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 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-9- 0.73% |
$1.67K - $1.79K
|
1.22K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-9- 0.54% |
$1.67K - $1.79K
|
1.66K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-9- 0.55% |
$1.67K - $1.79K
|
1.63K
$310K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-10- 0.43% |
$1.86K - $1.99K
|
2.29K
$437K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-10- 0.74% |
$1.86K - $1.99K
|
1.34K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-11- 0.09% |
$2.04K - $2.18K
|
12.4K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-11- 0.96% |
$2.04K - $2.18K
|
1.13K
$216K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-11- 0.2% |
$2.04K - $2.18K
|
5.57K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-12- 0.42% |
$2.23K - $2.38K
|
2.84K
$542K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-13- 3.02% |
$2.42K - $2.58K
|
418
$79.7K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-13- 0.9% |
$2.42K - $2.58K
|
1.43K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-13- 0.23% |
$2.42K - $2.58K
|
5.67K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-15- 0.06% |
$2.79K - $2.98K
|
23.4K
$4.46M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-15- 21.43% |
$2.79K - $2.98K
|
55
$10.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-16- 0.48% |
$2.97K - $3.18K
|
3.29K
$627K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-17- 1.15% |
$3.16K - $3.38K
|
1.46K
$278K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-17- 0.65% |
$3.16K - $3.38K
|
2.61K
$498K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-17- 0.38% |
$3.16K - $3.38K
|
4.48K
$854K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-17- 0.37% |
$3.16K - $3.38K
|
4.54K
$865K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-18- 0.19% |
$3.34K - $3.57K
|
9.24K
$1.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-19- 12.5% |
$3.53K - $3.77K
|
133
$25.3K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-19- 1.06% |
$3.53K - $3.77K
|
1.77K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-19- 0.28% |
$3.53K - $3.77K
|
6.87K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-20- 0.9% |
$3.72K - $3.97K
|
2.2K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-20- 0.99% |
$3.72K - $3.97K
|
2K
$381K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-20- 0.81% |
$3.72K - $3.97K
|
2.44K
$466K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-21- 0.22% |
$3.9K - $4.17K
|
9.71K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-21- 0.29% |
$3.9K - $4.17K
|
7.22K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-22- 0.52% |
$4.09K - $4.37K
|
4.24K
$809K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-24- 1.36% |
$4.46K - $4.77K
|
1.75K
$333K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-24- 0.48% |
$4.46K - $4.77K
|
4.98K
$950K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.14% |
$4.46K - $4.77K
|
17.1K
$3.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-25- 0.17% |
$4.64K - $4.96K
|
14.4K
$2.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-25- 11.31% |
$4.64K - $4.96K
|
196
$37.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-25- 1.52% |
$4.64K - $4.96K
|
1.62K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-25- 0.21% |
$4.64K - $4.96K
|
12.1K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-26- 1.87% |
$4.83K - $5.16K
|
1.37K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-26- 0.32% |
$4.83K - $5.16K
|
8.04K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-26- 1.39% |
$4.83K - $5.16K
|
1.84K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-26- 0.83% |
$4.83K - $5.16K
|
3.12K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-26- 0.64% |
$4.83K - $5.16K
|
4.07K
$775K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-27- 10.71% |
$5.02K - $5.36K
|
225
$42.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-28- 0.5% |
$5.2K - $5.56K
|
5.57K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-30- 9.77% |
$5.57K - $5.96K
|
277
$52.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-31- 2.22% |
$5.76K - $6.16K
|
1.37K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-32- 29.91% |
$5.94K - $6.35K
|
75
$14.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-33- 1.22% |
$6.13K - $6.55K
|
2.67K
$509K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-33- 1.85% |
$6.13K - $6.55K
|
1.75K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-33- 1.47% |
$6.13K - $6.55K
|
2.22K
$422K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-34- 1.28% |
$6.32K - $6.75K
|
2.62K
$500K
|