$2.42K - $2.58K
|
7.13K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13+ 0.38% |
$2.42K - $2.58K
|
3.43K
$653K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
13+ 0.38% |
$2.42K - $2.58K
|
3.42K
$651K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
13+ 0.62% |
$2.42K - $2.58K
|
2.12K
$403K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
12+ 0.41% |
$2.23K - $2.38K
|
2.94K
$561K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
12+ 0.02% |
$2.23K - $2.38K
|
49.7K
$9.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.35% |
$2.04K - $2.18K
|
3.19K
$608K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
11+ 0.09% |
$2.04K - $2.18K
|
12.8K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10+ 0.42% |
$1.86K - $1.99K
|
2.39K
$455K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10+ 0.23% |
$1.86K - $1.99K
|
4.44K
$845K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
10+ 0.38% |
$1.86K - $1.99K
|
2.64K
$504K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9+ 0.29% |
$1.67K - $1.79K
|
3.06K
$583K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.29% |
$1.67K - $1.79K
|
3.06K
$584K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.18% |
$1.67K - $1.79K
|
5.15K
$982K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
9+ 0.42% |
$1.67K - $1.79K
|
2.16K
$412K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
9+ 0.12% |
$1.67K - $1.79K
|
7.57K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
8+ 0.4% |
$1.49K - $1.59K
|
2.01K
$383K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8+ 0.24% |
$1.49K - $1.59K
|
3.28K
$626K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
8+ 0.39% |
$1.49K - $1.59K
|
2.07K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.38% |
$1.3K - $1.39K
|
1.86K
$354K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6+ 0.19% |
$1.11K - $1.19K
|
3.23K
$616K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6+ 0.37% |
$1.11K - $1.19K
|
1.64K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6+ 0.42% |
$1.11K - $1.19K
|
1.44K
$274K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6+ 0.4% |
$1.11K - $1.19K
|
1.52K
$289K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5+ 0.05% |
$929 - $993
|
10.8K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5+ 0.28% |
$929 - $993
|
1.77K
$338K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
5New |
$929 - $993
|
5
$953
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
5+ 0.29% |
$929 - $993
|
1.71K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
5+ 0.35% |
$929 - $993
|
1.43K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.21% |
$743 - $794
|
1.94K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
4+ 0.33% |
$743 - $794
|
1.21K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 0.4% |
$743 - $794
|
1K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
4+ 0.18% |
$743 - $794
|
2.2K
$420K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.3% |
$557 - $596
|
993
$189K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.33% |
$557 - $596
|
902
$172K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
3+ 0.24% |
$557 - $596
|
1.27K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3+ 0.25% |
$557 - $596
|
1.23K
$233K
|