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
|
Veery Capital, LLC
|
BUY
|
- |
1.3KNew |
$241K - $257K
|
1.3K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.29KNew |
$239K - $255K
|
1.29K
$228K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.21K+ 42.51% |
$225K - $241K
|
4.06K
$721K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.18K+ 19.58% |
$220K - $235K
|
7.23K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.18KNew |
$220K - $235K
|
1.18K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.11K+ 4.79% |
$207K - $221K
|
24.4K
$4.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
1.1K+ 7.96% |
$203K - $217K
|
14.9K
$2.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.06K+ 27.46% |
$196K - $210K
|
4.9K
$870K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.05KNew |
$195K - $209K
|
1.05K
$186K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
983+ 2.44% |
$183K - $195K
|
41.3K
$7.32M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
868+ 5.28% |
$161K - $172K
|
17.3K
$3.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
856New |
$159K - $170K
|
856
$152K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
827+ 1.6% |
$154K - $164K
|
52.4K
$9.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
810+ 10.97% |
$150K - $161K
|
8.2K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
800+ 2.13% |
$149K - $159K
|
38.4K
$6.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
787+ 7.64% |
$146K - $156K
|
11.1K
$1.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
741+ 27.38% |
$138K - $147K
|
3.45K
$611K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
731+ 54.39% |
$136K - $145K
|
2.08K
$368K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
651+ 17.43% |
$121K - $129K
|
4.39K
$778K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
639+ 1.14% |
$119K - $127K
|
56.9K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
627+ 18.11% |
$116K - $125K
|
4.09K
$725K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
599+ 1.1% |
$111K - $119K
|
55.3K
$9.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
577+ 5.42% |
$107K - $115K
|
11.2K
$1.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
576+ 3.2% |
$107K - $114K
|
18.6K
$3.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
571+ 26.97% |
$106K - $113K
|
2.69K
$477K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
526+ 6.28% |
$97.7K - $104K
|
8.91K
$1.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
504+ 3.56% |
$93.6K - $100K
|
14.7K
$2.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
487+ 16.5% |
$90.5K - $96.7K
|
3.44K
$610K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
445+ 14.37% |
$82.7K - $88.4K
|
3.54K
$628K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
437+ 615.49% |
$81.2K - $86.8K
|
508
$90.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
428+ 4.65% |
$79.5K - $85K
|
9.64K
$1.71M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
386+ 48.61% |
$71.7K - $76.7K
|
1.18K
$209K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
372+ 5.48% |
$69.1K - $73.9K
|
7.16K
$1.27M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
333New |
$61.9K - $66.1K
|
333
$59.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
319+ 1.81% |
$59.3K - $63.3K
|
17.9K
$3.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
298+ 18.27% |
$55.4K - $59.2K
|
1.93K
$342K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
296+ 6.57% |
$55K - $58.8K
|
4.8K
$852K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
295+ 23.28% |
$54.8K - $58.6K
|
1.56K
$277K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
283New |
$52.6K - $56.2K
|
283
$50.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
280+ 2.45% |
$52K - $55.6K
|
11.7K
$2.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
242+ 11.34% |
$45K - $48.1K
|
2.38K
$421K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
200+ 5.17% |
$37.2K - $39.7K
|
4.07K
$721K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
200+ 5.41% |
$37.2K - $39.7K
|
3.9K
$691K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
193New |
$35.9K - $38.3K
|
193
$34.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
189+ 168.75% |
$35.1K - $37.5K
|
301
$53.4K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
186+ 17.68% |
$34.6K - $36.9K
|
1.24K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
163+ 0.53% |
$30.3K - $32.4K
|
31K
$5.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
147+ 3.98% |
$27.3K - $29.2K
|
3.85K
$682K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
101+ 1.93% |
$18.8K - $20.1K
|
5.34K
$947K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 0.88% |
$18.6K - $19.9K
|
11.5K
$2.04M
|