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 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-100- 2.47% |
$18.6K - $19.9K
|
3.96K
$754K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-102- 0.26% |
$18.9K - $20.3K
|
38.8K
$7.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-103- 6.79% |
$19.1K - $20.5K
|
1.41K
$270K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-103- 3.29% |
$19.1K - $20.5K
|
3.03K
$578K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-105- 5.43% |
$19.5K - $20.9K
|
1.83K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-105- 5.86% |
$19.5K - $20.9K
|
1.69K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-109- 0.29% |
$20.3K - $21.6K
|
38K
$7.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-110- 46.41% |
$20.4K - $21.8K
|
127
$24.2K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-110- 6.55% |
$20.4K - $21.8K
|
1.57K
$299K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-111- 0.75% |
$20.6K - $22K
|
14.8K
$2.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-117- 0.87% |
$21.7K - $23.2K
|
13.3K
$2.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-121- 4.36% |
$22.5K - $24K
|
2.65K
$505K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-123- 2.29% |
$22.9K - $24.4K
|
5.25K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-125- 0.43% |
$23.2K - $24.8K
|
29.3K
$5.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-126- 8.65% |
$23.4K - $25K
|
1.33K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-126- 1.19% |
$23.4K - $25K
|
10.4K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-127- 1.81% |
$23.6K - $25.2K
|
6.88K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-127- 2.05% |
$23.6K - $25.2K
|
6.06K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-128- 0.55% |
$23.8K - $25.4K
|
23K
$4.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-129- 1.03% |
$24K - $25.6K
|
12.5K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-130- 9.16% |
$24.2K - $25.8K
|
1.29K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-130- 2.17% |
$24.2K - $25.8K
|
5.87K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-130- 3.31% |
$24.2K - $25.8K
|
3.8K
$725K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-131- 3.0% |
$24.3K - $26K
|
4.24K
$808K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-132- 0.91% |
$24.5K - $26.2K
|
14.4K
$2.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-134- 29.98% |
$24.9K - $26.6K
|
313
$59.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-135- 5.94% |
$25.1K - $26.8K
|
2.14K
$408K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-137- 3.27% |
$25.5K - $27.2K
|
4.05K
$772K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-137- 3.0% |
$25.5K - $27.2K
|
4.43K
$845K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-139- 10.93% |
$25.8K - $27.6K
|
1.13K
$216K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-139- 1.67% |
$25.8K - $27.6K
|
8.2K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-140- 11.73% |
$26K - $27.8K
|
1.05K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-150- 7.5% |
$27.9K - $29.8K
|
1.85K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-150- 6.6% |
$27.9K - $29.8K
|
2.12K
$404K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-150- 1.77% |
$27.9K - $29.8K
|
8.31K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-153- 2.35% |
$28.4K - $30.4K
|
6.37K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-153- 11.5% |
$28.4K - $30.4K
|
1.18K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-155- 1.53% |
$28.8K - $30.8K
|
9.98K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-157- 0.39% |
$29.2K - $31.2K
|
40.2K
$7.67M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-158- 3.5% |
$29.4K - $31.4K
|
4.36K
$830K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-168- 1.71% |
$31.2K - $33.4K
|
9.65K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-170- 2.26% |
$31.6K - $33.8K
|
7.37K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-170- 1.84% |
$31.6K - $33.8K
|
9.09K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-171- 3.99% |
$31.8K - $34K
|
4.11K
$784K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-175- 2.74% |
$32.5K - $34.8K
|
6.22K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-175- 2.82% |
$32.5K - $34.8K
|
6.03K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-176- 1.47% |
$32.7K - $35K
|
11.8K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-178- 3.1% |
$33.1K - $35.3K
|
5.56K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-182- 11.38% |
$33.8K - $36.1K
|
1.42K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-182- 3.22% |
$33.8K - $36.1K
|
5.47K
$1.04M
|